Delaware Mid Cap Value A (DLMAX)

7.12 -0.10 (-1.38%) USD  |  Mar 4

DLMAX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 04, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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%
8.21%
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%
0.61%
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%
6.81%
Delaware Opportunity A
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
8.03%
MassMutual Select Mid-Cap Value A
-3.39%
15.85%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
6.06%
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%
7.95%
As of March 04, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Delaware Mid Cap Value A
3.34%
9.61%
30.06%
22.10%
6.43%
10.73%
8.50%
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7.69%
S&P 500 Total Return
-2.51%
2.25%
10.83%
22.54%
14.03%
15.76%
13.35%
9.67%
7.85%
10.17%
MFS Mid Cap Value 529A
2.88%
8.18%
24.35%
20.63%
9.35%
10.96%
10.31%
7.96%
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8.81%
Delaware Opportunity A
3.28%
9.48%
30.05%
22.42%
6.50%
9.47%
9.59%
7.50%
7.15%
8.75%
MassMutual Select Mid-Cap Value A
2.90%
6.00%
20.26%
15.48%
6.48%
10.09%
8.52%
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6.95%
Nuveen Mid Cap Value A
2.71%
9.07%
27.71%
19.95%
7.27%
11.30%
8.97%
7.02%
8.33%
9.87%
As of March 04, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of January 31, 2021