Delaware Ivy Wilshire Glbl Allocation R6 (IWGNX)

8.34 +0.01 (+0.12%) USD  |  Aug 16 2022

IWGNX 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 August 16, 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 Ivy Wilshire Glbl Allocation R6
18.91%
25.25%
-5.27%
-8.22%
-2.70%
15.92%
-7.33%
18.68%
11.16%
11.59%
-9.74%
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%
-8.80%
Voya Global Diversified Payment R
12.98%
10.51%
3.45%
-0.58%
4.14%
11.93%
-7.33%
14.38%
10.66%
11.46%
-13.28%
Goldman Sachs Growth Strategy R
14.35%
17.93%
2.06%
-0.31%
6.18%
20.67%
-11.18%
21.98%
13.65%
16.31%
-11.36%
Goldman Sachs Satellite Strategies R
16.01%
2.44%
-0.51%
-3.49%
5.72%
13.94%
-10.56%
18.12%
3.10%
7.93%
-10.20%
DWS RREEF Real Assets R
9.25%
0.56%
2.91%
-9.92%
3.74%
14.29%
-5.56%
21.22%
3.33%
23.11%
-0.86%
As of August 16, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Delaware Ivy Wilshire Glbl Allocation R6
7.47%
3.73%
-6.61%
-8.91%
6.68%
5.41%
4.96%
5.39%
7.87%
8.09%
S&P 500 Total Return
11.58%
7.87%
-3.04%
-2.46%
16.11%
13.77%
13.96%
9.93%
10.13%
10.21%
Voya Global Diversified Payment R
6.40%
1.90%
-8.57%
-10.88%
4.04%
3.37%
4.66%
--
--
3.93%
Goldman Sachs Growth Strategy R
7.81%
2.81%
-7.16%
-9.75%
8.69%
6.29%
7.39%
4.44%
6.56%
4.96%
Goldman Sachs Satellite Strategies R
7.01%
0.50%
-7.61%
-10.64%
2.00%
1.87%
2.81%
2.26%
--
1.86%
DWS RREEF Real Assets R
8.35%
0.66%
1.52%
3.96%
10.12%
8.66%
5.08%
4.16%
--
3.92%
As of August 16, 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 July 31, 2022