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Delaware Ivy Value I (IYAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.27+0.15 (+0.88%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.63%
5-year average return9.37%
Number of years up11
Number of years down5
Best 1-yr total return (19 Jun 2024)34.84%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return34.84%
Worst 3-yr total return5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYAIXCategory
YTD3.93%4.44%
1-month0.53%-4.04%
3-month0.56%4.09%
1-year13.59%14.37%
3-year4.01%6.04%
5-year10.83%9.20%
10-year7.73%8.57%
Last bull market20.01%22.97%
Last bear market-10.72%-11.27%

Annual total return (%) history

Year
IYAIXCategory
2024
N/AN/A
2023
5.45%11.63%
2022
-4.67%-5.90%
2021
31.52%26.22%
2020
1.76%2.91%
2019
26.57%25.04%
2018
-7.06%-8.53%
2017
12.53%15.94%
2016
11.17%14.81%
2015
-3.82%-4.05%
2014
10.89%10.21%
2013
34.84%31.21%
2012
18.74%14.57%
2011
-6.79%-0.75%
2010
18.23%13.66%
2009
27.13%24.13%
2008
-33.65%-37.09%
2007
N/A1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.70%N/AN/AN/A
2023-1.28%3.03%-5.59%9.81%
20220.39%-10.72%-5.48%12.53%
202112.26%7.13%0.17%9.18%
2020-29.34%16.66%3.92%18.79%
20199.60%3.41%2.38%9.08%
2018-2.01%1.90%7.79%-13.65%
20173.59%2.53%0.81%5.10%
2016-2.56%0.76%5.91%6.90%
2015-2.08%1.96%-7.76%4.45%
20142.31%3.93%3.42%0.83%
201312.30%4.52%3.67%10.82%
201213.94%-4.95%6.32%3.12%
20115.80%-1.22%-19.62%10.96%
20108.11%-10.71%8.69%12.68%
2009-13.13%17.62%20.01%3.67%
2008-8.98%-2.46%-8.36%-18.45%
2007-1.25%-5.02%N/AN/A

Rank in category (by total return)

YTD92
1-month99
3-month96
1-year95
3-year87
5-year62

Load adjusted returns

1-year13.59%
3-year4.01%
5-year10.83%
10-year7.73%