Delaware Mid Cap Value A (DLMAX)

8.05 +0.08 (+1.00%) USD  |  Sep 27 2021

DLMAX Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of September 27, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Delaware Mid Cap Value A
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
22.34%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
19.54%
MFS Mid Cap Value 529A
-2.19%
18.50%
36.14%
9.88%
-2.56%
15.37%
13.35%
-11.67%
30.48%
3.98%
21.58%
Delaware Opportunity A
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
22.19%
Nuveen Mid Cap Value A
-7.42%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.91%
26.69%
1.18%
26.91%
Keeley Mid Cap Dividend Value A
--
15.04%
34.66%
11.00%
-4.47%
23.80%
15.69%
-12.86%
25.61%
-1.77%
18.15%
As of September 27, 2021.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Delaware Mid Cap Value A
-0.74%
1.64%
5.92%
54.02%
8.76%
11.26%
12.00%
--
--
8.32%
S&P 500 Total Return
-1.36%
4.14%
12.57%
36.71%
17.19%
17.71%
16.55%
10.59%
9.79%
10.57%
MFS Mid Cap Value 529A
-0.97%
1.46%
6.56%
47.24%
12.14%
11.78%
13.42%
8.95%
10.21%
9.26%
Delaware Opportunity A
-0.82%
1.63%
5.99%
54.20%
9.74%
10.54%
12.41%
8.65%
9.22%
9.03%
Nuveen Mid Cap Value A
-0.87%
2.18%
8.23%
56.06%
10.26%
12.27%
13.06%
7.94%
9.92%
10.22%
Keeley Mid Cap Dividend Value A
-1.02%
-1.54%
3.43%
46.00%
7.08%
9.75%
--
--
--
13.02%
As of September 27, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of August 31, 2021