Delaware Opportunity A (FIUSX)

29.39 -0.27 (-0.91%) USD  |  Jan 26

FIUSX 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 January 26, 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 Opportunity A
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
3.01%
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%
2.57%
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%
3.19%
Columbia Select Mid Cap Value A
-4.28%
16.49%
35.16%
11.99%
-5.18%
13.95%
13.33%
-13.46%
31.30%
6.48%
1.73%
Pioneer Mid Cap Value A
-6.04%
10.83%
32.94%
14.74%
-6.42%
16.10%
12.86%
-19.51%
28.04%
1.81%
2.39%
Lord Abbett Mid Cap Stock A
-3.95%
14.49%
30.32%
11.60%
-3.55%
16.61%
7.03%
-14.54%
22.91%
2.73%
3.82%
As of January 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Delaware Opportunity A
4.00%
21.13%
31.04%
3.92%
2.16%
9.25%
9.50%
7.20%
6.60%
8.60%
S&P 500 Total Return
4.06%
13.65%
20.70%
18.95%
12.39%
17.44%
13.82%
9.91%
7.46%
10.27%
Delaware Mid Cap Value A
4.14%
20.96%
30.91%
3.73%
2.04%
11.48%
8.35%
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7.35%
Columbia Select Mid Cap Value A
2.79%
18.86%
29.76%
8.71%
5.94%
11.86%
9.50%
7.36%
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9.03%
Pioneer Mid Cap Value A
3.18%
14.58%
22.23%
4.02%
0.54%
9.01%
7.33%
5.86%
7.15%
9.68%
Lord Abbett Mid Cap Stock A
4.62%
20.82%
23.61%
6.92%
2.56%
8.88%
7.70%
5.71%
7.10%
10.26%
As of January 26, 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 December 31, 2020