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Delaware Ivy Accumulative Fund Class A (IATAX)

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6,10-0,03 (-0,49%)
Börsenschluss: 08:00PM EDT

Performance-Überblick

Morningstar-RenditeratingN/A1
Ertrag im lfd. Jahr11,72%
5-Jahres-Durchschnittsrendite5,68%
Anzahl der Jahre aufwärts64
Anzahl der Jahre abwärts19
Beste 1-Jahresrendite (6. Juni 2024)44,46%
Schlechteste 1-Jahresrendite (6. Juni 2024)N/A
Beste 3-Jahresrendite44,46%
Schlechteste 3-Jahresrendite-8,90%

Rollierende Erträge (%) im Vergleich mit Benchmarks

Zeiträume von mehr als einem Jahr werden auf das Jahr umgerechnet.
ErtragIATAXKategorie
YTD8,97%12,38%
1 Monat4,75%5,09%
3 Monate1,19%10,28%
1 Jahr25,26%41,70%
3 Jahre-7,27%22,56%
5 Jahre5,84%21,98%
10 Jahre7,35%15,99%
Letzte Hausse25,63%25,99%
Letzte Baisse-34,70%-17,29%

Jährliche Gesamtrendite (%) im Verlauf

Jahr
IATAXKategorie
2024
N/AN/A
2023
36,16%N/A
2022
-50,20%N/A
2021
11,50%N/A
2020
44,46%35,86%
2019
31,09%31,90%
2018
-3,05%-2,09%
2017
15,04%27,67%
2016
3,19%3,23%
2015
3,45%3,60%
2014
13,71%10,00%
2013
33,48%33,92%
2012
12,06%15,34%
2011
-1,84%-2,46%
2010
15,77%15,53%
2009
25,62%35,68%
2008
-39,80%-40,67%
2007
13,94%13,35%
2006
12,80%7,05%
2005
10,69%6,71%
2004
7,35%7,81%
2003
19,58%28,66%
2002
-22,95%-27,64%
2001
-15,45%-22,30%
2000
20,16%-13,05%
1999
25,72%38,87%
1998
22,62%34,55%
1997
29,58%26,36%
1996
12,18%19,76%
1995
34,21%32,65%
1994
0,04%-2,45%
1993
9,06%8,69%
1992
14,20%5,92%
1991
23,68%40,07%
1990
-10,17%-3,78%
1989
27,56%27,76%
1988
17,06%12,55%
1987
4,53%1,56%
1986
18,05%14,05%
1985
25,56%28,64%
1984
6,90%-3,94%
1983
26,40%18,56%
1982
30,12%32,75%
1981
-1,18%-2,13%
1980
34,60%40,60%
1979
16,76%32,37%
1978
9,79%15,06%
1977
-2,97%2,56%
1976
19,53%22,23%
1975
28,79%35,35%
1974
-27,89%-31,34%
1973
-18,88%-28,56%
1972
12,75%19,23%
1971
17,59%24,89%
1970
-2,86%-10,89%
1969
-11,16%-9,80%
1968
6,86%15,14%
1967
12,99%42,77%
1966
-5,88%-6,98%
1965
14,80%21,58%
1964
16,45%10,60%
1963
18,27%18,94%
1962
-11,10%-18,01%
1961
28,41%26,01%
1960
2,64%5,60%
1959
14,77%16,68%
1958
38,06%44,67%
1957
-15,44%-15,41%
1956
13,98%9,71%
1955
23,65%20,69%
1954
63,16%47,17%
1953
0,90%-2,95%
1952
11,82%6,47%
1951
18,16%18,43%
1950
25,54%29,37%
1949
15,72%17,04%
1948
-3,22%-1,13%
1947
1,27%-0,18%
1946
-4,28%-8,13%
1945
32,17%34,51%
1944
21,88%23,00%
1943
27,43%36,24%
1942
12,45%33,41%
1941
-4,75%1,63%

Vorige vierteljährliche Erträge (%)

