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 3.3 7.5 -1 5.1 0 0 0 0 0 0 0 0
2004 3.7 8.4 0.5 3.2 1.2 -4.1 4.6 0.9 -2.6 2.1 2.9 2.8 25.4
2005 1.7 4.8 -3.5 -0.7 -1.7 5.9 2.9 4.6 -5.9 -1.7 3.5 -2.5 6.9
2006 0.7 3.7 3.4 1.8 1.9 -3.2 -1.6 -4.5 -0.8 3.3 -1.2 5.7 8.9
2007 -0.9 -6.6 -0.2 -0.8 -2.2 -7 -1.2 4.3 2.5 0.8 0.2 3.2 -8.3
2008 2.4 -13.9 -24.3 -9.5 4 0.5 -8.9 4.9 4.3 0.9 -1.8 -4.6 -40.4
2009 6.7 3.5 -4.6 6 4.4 11 -0.3 4.3 20 8.8 -12.9 -8.7 39.6
2010 7.9 2.1 4.2 11 -6.8 7.7 -7.9 -7.4 4.5 6.7 5.3 -3.1 24.1
2011 0.1 0.6 16.6 -12.5 -7.1 -4.7 -2.4 -2.1 1.8 2.7 4.6 1.7 -3.4
2012 4 2.3 -1.1 2.3 2.9 0.3 2.1 -7.9 -2.1 2.1 2.5 8.4 16
2013 2.8 2.5 2.4 5.3 -3.6 7.6 -2 4.3 -0.6 2.9 1.1 5.7 0
2014 0.8 -1 2.5 -6 4.2 -5.1 3.6 0.5 -1.7 0.4 4.8 -3.9 -1.8
2015 -6.4 1.8 5.7 -5.4 -4.3 -4.2 -2 0.8 0.8 -0.3 6 -4 -11.6
2016 3.8 7.8 -1.7 -0.8 1.1 4.4 -0.5 1.4 0.5 7.1 1.4 -7.5 17.3
2017 -0.7 3.2 1 4.2 -1.8 0.7 1.3 -2.2 1 -0.7 2.4 0.1 8.7
2018 -11.6 1.9 -9.4 -2 1.6 2.3 0.3 2.6 -0.7 0.3 -4.9 1.9 -17.2
2019 -0.3 3.4 1.2 4.4 -4 0.6 7.3 -8.5 3.6 -1.9 2.9 11.2 20.1
2020 6.8 17.8 0.3 -7.4 4.9 2.9 1.2 3.7 13.6 -25 -11.2 -4 -3.8
2021 -0.6 -2.8 3.1 -2.7 1.5 -0.8 -2.9 2.3 11.8 5.2 8.6 -3.7 19.4
2022 -14.8 6.1 12.3 -12 -3.8 8.4 -11.2 2.9 -6.8 -0.4 1.2 -3.3 -22.7
2023 9 7.7 -5.3 -4.7 -3.4 4.6 9.4 -5 -1.3 -6.5 -3.2 9.9 9.4
2024 -6.8 5.3 3.2 -1.6 0 0 0 0 0 0 0 0 4.9