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Delaware Value R6 (DDZRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.09-0.05 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.95%
5-year average return6.08%
Number of years up5
Number of years down2
Best 1-yr total return (1 Jul 2024)22.57%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return22.57%
Worst 3-yr total return5.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDDZRXCategory
YTD3.31%4.44%
1-month-0.49%-4.04%
3-month-4.67%4.09%
1-year6.66%14.37%
3-year3.60%6.04%
5-year6.31%9.20%
10-year7.17%8.57%
Last bull market19.13%22.97%
Last bear market-10.04%-11.27%

Annual total return (%) history

Year
DDZRXCategory
2024
N/AN/A
2023
2.15%11.63%
2022
-3.42%-5.90%
2021
22.57%26.22%
2020
0.21%2.91%
2019
20.36%25.04%
2018
-2.82%-8.53%
2017
13.81%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.37%-4.67%N/AN/A
2023-3.88%2.94%-5.36%9.09%
20220.22%-10.04%-5.77%13.70%
20219.08%3.00%0.07%9.01%
2020-26.63%15.42%2.84%15.07%
201910.25%0.63%2.10%6.25%
2018-0.95%2.40%8.21%-11.46%
20173.17%-0.27%4.82%5.53%
2016-0.01%3.59%N/AN/A

Rank in category (by total return)

YTD92
1-month47
3-month96
1-year95
3-year90
5-year93

Load adjusted returns

1-year6.66%
3-year3.60%
5-year6.31%
10-year7.17%