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Delaware Ivy Systematic Em Mkts Eq R (IYPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.36+0.16 (+0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.09%
5-year average return6.43%
Number of years up6
Number of years down5
Best 1-yr total return (2 Oct 2024)42.11%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return42.11%
Worst 3-yr total return-8.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYPCXCategory
YTD14.77%8.73%
1-month4.28%1.20%
3-month3.31%5.47%
1-year22.94%41.79%
3-year-3.66%11.48%
5-year5.99%12.18%
10-year4.81%4.39%
Last bull market16.74%17.73%
Last bear market-13.48%-25.55%

Annual total return (%) history

Year
IYPCXCategory
2024
N/AN/A
2023
10.55%N/A
2022
-27.45%N/A
2021
-5.04%N/A
2020
34.61%17.90%
2019
22.94%19.25%
2018
-20.06%-16.07%
2017
42.11%34.17%
2016
9.54%8.47%
2015
-12.28%-13.79%
2014
-0.33%-3.01%
2013
9.28%-0.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.89%5.92%3.31%N/A
20235.42%1.23%-3.29%7.12%
2022-13.52%-13.48%-10.33%8.13%
20212.02%5.30%-9.00%-2.87%
2020-24.02%27.20%15.17%20.92%
201914.02%-0.26%-4.92%13.70%
20182.44%-12.48%-2.99%-8.10%
201714.49%5.76%11.40%5.35%
20160.82%3.92%10.67%-5.53%
20153.83%3.94%-20.13%1.78%
2014-3.41%5.13%-3.10%1.30%
2013-2.94%-6.12%6.68%12.42%

Rank in category (by total return)

YTD45
1-month62
3-month82
1-year57
3-year79
5-year49

Load adjusted returns

1-year22.94%
3-year-3.66%
5-year5.99%
10-year4.81%