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Nasdaq - Delayed Quote USD

Delaware Group Adviser Funds - Delaware U.S. Growth Fund (DEURX)

22.73
-0.05
(-0.22%)
At close: April 23 at 8:00:11 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return 9.37%
5y Average Return 9.43%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 43.81%
Worst 1Y Total Return (Feb 4, 2019) -43.80%
Best 3Y Total Return 43.81%
Worst 3Y Total Return -13.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DEURX
Category
YTD
4.57%
12.38%
1-Month
4.44%
5.09%
3-Month
6.61%
10.28%
1-Year
56.89%
41.70%
3-Year
21.49%
22.56%
5-Year
14.14%
21.98%
10-Year
14.91%
15.99%
Last Bull Market
27.91%
25.99%
Last Bear Market
-12.53%
-17.29%

Annual Total Return (%) History

Year
DEURX
Category
2021
--
--
2020
43.81%
35.86%
2019
26.51%
31.90%
2018
-3.74%
-2.09%
2017
27.55%
27.67%
2016
-5.60%
3.23%
2015
4.59%
3.60%
2014
12.16%
10.00%

2013
33.55%
33.92%
2012
15.39%
15.34%
2011
7.44%
-2.46%
2010
13.71%
15.53%
2009
43.63%
35.68%
2008
-43.80%
-40.67%
2007
12.61%
13.35%
2006
2.13%
7.05%
2005
13.30%
6.71%
2004
2.84%
7.81%
2003
--
28.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 -2.85% -- -- --
2020 -12.40% 29.68% 9.37% 15.76%
2019 11.64% 7.61% -0.15% 5.45%
2018 1.23% 3.74% 6.84% -14.21%
2017 7.30% 6.34% 8.56% 2.96%
2016 -6.51% -1.43% 7.15% -4.41%
2015 2.64% 1.28% -7.34% 8.59%
2014 -0.17% 5.07% 0.46% 6.45%
2013 9.96% -0.05% 9.64% 10.83%
2012 15.79% -5.34% 6.19% -0.87%

2011 5.85% 1.57% -10.48% 11.63%
2010 2.38% -11.55% 14.69% 9.49%
2009 -0.24% 15.48% 12.69% 10.63%
2008 -11.13% -3.95% -15.14% -22.42%
2007 0.37% 4.09% 7.93% -0.13%
2006 3.81% -6.17% -1.02% 5.93%
2005 -4.15% 4.23% 9.51% 3.55%
2004 0.62% -3.62% -4.12% 10.60%
2003 1.60% 10.61% -- --

Rank in Category (By Total Return)

YTD 57
1-Month 15
3-Month 47
1-Year 24
3-Year 45
5-Year 71

Load Adjusted Returns

1-Year 49.18%
3-Year 19.16%
5-Year 18.19%
10-Year 14.43%

Performance & Risk

YTD Return 9.37%
5y Average Return 9.43%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Delaware Funds by Macquarie
Net Assets 2.76B
YTD Return 4.57%
Yield 0.00%
Morningstar Rating
Inception Date Jun 02, 2003

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. investments (80% policy). It invests primarily in common stocks of companies that its portfolio managers believe have long-term capital appreciation potential and are expected to grow faster than the U.S. economy.

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