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Delaware Global Real Estate Opportunities Fund Class A (DGRPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.650.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return10.71%
5-year average return6.37%
Number of years up8
Number of years down4
Best 1-yr total return (3 Feb 2019)30.40%
Worst 1-yr total return (3 Feb 2019)-46.46%
Best 3-yr total return30.40%
Worst 3-yr total return-5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDGRPXCategory
YTD-20.10%14.32%
1-month1.41%0.73%
3-month7.75%8.73%
1-year-15.93%32.33%
3-year-2.32%7.75%
5-year1.05%6.57%
10-year6.57%6.49%
Last bull market23.48%23.44%
Last bear market-18.06%-20.52%

Annual total return (%) history

Year
DGRPXCategory
2020
N/A-5.43%
2019
20.50%23.45%
2018
-6.21%-7.11%
2017
8.65%15.12%
2016
3.76%1.97%
2015
-0.29%-0.92%
2014
15.74%11.67%
2013
4.36%2.92%
2012
28.87%31.78%
2011
-4.12%-10.10%
2010
19.39%17.22%
2009
30.40%37.01%
2008
-46.46%-46.63%
2007
N/A-7.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-25.84%7.75%N/AN/A
201913.17%1.20%4.01%1.16%
2018-4.33%4.25%0.95%-6.85%
20171.42%3.80%0.13%3.06%
20163.78%5.02%0.70%-5.46%
20153.60%-6.98%-0.17%3.65%
20144.62%7.06%-4.14%7.79%
20136.00%-3.11%1.27%0.34%
201211.69%2.71%4.57%7.43%
20112.96%3.96%-16.78%7.64%
20103.43%-7.42%17.93%5.72%
2009-21.32%31.78%21.75%3.31%
2008-7.74%-8.11%-8.36%-31.08%
2007-4.66%4.18%-9.08%N/A

Rank in category (by total return)

YTD63
1-month89
3-month97
1-year78
3-year86
5-year69

Load adjusted returns

1-year-20.77%
3-year-4.23%
5-year-0.14%
10-year5.94%