WLGAX
Delaware Ivy LargeCap Growth-A
$32.65
0.09 (0.28%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap Growth |
---|---|
Market Cap | 6888.824M |
52 Week High | 32.86 |
52 Week Low | 23.543 |
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Key Data
Symbol | WLGAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 32.65 |
Price Yesterday | 32.56 |
Market Cap | 6,888.82 |
YTD Return | 9.56% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0089 |
Overview
52 Week High | 32.86 |
---|---|
52 Week Low | 23.54 |
Market Cap | 6,888.82M |
Shares Outstanding | 210.99M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 2.80% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.80% |
Returns Annualized
One Day | 100.63% |
---|---|
Five Days | -18.17% |
One Months | 27.80% |
Three Months | 45.01% |
Six Months | 56.62% |
Nine Months | 28.10% |
One Year | 38.10% |
Three Years | 12.48% |
Five Years | 17.50% |
Ten Years | 15.25% |
YTD | 46.81% |
Since Inception | 8.91% |
Returns Total
One Day | 0.28% |
---|---|
Five Days | -0.40% |
One Month | 2.06% |
Three Months | 9.56% |
Six Months | 24.90% |
Nine Months | 20.39% |
One Year | 38.05% |
Three Years | 42.20% |
Five Years | 123.69% |
Ten Years | 312.09% |
YTD | 9.56% |
Since Inception | 629.45% |
Yearly Returns
2024 | 9.56% |
---|---|
2023 | 37.81% |
2022 | -27.00% |
2021 | 30.17% |
2020 | 30.76% |
2019 | 36.44% |
2018 | 2.06% |
2017 | 29.03% |
2016 | 1.17% |
2015 | 6.76% |
Risk against SP-DA
Alpha | 1.46% |
---|---|
Beta | 1.09 |
Correlation | 94.17% |
Downside Deviation | 2.86% |
Coefficient of determination | 88.69% |
Standard Deviation | 3.88% |
Sharpe Ratio | 0.3 |
Sortino | 1.4 |
Treynor | 30.17 |
Ulcer Index | 2.87 |
Ulcer Performance Index | 1.4 |