Delaware Ivy Large Cap Growth Fund (WLGAX)
The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.
Fund Info
US4660006275
466000627
Jun 30, 2000
$1,000
Large-Cap
Growth
Expense Ratio
WLGAX features an expense ratio of 0.89%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Delaware Ivy Large Cap 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.
Returns By Period
Delaware Ivy Large Cap Growth Fund had a return of 1.90% year-to-date (YTD) and 27.95% in the last 12 months. Over the past 10 years, Delaware Ivy Large Cap Growth Fund had an annualized return of 7.44%, while the S&P 500 had an annualized return of 11.35%, indicating that Delaware Ivy Large Cap Growth Fund did not perform as well as the benchmark.
WLGAX
1.90%
-1.38%
5.35%
27.95%
8.97%
7.44%
^GSPC (Benchmark)
1.59%
-1.89%
7.22%
27.21%
12.98%
11.35%
Monthly Returns
The table below presents the monthly returns of WLGAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.42% | 5.14% | 1.84% | -4.87% | 4.89% | 5.52% | 0.64% | 2.19% | 1.24% | -0.61% | 5.25% | -3.04% | 21.95% |
| 2023 | 8.38% | -3.68% | 8.12% | 3.30% | 3.11% | 5.89% | 1.90% | -0.48% | -5.63% | -1.14% | 10.94% | -0.03% | 33.57% |
| 2022 | -8.02% | -5.27% | 4.19% | -11.99% | -1.75% | -7.03% | 11.92% | -5.32% | -10.19% | 6.64% | 4.96% | -16.25% | -34.90% |
| 2021 | -2.73% | 1.42% | 2.80% | 7.60% | -0.09% | 5.52% | 3.42% | 4.01% | -5.92% | 8.04% | -0.05% | -5.80% | 18.42% |
| 2020 | 2.58% | -6.52% | -9.48% | 12.96% | 7.25% | 3.54% | 6.45% | 9.42% | -4.80% | -3.92% | 8.68% | -2.89% | 22.42% |
| 2019 | 7.85% | 4.63% | 2.71% | 4.36% | -4.09% | 6.77% | 1.81% | 0.32% | -0.24% | 1.29% | 3.75% | -9.11% | 20.55% |
| 2018 | 8.36% | -1.44% | -2.54% | 0.57% | 4.78% | 0.25% | 2.42% | 4.98% | 1.28% | -19.34% | 1.62% | -8.19% | -9.88% |
| 2017 | 3.92% | 3.60% | 1.05% | 2.30% | 3.01% | -1.49% | 3.77% | 2.28% | 1.47% | 3.73% | 1.53% | -3.59% | 23.50% |
| 2016 | -6.55% | -2.63% | 6.00% | -0.45% | 1.93% | -2.18% | 5.88% | -0.11% | 1.08% | -2.61% | 1.32% | -4.71% | -3.77% |
| 2015 | 0.60% | 6.05% | -1.44% | -1.41% | 1.64% | -0.05% | 3.28% | -6.20% | -2.42% | 8.86% | 0.05% | -7.48% | 0.33% |
| 2014 | -2.27% | 6.20% | -3.98% | -1.31% | 3.51% | 2.50% | -0.60% | 4.42% | -2.04% | 3.74% | 1.90% | -7.83% | 3.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 85, WLGAX is among the top 15% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Delaware Ivy Large Cap 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 Large Cap Growth Fund was 50.18%, occurring on Mar 9, 2009. Recovery took 774 trading sessions.
The current Delaware Ivy Large Cap Growth Fund drawdown is 2.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.18% | Nov 1, 2007 | 338 | Mar 9, 2009 | 774 | Apr 2, 2012 | 1112 |
| -45.49% | Jan 24, 2001 | 424 | Oct 7, 2002 | 1159 | May 18, 2007 | 1583 |
| -41.78% | Nov 22, 2021 | 277 | Dec 28, 2022 | 469 | Nov 8, 2024 | 746 |
| -31.79% | Oct 2, 2018 | 370 | Mar 23, 2020 | 72 | Jul 6, 2020 | 442 |
| -21.64% | Jul 21, 2015 | 143 | Feb 11, 2016 | 324 | May 25, 2017 | 467 |
Volatility
Volatility Chart
The current Delaware Ivy Large Cap Growth Fund volatility is 4.15%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.