WLGYX
Delaware Ivy LargeCap Growth-Y
$36.65
-0.04 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 8449.328M |
| 52 Week High | 36.7 |
| 52 Week Low | 26.563 |
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Key Data
| Symbol | WLGYX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 36.65 |
| Price Yesterday | 36.69 |
| Market Cap | 8,449.33 |
| YTD Return | 17.85% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0089 |
Overview
| 52 Week High | 36.70 |
|---|---|
| 52 Week Low | 26.56 |
| Market Cap | 8,449.33M |
| Shares Outstanding | 230.54M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 2.49% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.49% |
Returns Annualized
| One Day | -24.05% |
|---|---|
| Five Days | 139.83% |
| One Months | 84.68% |
| Three Months | 38.67% |
| Six Months | 41.69% |
| Nine Months | 42.26% |
| One Year | 29.54% |
| Three Years | 9.27% |
| Five Years | 16.92% |
| Ten Years | 15.32% |
| YTD | 37.52% |
| Since Inception | 9.24% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 1.75% |
| One Month | 4.98% |
| Three Months | 8.37% |
| Six Months | 18.69% |
| Nine Months | 29.86% |
| One Year | 29.51% |
| Three Years | 30.28% |
| Five Years | 118.01% |
| Ten Years | 314.45% |
| YTD | 17.85% |
| Since Inception | 701.97% |
Yearly Returns
| 2024 | 17.85% |
|---|---|
| 2023 | 37.83% |
| 2022 | -27.03% |
| 2021 | 30.19% |
| 2020 | 30.69% |
| 2019 | 36.46% |
| 2018 | 2.14% |
| 2017 | 29.15% |
| 2016 | 1.20% |
| 2015 | 6.90% |
Risk against SP-DA
| Alpha | -1.61% |
|---|---|
| Beta | 1.1 |
| Correlation | 92.83% |
| Downside Deviation | 3.01% |
| Coefficient of determination | 86.17% |
| Standard Deviation | 3.83% |
| Sharpe Ratio | 0.06 |
| Sortino | 0.27 |
| Treynor | 21.88 |
| Ulcer Index | 3.1 |
| Ulcer Performance Index | 0.27 |