Delaware Ivy Global Growth Fund (IVINX)

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The chart shows the growth of an initial investment of $10,000 in Delaware Ivy Global Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Delaware Ivy Global Growth Fund (IVINX) has returned -7.19% so far this year and 9.70% over the past 12 months. Over the last ten years, IVINX has returned 9.88% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 31, 1986, IVINX's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, your investment would double in approximately 9.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +12.0%, while the worst month was Oct 1987 at -25.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IVINX closed higher 53% of trading days. The best single day was Dec 15, 2022 with a return of +73.7%, while the worst single day was Dec 16, 2022 at -45.3%.

Delaware Ivy Global Growth Fund has an annualized alpha of 1.96%, beta of 0.63, and R² of 0.27 versus S&P 500 Index. Calculated based on daily prices since April 01, 1986.

• This fund participated in 89.69% of S&P 500 Index downside but only 78.62% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.63 may look defensive, but with R² of 0.27 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.27 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IVINX has a high expense ratio of 1.28%, indicating above-average management fees.

IVINX ranks 21 for risk / return — below 21% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Delaware Ivy Global Growth Fund (IVINX) and compare them to a chosen benchmark (S&P 500 Index).

Delaware Ivy Global Growth Fund provided a 9.59% dividend yield over the last twelve months, with an annual payout of $3.39 per share.

The table displays the monthly dividend distributions for Delaware Ivy Global Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Delaware Ivy Global Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Delaware Ivy Global Growth Fund was 70.19%, occurring on Oct 9, 2002. Recovery took 3668 trading sessions.

The current Delaware Ivy Global Growth Fund drawdown is 16.42%.

The chart below shows the rolling one-month volatility.