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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 7.6 -0.9 5.1 0 0 0 0 0 0 0 0
2004 3.8 8.5 0.5 3.2 1.3 -4 4.6 1 -2.5 2.2 3 2.8 26.7
2005 1.7 5 -3.5 -0.6 -1.6 5.9 3.1 4.6 -5.7 -1.7 3.5 -2.4 7.9
2006 0.8 3.7 3.4 1.9 2.1 -3.2 -1.5 -4.5 -0.7 3.4 -1.1 5.9 10
2007 -0.9 -6.5 -0.1 -0.8 -2.1 -7 -1.1 4.3 2.6 1 0.3 3.2 -7.4
2008 2.8 -14 -24.1 -9.5 4.1 0.6 -8.7 4.9 4.4 0.9 -1.6 -4.6 -39.7
2009 6.7 3.6 -4.5 6.1 4.5 11 -0.2 4.4 20.1 8.8 -12.7 -8.8 40.8
2010 8 2.2 4.3 11 -6.8 7.8 -7.8 -7.3 4.6 6.8 5.4 -3 25.4
2011 0.2 0.7 16.6 -12.4 -7 -4.7 -2.2 -2.1 1.9 2.9 4.7 1.7 -2.5
2012 4.1 2.4 -1 2.3 3.1 0.3 2.2 -7.9 -2.1 2.2 2.6 8.5 17.1
2013 2.9 2.6 2.6 5.3 -3.4 7.6 -2 4.4 -0.6 3 1.3 5.8 33
2014 0.9 -1 2.6 -5.9 4.3 -5.1 3.6 0.5 -1.6 0.5 5 -3.9 0
2015 -6.4 1.9 5.8 -5.3 -4.2 -4.1 -2 1 0.9 -0.3 6.1 -3.8 -10.7
2016 3.8 8 -1.6 -0.8 1.2 4.5 -0.4 1.5 0.6 7.1 1.5 -7.5 18.4
2017 -0.7 3.4 1 4.3 -1.6 0.8 1.5 -2.1 1 -0.6 2.5 0.2 9.8
2018 -11.5 2.1 -9.3 -1.9 1.7 2.4 0.3 2.7 -0.6 0.4 -4.8 2 -16.3
2019 -0.5 3.5 1.3 4.5 -3.9 0.7 7.4 -8.5 3.8 -1.8 3 11.3 20.9
2020 7 17.8 0.5 -7.2 4.9 3.1 1.1 3.8 13.7 -24.9 -11.1 -3.9 -2.7
2021 0.1 -2.7 3.1 -2.6 1.6 -0.7 -2.8 2.3 4.5 5.3 15.7 -3 21.3
2022 -13.7 6.3 12.4 -11.9 -3.7 8.6 -11.2 3 -6.7 -0.3 1.2 -3.2 -21
2023 7.5 8 -5.3 -4.5 -3.3 4.6 9.5 -4.9 -1.2 -6.4 -3.1 10 9
2024 0 0 2.4 -3.3 0 0 0 0 0 0 0 0 -0.9