Nasdaq - Delayed Quote USD
Delaware Ivy Small Cap Growth Instl (IYSIX)
At close: October 25 at 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.58% |
| 5y Average Return | 7.57% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 25, 2024) | 43.77% |
| Worst 1Y Total Return (Oct 25, 2024) | -- |
| Best 3Y Total Return | 43.77% |
| Worst 3Y Total Return | -4.90% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IYSIX
Category
- YTD
- 13.76%
- 12.40%
- 1-Month
- -1.41%
- 3.37%
- 3-Month
- 4.77%
- 4.88%
- 1-Year
- 21.92%
- 55.69%
- 3-Year
- -2.84%
- 19.34%
- 5-Year
- 8.22%
- 20.72%
- 10-Year
- 9.54%
- 13.98%
- Last Bull Market
- 32.30%
- 27.85%
- Last Bear Market
- -21.68%
- -24.06%
Annual Total Return (%) History
Year
IYSIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.04% | -3.08% | 4.77% | -- |
| 2023 | 8.51% | 3.76% | -5.86% | 7.17% |
| 2022 | -7.70% | -21.68% | -0.44% | 0.84% |
| 2021 | 4.53% | 5.55% | -3.31% | -2.21% |
| 2020 | -21.43% | 27.98% | 8.91% | 26.97% |
| 2019 | 17.62% | 5.16% | -7.91% | 9.10% |
| 2018 | 4.64% | 7.18% | 7.16% | -19.95% |
| 2017 | 7.23% | 5.60% | 3.84% | 5.49% |
| 2016 | -1.59% | 5.12% | 5.38% | 4.43% |
| 2015 | 5.71% | 0.70% | -10.60% | 3.17% |
| 2014 | 0.96% | 0.81% | -7.73% | 10.27% |
| 2013 | 14.37% | 2.44% | 11.81% | 7.91% |
| 2012 | 13.88% | -1.88% | 4.62% | -1.08% |
| 2011 | 10.20% | 0.90% | -22.07% | 9.96% |
| 2010 | 10.51% | -5.18% | 14.04% | 13.86% |
| 2009 | -1.81% | 18.60% | 17.45% | 5.13% |
| 2008 | -12.20% | 1.53% | -9.32% | -22.70% |
| 2007 | 3.94% | -5.28% | -- | -- |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 99 |
| 3-Month | 87 |
| 1-Year | 76 |
| 3-Year | 68 |
| 5-Year | 75 |
Load Adjusted Returns
| 1-Year | 21.92% |
| 3-Year | -2.84% |
| 5-Year | 8.22% |
| 10-Year | 9.54% |
Performance & Risk
| YTD Return | 11.58% |
| 5y Average Return | 7.57% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 1.31B |
| YTD Return | 13.76% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2005 |
Fund Summary
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000? Growth Index over the last 13 months at the time of acquisition.
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