Nasdaq - Delayed Quote • USD
Delaware Ivy Large Cap Growth Fund C (WLGCX)
As of 8:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.07% |
| 5y Average Return | 16.13% |
| Number of Years Up | 19 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Jun 13, 2024) | 36.74% |
| Worst 1Y Total Return (Jun 13, 2024) | -- |
| Best 3Y Total Return | 36.74% |
| Worst 3Y Total Return | 5.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WLGCX
Category
- YTD
- 9.09%
- 12.38%
- 1-Month
- 4.79%
- 5.09%
- 3-Month
- 1.42%
- 10.28%
- 1-Year
- 24.50%
- 41.70%
- 3-Year
- 8.65%
- 22.56%
- 5-Year
- 16.18%
- 21.98%
- 10-Year
- 13.92%
- 15.99%
- Last Bull Market
- 25.09%
- 25.99%
- Last Bear Market
- -19.80%
- -17.29%
Annual Total Return (%) History
Year
WLGCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.48% | -- | -- | -- |
| 2023 | 12.65% | 12.54% | -4.48% | 12.92% |
| 2022 | -9.39% | -19.80% | -5.04% | 4.94% |
| 2021 | 1.19% | 13.18% | 1.04% | 11.51% |
| 2020 | -13.37% | 25.16% | 10.63% | 8.11% |
| 2019 | 15.60% | 6.67% | 1.69% | 7.89% |
| 2018 | 3.91% | 5.78% | 8.37% | -14.91% |
| 2017 | 8.64% | 3.64% | 7.50% | 5.90% |
| 2016 | -3.68% | -0.99% | 6.78% | -1.41% |
| 2015 | 4.94% | 0.00% | -5.66% | 7.03% |
| 2014 | -0.57% | 4.60% | 1.47% | 4.75% |
| 2013 | 8.62% | 0.49% | 10.80% | 11.25% |
| 2012 | 14.17% | -7.18% | 4.85% | -1.34% |
| 2011 | 4.61% | 0.88% | -13.73% | 11.04% |
| 2010 | 3.79% | -12.15% | 11.54% | 11.28% |
| 2009 | -5.38% | 10.88% | 11.37% | 5.61% |
| 2008 | -11.61% | -0.49% | -11.82% | -20.98% |
| 2007 | 1.73% | 5.55% | 15.68% | 3.08% |
| 2006 | 3.36% | -2.07% | -2.95% | 4.27% |
| 2005 | -2.86% | 5.23% | 4.45% | 6.34% |
| 2004 | -0.11% | 1.22% | -5.38% | 9.76% |
| 2003 | 0.57% | 11.30% | 3.05% | 10.84% |
| 2002 | 2.82% | -12.62% | -14.45% | 3.38% |
| 2001 | -19.16% | 2.86% | -18.31% | 11.59% |
| 2000 | -6.52% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 60 |
| 3-Month | 67 |
| 1-Year | 84 |
| 3-Year | 33 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | 24.50% |
| 3-Year | 8.65% |
| 5-Year | 16.18% |
| 10-Year | 13.92% |
Performance & Risk
| YTD Return | 14.07% |
| 5y Average Return | 16.13% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 7.01B |
| YTD Return | 9.09% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 02, 2007 |
Fund Summary
The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.
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