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 has an expense ratio of 0.89%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Delaware Ivy Large Cap Growth Fund (WLGAX) returned -2.64% year-to-date (YTD) and 8.30% over the past 12 months. Over the past 10 years, WLGAX delivered an annualized return of 14.33%, outperforming the S&P 500 benchmark at 10.68%.
WLGAX
-2.64%
6.12%
-2.90%
8.30%
17.78%
14.95%
14.33%
^GSPC (Benchmark)
-1.34%
5.80%
-2.79%
9.39%
13.76%
14.45%
10.68%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.38% | -2.71% | -5.52% | -0.30% | 4.80% | -2.64% | |||||||
| 2024 | 2.42% | 5.14% | 1.84% | -4.87% | 4.89% | 5.52% | 0.64% | 2.19% | 1.24% | -0.61% | 5.25% | -1.47% | 23.93% |
| 2023 | 8.38% | -3.68% | 8.12% | 3.30% | 3.11% | 5.89% | 1.90% | -0.48% | -5.63% | -1.14% | 10.94% | 3.11% | 37.78% |
| 2022 | -8.02% | -5.27% | 4.19% | -11.99% | -1.75% | -7.03% | 11.92% | -5.32% | -10.19% | 6.64% | 4.96% | -6.14% | -27.04% |
| 2021 | -2.73% | 1.42% | 2.80% | 7.60% | -0.10% | 5.52% | 3.42% | 4.01% | -5.92% | 8.04% | -0.05% | 3.37% | 29.95% |
| 2020 | 2.58% | -6.52% | -9.48% | 12.96% | 7.25% | 3.54% | 6.45% | 9.42% | -4.80% | -3.92% | 8.68% | 3.72% | 30.75% |
| 2019 | 7.85% | 4.63% | 2.71% | 4.35% | -4.09% | 6.77% | 1.81% | 0.32% | -0.24% | 1.29% | 3.75% | 2.93% | 36.52% |
| 2018 | 8.36% | -1.44% | -2.54% | 0.57% | 4.79% | 0.25% | 2.42% | 4.98% | 1.28% | -8.61% | 1.62% | -7.96% | 2.37% |
| 2017 | 3.92% | 3.60% | 1.05% | 2.30% | 3.01% | -1.49% | 3.77% | 2.28% | 1.47% | 3.73% | 1.53% | 0.72% | 29.02% |
| 2016 | -6.55% | -2.63% | 6.00% | -0.45% | 1.93% | -2.18% | 5.88% | -0.11% | 1.08% | -2.61% | 1.31% | 0.20% | 1.19% |
| 2015 | 0.60% | 6.05% | -1.44% | -1.41% | 1.64% | -0.05% | 3.28% | -6.20% | -2.42% | 8.86% | 0.05% | -1.53% | 6.78% |
| 2014 | -2.27% | 6.20% | -3.98% | -1.31% | 3.51% | 2.50% | -0.60% | 4.42% | -2.04% | 3.74% | 1.90% | -0.74% | 11.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WLGAX is 45, indicating average performance compared to other mutual funds on our website. Here’s 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.
Loading data...
Dividends
Dividend History
Delaware Ivy Large Cap Growth Fund provided a 1.70% dividend yield over the last twelve months, with an annual payout of $0.60 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.60 | $0.91 | $2.88 | $3.32 | $1.90 | $3.04 | $2.78 | $0.97 | $0.91 | $1.18 | $1.39 |
Dividend yield | 1.70% | 1.66% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% | 7.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Delaware Ivy Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.88 | $2.88 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.32 | $3.32 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 | $1.90 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.04 | $3.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.72 | $0.00 | $0.05 | $2.78 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $0.97 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 | $1.18 |
| 2014 | $1.39 | $1.39 |
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.
Loading data...
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 49.78%, occurring on Mar 9, 2009. Recovery took 764 trading sessions.
The current Delaware Ivy Large Cap Growth Fund drawdown is 6.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.78% | Nov 1, 2007 | 338 | Mar 9, 2009 | 764 | Mar 19, 2012 | 1102 |
| -45.49% | Jan 24, 2001 | 424 | Oct 7, 2002 | 1159 | May 18, 2007 | 1583 |
| -31.96% | Dec 28, 2021 | 202 | Oct 14, 2022 | 310 | Jan 10, 2024 | 512 |
| -30.92% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -20.96% | Oct 2, 2018 | 58 | Dec 24, 2018 | 68 | Apr 3, 2019 | 126 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...