Delaware Equity Income A (FIUTX)

6.95 +0.04 (+0.58%) USD  |  May 16 2022

FIUTX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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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 May 16, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Delaware Equity Income A
10.45%
29.58%
7.93%
-1.50%
12.86%
15.06%
-8.74%
22.63%
-0.38%
21.36%
-1.06%
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%
-15.45%
BNY Mellon Equity Income Fund A
9.56%
29.82%
12.18%
-3.79%
16.94%
16.98%
-3.79%
24.61%
3.41%
28.74%
-6.65%
JNL/Invesco Diversified Dividend A
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-7.26%
23.84%
0.61%
18.65%
-2.40%
Voya Large Cap Value A
14.13%
30.16%
9.53%
-4.86%
13.27%
13.30%
-8.14%
24.56%
5.58%
26.30%
-4.32%
Virtus NFJ Dividend Value A
13.93%
28.64%
9.65%
-8.63%
15.87%
15.70%
-10.12%
24.66%
-2.49%
28.53%
-11.32%
As of May 16, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Delaware Equity Income A
-3.87%
-2.45%
1.25%
3.22%
9.88%
8.07%
9.92%
5.96%
7.00%
6.48%
S&P 500 Total Return
-8.65%
-10.11%
-14.12%
-2.61%
13.57%
12.80%
13.92%
8.90%
8.82%
10.04%
BNY Mellon Equity Income Fund A
-5.02%
-6.66%
-5.01%
4.10%
12.02%
10.62%
11.72%
7.60%
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8.46%
JNL/Invesco Diversified Dividend A
-5.30%
-4.01%
-1.69%
-0.22%
8.83%
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7.22%
Voya Large Cap Value A
-6.50%
-4.56%
-3.42%
1.83%
12.05%
9.52%
10.82%
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8.28%
Virtus NFJ Dividend Value A
-5.56%
-6.38%
-8.53%
-0.34%
7.27%
7.07%
9.29%
4.62%
6.75%
7.61%
As of May 16, 2022. 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 April 30, 2022