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Delaware Growth and Income R6 (FGIQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.470.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.66%
5-year average return10.80%
Number of years up8
Number of years down2
Best 1-yr total return (2 Jul 2024)25.61%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.61%
Worst 3-yr total return4.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFGIQXCategory
YTD9.58%4.44%
1-month0.92%-4.04%
3-month-1.51%4.09%
1-year20.52%14.37%
3-year10.73%6.04%
5-year11.10%9.20%
10-year8.53%8.57%
Last bull market26.07%22.97%
Last bear market-7.80%-11.27%

Annual total return (%) history

Year
FGIQXCategory
2024
N/AN/A
2023
12.32%11.63%
2022
3.38%-5.90%
2021
21.91%26.22%
2020
0.31%2.91%
2019
25.61%25.04%
2018
-10.11%-8.53%
2017
18.54%15.94%
2016
9.88%14.81%
2015
-3.12%-4.05%
2014
7.67%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.27%-1.51%N/AN/A
2023-3.24%5.54%0.35%9.60%
20221.70%-7.80%-5.94%17.22%
20218.74%5.07%-0.48%7.21%
2020-26.44%15.06%2.68%15.43%
201910.74%4.27%2.34%6.29%
2018-3.26%1.07%6.16%-13.40%
20174.38%2.76%3.49%6.79%
2016-0.13%1.20%5.42%3.13%
20152.68%-0.27%-10.15%5.28%
20140.22%5.05%-0.66%2.95%
20136.93%10.68%N/AN/A

Rank in category (by total return)

YTD21
1-month14
3-month50
1-year10
3-year4
5-year28

Load adjusted returns

1-year20.52%
3-year10.73%
5-year11.10%
10-year8.53%