DLMAX Performance & Returns | Delaware Mid Cap Value A

Delaware Mid Cap Value A (DLMAX)

5.48 +0.00 (+0.00%) USD | Oct 30

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of October 30, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

YTD

Delaware Mid Cap Value A

27.63%

-5.77%

13.14%

28.85%

6.71%

-0.32%

18.61%

16.84%

-15.56%

28.92%

-17.72%

S&P 500 Total Return

15.06%

2.11%

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

2.77%

MFS Mid Cap Value 529A

26.93%

-2.19%

18.50%

36.14%

9.88%

-2.56%

15.37%

13.35%

-11.67%

30.48%

-12.00%

Delaware Opportunity A

24.01%

-1.01%

18.68%

43.83%

5.71%

-1.18%

7.87%

18.66%

-15.78%

29.50%

-17.54%

Victory Integrity Mid-Cap Value A

16.49%

36.58%

10.64%

-6.31%

19.90%

16.08%

-15.19%

27.39%

-13.81%

MassMutual Select Mid-Cap Value A

22.77%

-3.39%

15.85%

33.18%

6.18%

-5.06%

20.60%

11.61%

-13.28%

28.46%

-13.80%

As of October 30, 2020.

Periodic Total Returns Versus Peers

Name

10Y

15Y

20Y

Delaware Mid Cap Value A

1.86%

3.98%

12.30%

-13.09%

-2.38%

3.66%

7.15%

5.64%

S&P 500 Total Return

-2.66%

1.15%

13.29%

9.39%

10.46%

11.71%

13.01%

9.17%

6.41%

9.76%

MFS Mid Cap Value 529A

1.13%

1.32%

12.97%

-7.08%

1.84%

5.26%

9.39%

7.02%

7.66%

Delaware Opportunity A

1.89%

4.04%

12.70%

-12.73%

-1.88%

2.42%

8.41%

6.38%

5.40%

7.82%

Victory Integrity Mid-Cap Value A

1.72%

2.41%

15.42%

-9.41%

-0.43%

4.83%

7.57%

MassMutual Select Mid-Cap Value A

0.35%

-0.18%

8.13%

-9.25%

0.18%

4.66%

7.73%

5.55%

As of October 30, 2020. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of September 30, 2020