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Macquarie Pooled Large Cap Value (DPDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.52-0.10 (-0.54%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.57%
5-year average return10.48%
Number of years up21
Number of years down7
Best 1-yr total return (3 Feb 2019)33.13%
Worst 1-yr total return (3 Feb 2019)-33.15%
Best 3-yr total return33.13%
Worst 3-yr total return-8.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDPDEXCategory
YTD12.65%17.52%
1-month-1.99%-0.87%
3-month0.45%5.51%
1-year27.05%42.88%
3-year6.57%11.93%
5-year10.08%12.07%
10-year12.52%10.95%
Last bull market24.36%23.18%
Last bear market-13.57%-17.87%

Annual total return (%) history

Year
DPDEXCategory
2021
N/AN/A
2020
0.06%2.91%
2019
20.14%25.04%
2018
-2.64%-8.53%
2017
13.69%15.94%
2016
14.64%14.81%
2015
-0.74%-4.05%
2014
14.23%10.21%
2013
33.13%31.21%
2012
15.33%14.57%
2011
10.46%-0.75%
2010
15.57%13.66%
2009
18.67%24.13%
2008
-33.15%-37.09%
2007
-2.43%1.42%
2006
22.47%18.15%
2005
4.66%5.95%
2004
10.20%12.97%
2003
28.23%28.44%
2002
-14.15%-18.69%
2001
-3.93%-4.99%
2000
12.86%7.87%
1999
-2.06%6.72%
1998
11.83%12.00%
1997
30.53%26.61%
1996
20.60%20.08%
1995
34.06%32.39%
1994
3.42%-0.70%
1993
19.44%13.61%
1992
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.17%N/AN/AN/A
2020-26.63%15.38%2.77%15.01%
201910.22%0.59%1.97%6.27%
2018-0.88%2.31%8.32%-11.37%
20173.25%-0.40%4.88%5.42%
20161.64%8.86%0.00%3.61%
20151.77%-1.66%-7.50%7.24%
20142.78%5.57%1.75%3.48%
201311.75%4.05%4.49%9.57%
20128.28%-0.28%5.24%1.48%
20118.17%2.44%-12.77%14.29%
20103.60%-9.67%12.24%10.02%
2009-10.92%10.66%11.83%7.64%
2008-9.59%-6.11%-9.25%-13.21%
20070.56%6.56%-2.71%-6.42%
20064.23%0.87%8.69%7.17%
2005-1.04%1.18%2.56%1.93%
20041.46%1.62%-1.29%8.28%
2003-5.48%17.91%2.28%12.50%
20025.61%-7.42%-18.55%7.79%
2001-3.58%3.67%-11.08%8.08%
2000-5.71%0.07%8.63%10.11%
1999-0.07%7.13%-9.52%1.10%
199811.08%-0.95%-10.87%14.05%
19971.82%14.92%8.77%2.57%
19965.29%1.86%4.24%7.88%
19959.97%6.88%7.82%5.79%
1994-1.78%3.73%4.08%-2.47%
19937.92%2.23%5.63%2.49%
19924.35%1.81%5.72%N/A

Rank in category (by total return)

YTD92
1-month94
3-month98
1-year87
3-year86
5-year90

Load adjusted returns

1-year32.76%
3-year9.03%
5-year9.14%
10-year11.51%