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Macquarie US Large Cap Value I USD Acc (0P0001J671)

Other OTC - Other OTC Delayed price. Currency in USD
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37.60-0.09 (-0.23%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (Invalid Date)32.52%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return32.52%
Worst 3-yr total return4.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001J671Category
YTD8.43%0.00%
1-month5.08%0.00%
3-month8.43%0.00%
1-year15.37%0.00%
3-year5.76%0.00%
5-year6.63%0.00%
10-year7.40%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001J671Category
2024
N/AN/A
2023
2.10%N/A
2022
-4.06%N/A
2021
21.09%N/A
2020
-1.51%N/A
2019
20.43%N/A
2018
-3.64%N/A
2017
13.03%N/A
2016
13.84%N/A
2015
-1.92%N/A
2014
13.01%N/A
2013
32.52%N/A
2012
13.34%N/A
2011
8.44%N/A
2010
14.72%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.43%N/AN/AN/A
2023-4.04%2.93%-5.90%9.85%
20220.03%-10.19%-6.03%13.64%
20218.73%2.71%-0.27%8.72%
2020-27.32%15.15%2.52%14.78%
201910.67%0.56%1.77%6.32%
2018-1.00%2.02%8.03%-11.69%
20173.14%-0.49%4.65%5.23%
20161.38%8.94%-0.22%3.29%
20151.59%-1.93%-7.89%6.88%
20142.64%5.31%1.61%2.89%
201311.91%3.82%4.34%9.31%
20127.70%-0.37%4.44%1.13%
20117.58%1.44%-12.87%14.04%
20103.56%-9.92%12.18%9.63%

Rank in category (by total return)

YTD54
1-month55
3-month54
1-year85
3-year84
5-year95

Load adjusted returns

1-year15.37%
3-year5.76%
5-year6.63%
10-year7.40%