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Delaware Small Cap Growth C (DSGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.36-0.08 (-0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.05%
5-year average return6.17%
Number of years up5
Number of years down2
Best 1-yr total return (6 Jun 2024)94.92%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return94.92%
Worst 3-yr total return-14.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSGEXCategory
YTD6.73%12.40%
1-month2.59%3.37%
3-month-2.46%4.88%
1-year18.73%55.69%
3-year-12.26%19.34%
5-year7.30%20.72%
10-year0.00%13.98%
Last bull market32.14%27.85%
Last bear market-32.61%-24.06%

Annual total return (%) history

Year
DSGEXCategory
2024
N/AN/A
2023
23.92%N/A
2022
-45.67%N/A
2021
-7.17%N/A
2020
94.92%38.62%
2019
29.79%27.68%
2018
0.66%-5.76%
2017
33.34%21.50%
2016
N/A11.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.67%N/AN/AN/A
202312.80%8.75%-5.78%7.22%
2022-16.84%-32.61%-0.54%-2.54%
20210.48%3.00%-2.97%-7.56%
2020-13.59%50.79%18.11%26.67%
201925.34%4.06%-8.10%8.27%
20183.81%14.00%11.51%-23.72%
20173.73%4.69%3.02%19.18%
201615.65%-6.56%N/AN/A

Rank in category (by total return)

YTD31
1-month89
3-month82
1-year44
3-year96
5-year74

Load adjusted returns

1-year18.73%
3-year-12.26%
5-year7.30%
10-yearN/A