New Zealand markets closed

Delaware Group Equity Funds IV - Delaware Covered Call Strategy Fund (FRCCX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
Add to watchlist
3.23000.0000 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.22%
5-year average return6.79%
Number of years up4
Number of years down3
Best 1-yr total return (18 Apr 2024)21.65%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return21.65%
Worst 3-yr total return1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRCCXCategory
YTD4.30%11.36%
1-month1.76%1.08%
3-month4.30%5.12%
1-year17.48%28.59%
3-year7.58%9.08%
5-year7.39%8.21%
10-year0.00%7.85%
Last bull market25.50%22.28%
Last bear market-11.33%-18.84%

Annual total return (%) history

Year
FRCCXCategory
2024
N/AN/A
2023
19.26%N/A
2022
-9.45%N/A
2021
16.98%N/A
2020
-1.37%4.24%
2019
21.65%18.81%
2018
-10.83%-5.81%
2017
10.94%13.46%
2016
N/A7.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.30%N/AN/AN/A
20235.87%5.48%0.06%6.73%
2022-1.72%-11.33%-1.82%5.84%
20215.83%4.40%-0.59%6.50%
2020-24.25%12.89%5.48%9.35%
201910.69%3.15%1.96%4.50%
2018-3.64%0.85%5.80%-13.27%
20173.53%0.57%2.58%3.87%
20162.49%2.21%N/AN/A

Rank in category (by total return)

YTD88
1-month73
3-month88
1-year39
3-year46
5-year49

Load adjusted returns

1-year10.73%
3-year5.47%
5-year6.12%
10-yearN/A