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 6.6 1.3 4.5 -0.7 2.1 0 0 0 0 0 0 0 0
2004 3.6 4.2 1.7 1.7 0.7 -1.8 2.2 0.2 -0.9 -1.7 2.3 1.1 14.1
2005 0.4 2.3 -1.8 0.9 -0.8 3.3 0.7 1.9 -1.3 -1.1 3.1 -1.8 5.8
2006 2 1.4 3.4 2.8 1.9 1.2 0.1 -2.4 3 1.1 0.6 2.6 19
2007 -1 -4 1.1 3.2 1.2 -4 -1.4 3.7 4.5 1.3 -1.3 1.8 4.6
2008 2.7 -8.2 -17.4 -7.7 1.3 -0.7 -9.6 0.7 4.7 -0.9 -3.3 -5.1 -37.3
2009 2.7 5.1 -2.6 3.2 4.2 7.4 -0.2 6.2 11 9.4 -11.6 -8.2 26.9
2010 6.2 -0.1 3.2 8.5 -4.6 7.4 -5.7 -8.2 1.7 5.9 3 -3.4 12.8
2011 0 -1.7 11.5 -8.8 -5 -2.4 -1.6 -0.1 2.6 1.2 4.2 1.4 -0.1
2012 1.2 0.4 -1.5 2.1 2.3 1.7 3.3 -7.3 -0.5 3.2 5.2 5.8 16.4
2013 2.9 3.8 4.1 3.2 -3.1 5 -1.7 2.1 1.4 3.9 0.9 6.2 32.5
2014 -0.4 0.6 1.5 -2.1 3.6 -1.7 1.2 1.2 0.6 1.3 4.6 -4.6 5.6
2015 -3.6 0.8 7.3 -2.9 -6 0.8 -2.2 0.3 1.4 -1.8 6.2 -3 -3.6
2016 1.9 4.8 -1.8 -0.9 0.7 3.6 -0.5 1.4 1.3 7.2 -0.5 -5.9 0
2017 1.3 3.1 1.3 2.8 -0.4 1.1 2 0.2 -0.1 -0.6 3.8 0.9 16.4
2018 -9.8 3.5 -5.3 0.3 0.8 4.4 -0.3 0.3 -0.4 -2.2 -4.8 4.7 -9.4
2019 0 3.3 1 2.8 -2.3 1.6 6.4 -5.5 4 0.6 3.3 7.6 24.5
2020 3.2 11.7 -1.6 -3.1 4.1 3.8 -0.3 3.1 10.6 -15.1 -9.7 -2.2 1.3
2021 -1.5 -3.4 5.9 -3.3 2.2 1.8 -1.2 2.5 12.1 6.6 4.9 -8.2 18.1
2022 -9.2 6.5 10.2 -7.9 -2.5 6.2 -8.3 2.5 -6.1 2.7 -1.8 -2.4 -11.6
2023 -10.4 6.9 -2.8 -3.6 -2.3 2.9 6.3 -3.4 2 -0.6 -3.6 3.4 -6.3
2024 -4.3 4.9 3.6 0.8 0 0 0 0 0 0 0 0 1.2