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    Delaware Funds by Macquarie

  • Optimum Small-Mid Cap Value Fund

Optimum Small-Mid Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2003 4.3 3.4 7.5 -0.9 5.1 0 0 0 0 0 0 0 0
2004 3.8 8.5 0.5 3.2 1.2 -4 4.7 0.9 -2.5 2 3 2.9 26.3
2005 1.8 4.8 -3.4 -0.6 -1.7 6 3 4.6 -5.8 -1.6 3.5 -2.4 7.7
2006 0.7 3.6 3.5 1.8 2 -3.2 -1.6 -4.5 -0.7 3.4 -1.2 5.8 9.6
2007 -0.9 -6.6 -0.2 -0.8 -2.2 -7 -1.1 4.3 2.5 1 0.2 3.2 0
2008 2.5 -13.8 -24.2 -9.5 4.1 0.5 -8.7 4.9 4.4 0.9 -1.7 -4.6 -40
2009 6.7 3.6 -4.6 6.1 4.4 11 -0.1 4.4 20 8.8 -12.8 -8.7 40.5
2010 8 2.2 4.2 11 -6.7 7.8 -7.8 -7.3 4.5 6.8 5.4 -3 24.9
2011 0.2 0.5 16.7 -12.4 -7 -4.7 -2.3 -2 1.8 2.8 4.6 1.7 -2.8
2012 4.1 2.4 -1.1 2.4 3 0.3 2.2 -7.9 -2.1 2.2 2.5 8.5 16.8
2013 2.9 2.6 2.5 5.4 -3.6 7.7 -2 4.3 -0.6 3 1.1 5.8 32.6
2014 0.9 -1 2.6 -5.9 4.2 -5.1 3.7 0.5 -1.6 0.5 4.9 -4 -1.1
2015 -6.4 1.8 5.8 -5.4 -4.2 -4.1 -2 1 0.8 -0.3 6.1 -3.9 -11
2016 3.8 8 -1.7 -0.7 1.2 4.4 -0.4 1.5 0.5 7.2 1.5 -7.5 18.2
2017 -0.6 3.3 1 4.3 -1.7 0.7 1.5 -2.1 0.9 -0.6 2.4 0.2 9.5
2018 -11.6 2.1 -9.3 -1.9 1.7 2.4 0.4 2.7 -0.7 0.4 -4.8 2 -16.6
2019 -0.5 3.5 1.3 4.4 -3.9 0.7 7.5 -8.6 3.8 -1.9 3 11.2 20.7
2020 7 17.8 0.5 -7.4 5 3.1 1.1 3.7 13.8 -24.9 -11.2 -3.9 -3
2021 -0.2 -2.7 3.1 -2.6 1.6 -0.7 -2.8 2.3 4.5 12.3 8.7 -3.2 20.7
2022 -14.2 6.3 12.3 -11.9 -3.8 8.5 -11.2 3 -6.7 -0.3 1.2 -3.3 -21.6
2023 7.4 7.9 -5.3 -4.5 -3.4 4.7 9.5 -4.8 -1.3 -6.4 -3.1 9.9 8.6
2024 -6.8 5.4 3.2 -1.6 0 0 0 0 0 0 0 0 0.9