Delaware Opportunity A (FIUSX)

34.23 -0.34 (-0.98%) USD  |  Sep 17 2021

FIUSX Performance

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Cumulative Total Returns Versus Peers

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 September 17, 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%
19.98%
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%
19.26%
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%
20.06%
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%
18.95%
MFS Mid Cap Value A
-2.04%
18.52%
36.19%
9.91%
-2.52%
15.38%
13.38%
-11.66%
30.54%
4.03%
19.88%
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%
19.30%
As of September 17, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Delaware Opportunity A
-0.32%
2.12%
3.98%
44.63%
8.79%
10.40%
11.74%
8.59%
8.87%
8.97%
S&P 500 Total Return
-0.20%
5.36%
12.34%
34.04%
17.45%
17.89%
16.13%
10.67%
9.68%
10.57%
Delaware Mid Cap Value A
-0.25%
2.07%
3.95%
44.31%
7.86%
11.11%
11.15%
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8.19%
Pioneer Mid Cap Value A
-1.52%
0.87%
3.76%
36.27%
8.13%
9.24%
10.21%
6.92%
8.28%
10.00%
MFS Mid Cap Value A
-0.81%
1.69%
5.29%
39.23%
11.41%
11.75%
12.78%
8.98%
9.97%
9.32%
Lord Abbett Mid Cap Stock A
-0.43%
0.82%
3.84%
41.46%
7.46%
8.43%
10.20%
6.67%
8.10%
10.48%
As of September 17, 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 August 31, 2021