Delaware Opportunity A (FIUSX)

33.44 +0.75 (+2.29%) USD  |  Nov 30 2022

FIUSX 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 November 29, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Delaware Opportunity A
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
31.05%
-7.42%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-15.74%
Delaware Mid Cap Value A
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
31.13%
-7.42%
Lord Abbett Mid Cap Stock A
14.49%
30.32%
11.60%
-3.55%
16.61%
7.03%
-14.54%
22.91%
2.73%
28.88%
-9.45%
MFS Mid Cap Value A
18.52%
36.19%
9.91%
-2.52%
15.38%
13.38%
-11.66%
30.54%
4.03%
30.50%
-7.14%
Pioneer Mid Cap Value A
10.83%
32.94%
14.74%
-6.42%
16.10%
12.86%
-19.51%
28.04%
1.81%
29.46%
-3.40%
As of November 29, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Delaware Opportunity A
2.48%
1.58%
-3.54%
-3.77%
7.58%
5.90%
9.99%
7.69%
9.17%
8.64%
S&P 500 Total Return
1.63%
-1.37%
-4.01%
-13.62%
9.77%
10.48%
12.99%
9.02%
9.62%
9.86%
Delaware Mid Cap Value A
2.34%
1.55%
-3.56%
-3.76%
7.44%
5.79%
9.92%
--
--
7.59%
Lord Abbett Mid Cap Stock A
3.16%
1.96%
-2.90%
-6.27%
7.27%
4.81%
8.52%
5.83%
7.53%
10.09%
MFS Mid Cap Value A
3.36%
1.63%
-3.27%
-3.85%
9.21%
8.11%
11.05%
8.38%
9.69%
8.82%
Pioneer Mid Cap Value A
3.90%
3.90%
-0.65%
0.52%
8.92%
6.04%
9.65%
6.17%
8.43%
9.78%
As of November 29, 2022. 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 October 31, 2022