Delaware Funds by Macquarie

  • Optimum Large Cap Value Fund

Optimum Large Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2003 6.5 1.3 4.5 -0.7 2 0 0 0 0 0 0 0 0
2004 3.6 4.3 1.7 1.7 0.7 -1.9 2.2 0.3 -1 -1.7 2.2 1.2 13.8
2005 0.4 2.3 -1.9 0.9 -0.9 3.4 0.6 1.9 -1.4 -1.1 3 -1.8 5.4
2006 2.1 1.3 3.4 2.8 1.9 1.2 0 -2.4 2.9 1.1 0.6 2.5 18.6
2007 -1 -4 1 3.1 1.3 -4.1 -1.5 3.7 4.4 1.2 -1.3 1.8 4.1
2008 2.6 -8.1 -17.5 -7.7 1.2 -0.6 -9.7 0.7 4.7 -0.9 -3.3 -5.1 -37.5
2009 2.6 5.1 -2.6 3.1 4.2 7.4 -0.2 6 11 9.3 -11.5 -8.2 26.5
2010 6.3 -0.2 3.2 8.5 -4.7 7.4 -5.7 -8.2 1.9 5.8 3 -3.4 12.7
2011 0 -1.7 11.4 -8.8 -5 -2.4 -1.7 -0.2 2.7 1.1 4.1 1.4 -0.4
2012 1.1 0.4 -1.5 2.1 2.2 1.7 3.3 -7.3 -0.6 3.1 5.2 5.8 15.8
2013 2.8 3.7 4.1 3.2 -3.1 5 -1.7 2.1 1.4 3.9 0.8 6.3 32.1
2014 -0.4 0.6 1.5 -2.1 3.5 -1.7 1.2 1.1 0.6 1.3 4.7 -4.7 5.3
2015 -3.7 0.8 7.2 -2.9 -6.1 0.8 -2.2 0.3 1.3 -1.8 6.2 -3 -3.8
2016 1.9 4.9 -1.8 -0.9 0.6 3.6 -0.5 1.4 1.2 7.2 -0.5 -5.9 10.9
2017 1.3 3 1.2 2.8 -0.4 1 2 0.2 -0.1 -0.7 3.8 0.9 16.1
2018 -9.8 3.5 -5.3 0.3 0.7 4.4 -0.4 0.3 -0.4 -2.2 -4.9 4.7 -9.7
2019 0.2 3.3 1 2.8 -2.3 1.5 6.4 -5.5 4 0.6 3.4 7.6 24.5
2020 3.2 11.6 -1.6 -2.9 4 3.8 -0.4 3.1 10.6 -15.1 -9.6 -2.2 1.3
2021 -1.3 -3.4 5.9 -3.4 2.2 1.8 -1.2 2.4 11.8 -0.8 12.6 -8 18
2022 -9.2 6.5 10.1 -7.9 -2.5 6.2 -8.2 2.4 -6 2.6 -1.8 -2.4 -11.7
2023 -10.5 7 -2.8 -3.7 -2.3 2.9 6.2 -3.4 2 -0.6 -3.6 3.4 -6.6
2024 -4.8 5 3.6 0.8 0 0 0 0 0 0 0 0 4.4