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Macquarie Mid Cap Growth I (IYMIX)
25.21
-0.36
(-1.41%)
As of 8:09:17 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -14.08% |
| 5y Average Return | 7.15% |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 16, 2025) | 49.00% |
| Worst 1Y Total Return (Apr 16, 2025) | -- |
| Best 3Y Total Return | 49.00% |
| Worst 3Y Total Return | -5.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IYMIX
Category
- YTD
- -8.62%
- 10.80%
- 1-Month
- -7.52%
- 4.43%
- 3-Month
- -8.62%
- 7.00%
- 1-Year
- -12.57%
- 48.17%
- 3-Year
- -3.00%
- 21.26%
- 5-Year
- 10.82%
- 20.18%
- 10-Year
- 8.80%
- 14.07%
- Last Bull Market
- 10.21%
- 27.14%
- Last Bear Market
- -21.78%
- -21.26%
Annual Total Return (%) History
Year
IYMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.62% | -- | -- | -- |
| 2024 | 7.08% | -5.78% | 5.74% | -3.96% |
| 2023 | 11.30% | 6.40% | -11.09% | 14.25% |
| 2022 | -14.16% | -21.78% | -2.36% | 6.10% |
| 2021 | 1.94% | 9.28% | 0.00% | 4.94% |
| 2020 | -18.33% | 37.20% | 10.75% | 20.08% |
| 2019 | 21.29% | 4.91% | 0.35% | 8.46% |
| 2018 | 4.74% | 6.47% | 8.62% | -17.21% |
| 2017 | 6.77% | 5.76% | 5.15% | 7.22% |
| 2016 | -0.64% | 2.78% | 4.30% | -0.13% |
| 2015 | 3.99% | -0.52% | -11.61% | 3.02% |
| 2014 | 1.28% | 2.60% | -2.10% | 6.36% |
| 2013 | 9.35% | 0.90% | 10.11% | 7.11% |
| 2012 | 13.23% | -7.62% | 5.18% | 3.12% |
| 2011 | 7.86% | 1.42% | -19.54% | 13.28% |
| 2010 | 6.34% | -6.38% | 14.15% | 14.73% |
| 2009 | -3.19% | 22.70% | 19.33% | 5.12% |
| 2008 | -10.66% | -1.84% | -7.56% | -23.27% |
| 2007 | 2.31% | -0.07% | -- | -- |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 53 |
| 3-Month | 55 |
| 1-Year | 95 |
| 3-Year | 91 |
| 5-Year | 71 |
Load Adjusted Returns
| 1-Year | -12.57% |
| 3-Year | -3.00% |
| 5-Year | 10.82% |
| 10-Year | 8.80% |
Performance & Risk
| YTD Return | -14.08% |
| 5y Average Return | 7.15% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Macquarie |
| Net Assets | 4.97B |
| YTD Return | -8.62% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 10, 2000 |
Fund Summary
The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.
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