WLGYX
Delaware Ivy LargeCap Growth-Y
$32.73
0.43 (1.33%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap Growth |
---|---|
Market Cap | 6492.061M |
52 Week High | 34.29 |
52 Week Low | 25.33 |
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Key Data
Symbol | WLGYX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 32.73 |
Price Yesterday | 32.3 |
Market Cap | 6,492.06 |
YTD Return | 5.24% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0089 |
Overview
52 Week High | 34.29 |
---|---|
52 Week Low | 25.33 |
Market Cap | 6,492.06M |
Shares Outstanding | 198.35M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 2.79% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.79% |
Returns Annualized
One Day | 2,710.57% |
---|---|
Five Days | -12.94% |
One Months | -41.83% |
Three Months | 8.91% |
Six Months | 42.15% |
Nine Months | 16.45% |
One Year | 26.48% |
Three Years | 8.05% |
Five Years | 15.41% |
Ten Years | 14.73% |
YTD | 17.96% |
Since Inception | 8.80% |
Returns Total
One Day | 1.33% |
---|---|
Five Days | -0.27% |
One Month | -4.41% |
Three Months | 2.15% |
Six Months | 19.04% |
Nine Months | 12.15% |
One Year | 26.45% |
Three Years | 26.05% |
Five Years | 104.50% |
Ten Years | 294.05% |
YTD | 5.24% |
Since Inception | 616.19% |
Yearly Returns
2024 | 5.24% |
---|---|
2023 | 37.83% |
2022 | -27.03% |
2021 | 30.19% |
2020 | 30.69% |
2019 | 36.46% |
2018 | 2.14% |
2017 | 29.15% |
2016 | 1.20% |
2015 | 6.90% |
Risk against SP-DA
Alpha | -0.16% |
---|---|
Beta | 1.1 |
Correlation | 95.23% |
Downside Deviation | 2.94% |
Coefficient of determination | 90.68% |
Standard Deviation | 3.98% |
Sharpe Ratio | 0.13 |
Sortino | 0.63 |
Treynor | 19.1 |
Ulcer Index | 3.01 |
Ulcer Performance Index | 0.62 |