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Delaware Emerging Markets Instl (DEMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.79+0.08 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.99%
5-year average return6.89%
Number of years up18
Number of years down9
Best 1-yr total return (24 Jun 2024)78.62%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return78.62%
Worst 3-yr total return-6.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDEMIXCategory
YTD10.52%8.73%
1-month3.36%1.20%
3-month6.11%5.47%
1-year24.84%41.79%
3-year-5.39%11.48%
5-year6.65%12.18%
10-year4.31%4.39%
Last bull market25.95%17.73%
Last bear market-12.42%-25.55%

Annual total return (%) history

Year
DEMIXCategory
2024
N/AN/A
2023
17.59%N/A
2022
-28.66%N/A
2021
-2.06%N/A
2020
25.90%17.90%
2019
24.33%19.25%
2018
-17.09%-16.07%
2017
41.97%34.17%
2016
17.89%8.47%
2015
-13.75%-13.79%
2014
-8.18%-3.01%
2013
14.00%-0.14%
2012
16.72%18.15%
2011
-20.66%-19.86%
2010
18.85%19.26%
2009
78.62%73.81%
2008
-50.61%-54.44%
2007
40.92%36.68%
2006
27.45%32.06%
2005
26.65%31.54%
2004
32.68%23.54%
2003
64.79%55.19%
2002
3.79%-6.05%
2001
5.28%-3.83%
2000
-24.18%-30.33%
1999
55.16%70.56%
1998
-36.19%-25.36%
1997
1.58%-2.90%
1996
N/A13.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
20237.21%0.55%-3.21%12.70%
2022-13.82%-12.42%-13.26%8.98%
20212.80%4.53%-10.80%2.18%
2020-26.30%27.72%13.20%18.16%
201911.13%-1.18%-0.98%14.34%
2018-0.20%-8.15%-0.97%-8.68%
201714.50%6.60%13.40%2.57%
20165.54%2.66%14.30%-4.80%
2015-3.93%4.81%-21.66%9.34%
2014-1.41%7.92%-3.41%-10.66%
20132.15%-5.16%13.61%3.57%
201212.11%-11.73%9.48%7.73%
20113.60%-3.96%-25.47%6.98%
20102.71%-10.49%18.01%9.54%
2009-0.91%35.18%22.81%8.59%
2008-9.65%1.79%-26.84%-26.59%
20073.17%17.54%11.11%4.59%
20069.43%-5.92%4.58%18.38%
20051.88%3.96%16.57%2.57%
20047.41%-6.02%11.10%18.30%
2003-5.43%23.86%16.29%20.98%
200210.28%-2.04%-13.82%11.48%
20013.19%9.00%-20.13%17.19%
2000-1.09%-7.29%-9.89%-8.23%
19994.84%25.48%-4.82%23.92%
19987.03%-25.98%-23.97%5.94%
199711.94%13.60%-2.27%-18.27%
19960.30%0.71%N/AN/A

Rank in category (by total return)

YTD4
1-month9
3-month9
1-year6
3-year53
5-year21

Load adjusted returns

1-year24.84%
3-year-5.39%
5-year6.65%
10-year4.31%