UK markets open in 7 hours 40 minutes

Delaware Extended Duration Bond R (DEERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.87+0.06 (+0.43%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.12%
5-year average return-0.87%
Number of years up12
Number of years down6
Best 1-yr total return (29 Apr 2024)24.66%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return24.66%
Worst 3-yr total return-7.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDEERXCategory
YTD-1.36%-2.13%
1-month1.77%3.11%
3-month-1.36%5.79%
1-year2.39%3.24%
3-year-5.39%9.85%
5-year0.21%6.00%
10-year2.09%7.05%
Last bull market5.78%5.89%
Last bear market-13.35%9.39%

Annual total return (%) history

Year
DEERXCategory
2024
N/AN/A
2023
9.16%N/A
2022
-26.92%N/A
2021
-1.17%N/A
2020
14.30%14.29%
2019
22.33%19.31%
2018
-8.35%-3.26%
2017
11.80%9.74%
2016
6.95%6.05%
2015
-4.98%-2.58%
2014
15.58%11.34%
2013
-4.09%-5.31%
2012
15.91%12.97%
2011
16.19%11.47%
2010
13.98%11.43%
2009
24.66%15.90%
2008
-2.92%-3.72%
2007
2.56%3.10%
2006
5.15%4.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.36%N/AN/AN/A
20235.15%-0.79%-7.00%12.50%
2022-11.20%-13.35%-8.44%3.72%
2021-8.18%6.32%0.08%1.16%
2020-5.75%12.00%2.77%5.36%
20197.61%6.65%6.12%0.43%
2018-4.34%-2.68%0.41%-1.95%
20171.80%4.62%2.00%2.91%
20165.27%5.07%2.30%-5.48%
20153.14%-7.09%0.47%-1.31%
20146.38%5.43%-0.18%3.23%
2013-0.09%-5.57%-0.60%2.28%
20120.96%6.69%5.41%2.08%
20110.91%2.57%7.75%4.19%
20103.76%4.89%7.50%-2.57%
2009-6.49%14.56%14.82%1.35%
2008-0.03%-1.85%-8.68%8.35%
20070.96%-2.19%1.72%2.11%
2006-2.82%-2.12%7.72%2.63%

Rank in category (by total return)

YTD38
1-month45
3-month38
1-year51
3-year75
5-year75

Load adjusted returns

1-year2.39%
3-year-5.39%
5-year0.21%
10-year2.09%