JahrQ1Q2Q3Q4
20249,52%N/AN/AN/A
202312,97%12,14%-4,92%13,04%
2022-20,66%-34,70%0,43%-4,28%
20210,92%8,73%-0,58%2,20%
2020-14,91%28,06%13,86%16,43%
201917,63%5,59%-3,31%9,16%
20180,71%5,02%7,26%-14,53%
20176,16%2,64%0,89%4,65%
2016-2,44%1,09%3,24%1,36%
20154,37%1,82%-7,95%5,76%
20141,83%5,77%0,09%5,48%
20138,91%2,91%8,28%9,98%
201214,42%-6,42%5,84%-1,13%
20116,54%-1,00%-15,70%10,39%
20104,63%-12,54%13,15%11,80%
2009-9,65%16,03%13,08%5,98%
2008-10,17%2,45%-12,94%-24,85%
20071,71%8,77%5,82%-2,67%
20063,10%-2,15%3,22%8,32%
20050,98%1,62%5,41%2,33%
20040,35%0,61%-2,42%8,96%
2003-3,53%11,96%0,58%10,08%
2002-1,11%-9,23%-16,16%2,39%
2001-12,59%2,56%-12,37%7,63%
200011,71%-5,77%10,93%2,91%
19992,29%7,50%-8,47%24,90%
199811,58%4,16%-7,44%13,99%
19974,00%14,14%6,99%2,03%
19962,83%0,62%3,12%5,14%
19956,38%9,73%10,48%4,06%
1994-2,09%-0,30%4,15%-1,61%
19933,33%1,17%2,57%1,70%
19922,24%0,54%0,41%10,64%
199112,60%0,69%4,14%4,74%
1990-2,39%2,55%-13,59%3,85%
19896,38%9,06%9,82%0,12%
19887,83%4,03%1,74%2,57%
198717,77%2,34%3,13%-15,90%
198616,20%7,55%-7,01%1,59%
19859,40%7,72%-7,13%14,72%
1984-2,96%-2,53%8,43%4,23%
198311,35%15,12%0,55%-1,94%
1982-4,22%0,00%11,75%21,57%
19812,81%-1,64%-9,83%8,39%
1980-3,70%13,73%11,24%10,48%
19793,41%3,47%7,19%1,80%
1978-3,37%9,00%7,90%-3,39%
1977-5,58%2,91%-1,58%1,47%
197613,28%1,56%2,34%1,52%
197518,54%16,01%-12,88%7,49%
1974-5,77%-9,49%-26,06%14,36%
1973-8,35%-7,97%8,10%-11,02%
19727,08%0,25%-1,50%6,63%
197113,19%0,26%0,19%3,42%
1970-5,03%-21,80%19,21%9,73%
1969-5,41%-3,75%-2,21%-0,22%
1968-11,27%14,29%2,66%2,64%
19678,07%-0,11%3,17%1,46%
19660,00%-2,62%-10,21%7,65%
19652,90%-2,00%9,10%4,34%
19646,36%4,71%4,25%0,30%
19636,13%4,77%2,48%3,79%
1962-2,99%-20,51%2,19%12,81%
196114,42%0,84%4,58%6,41%
1960-6,72%4,19%-3,54%9,48%
19594,60%6,51%-3,98%7,28%
19586,90%7,29%10,10%9,33%
1957-4,36%5,47%-10,55%-6,28%
19569,14%-0,34%-1,89%6,81%
19555,65%8,44%-0,19%8,13%
195412,75%11,90%9,57%18,02%
1953-1,27%-4,18%-1,01%7,74%
19522,33%1,62%-0,96%8,58%
19515,82%-2,06%14,39%-0,33%
19503,75%1,61%9,88%8,38%
19491,76%-6,93%11,63%9,45%
19480,00%9,45%-8,99%-2,83%
1947-1,08%-4,01%3,04%3,52%
19466,19%6,41%-18,63%4,10%
19454,09%9,09%7,69%8,07%
19443,04%12,20%-0,72%6,20%
194323,30%6,30%-1,85%-0,94%
1942-3,98%-2,14%9,29%9,50%
1941-3,73%2,35%4,13%-7,16%

Rang in Kategorie (nach Gesamtertrag)

YTD76
1 Monat61
3 Monate70
1 Jahr82
3 Jahre98
5 Jahre99

Berichtigte Erträge

1 Jahr18,06%
3 Jahre-9,08%
5 Jahre4,59%
10 Jahre6,72%