Delaware Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 0 | 0 | 0.83 | -6.09 | -8.69 | 0.24 | -10.94 | 6.88 | 4.8 | -4.94 | 0 |
| 2003 | -2.28 | -2.72 | 0.27 | 8.51 | 5.88 | 0.81 | 1.03 | 1.48 | -1.46 | 5.8 | 1.18 | 5.92 | 26.5 |
| 2004 | 1.31 | 2.18 | -0.87 | -2.64 | 0.91 | 1.79 | -1.67 | 0 | 2.39 | 0.39 | 3.59 | 4.62 | 12.4 |
| 2005 | -2.96 | 4.39 | 0.27 | -2.55 | 1.4 | 1.01 | 3.19 | -0.97 | 1.34 | -3 | 2.54 | 0.27 | 4.7 |
| 2006 | 2.41 | 2.18 | 1.36 | 1.93 | -2.56 | 0.85 | 2.18 | 2.38 | 3.29 | 3.26 | 0.6 | 2.86 | 22.7 |
| 2007 | 1.41 | -1.98 | 0.82 | 4.46 | 3.13 | -1.52 | -5.67 | 0.82 | 1.91 | 0.43 | -4.68 | -2.37 | -3.7 |
| 2008 | -4.28 | -5.07 | -0.82 | 3.93 | -0.09 | -9.5 | 0.19 | 2.91 | -11.78 | -14.32 | -3.99 | 4.7 | -33.6 |
| 2009 | -7.36 | -9.86 | 6.84 | 5.55 | 4.45 | 0 | 6.32 | 3.52 | 0.94 | 0.58 | 4.5 | 1.66 | 16.8 |
| 2010 | -2.98 | 2.27 | 4.33 | 1.06 | -6.85 | -4.3 | 6.03 | -2.79 | 8.94 | 3.58 | -0.91 | 6.77 | 14.8 |
| 2011 | 1.94 | 4.1 | 1.46 | 3.25 | -0.35 | -1.49 | -4.45 | -4.66 | -4.59 | 10.13 | 1.21 | 2.25 | 8.1 |
| 2012 | 2.18 | 3.29 | 2.32 | 0.42 | -5.02 | 4.23 | 0.34 | 1.6 | 2.49 | -0.73 | 0.57 | 1.28 | 13.4 |
| 2013 | 5.31 | 2.37 | 3.8 | 2.6 | 1.55 | -0.52 | 4.39 | -2.54 | 2.43 | 4.83 | 2.37 | 1.81 | 32.1 |
| 2014 | -4.3 | 4.11 | 2.92 | 0.42 | 2.63 | 2.13 | -0.29 | 3.15 | -1.34 | 0.62 | 1.68 | 0.42 | 12.5 |
| 2015 | -2.36 | 4.39 | -0.28 | 0.7 | 1.18 | -3.79 | 1.16 | -5.91 | -2.8 | 8.51 | 0 | -1.3 | -1.3 |
| 2016 | -4.61 | 0.48 | 5.85 | 3.15 | 2.67 | 2.61 | 1.35 | -0.97 | -0.64 | -2.08 | 3.72 | 1.77 | 13.6 |
| 2017 | -0.25 | 4.03 | -0.86 | -0.69 | -0.6 | 0.73 | 1.55 | -0.84 | 3.82 | -0.24 | 3.4 | 1.99 | 12.5 |
| 2018 | 5.5 | -5 | -1.42 | 2.55 | 0.09 | -0.53 | 3.85 | 2.01 | 1.89 | -6.16 | 1.97 | -7.8 | -3.9 |
| 2019 | 6.49 | 2.83 | 0.14 | 1.49 | -7.12 | 6.23 | 1.3 | -3.22 | 3.61 | 0 | 2.57 | 0.04 | 14.5 |
| 2020 | 2.61 | 2.3 | -1.18 | 4.03 | 11.65 | -15.32 | -11.45 | -2.86 | -3.64 | -3.17 | 13.56 | 4.15 | -2.7 |
| 2021 | -20.61 | 3.36 | 32.79 | 2.75 | 2.39 | -2.34 | 1.03 | 1.14 | -2.54 | 4.09 | -3.18 | -13.13 | -2.8 |
| 2022 | -0.57 | -1 | 1.39 | -5.21 | 2.2 | -7.47 | 4.17 | -2.53 | -7.64 | 11.49 | 5.25 | -11.47 | -12.9 |
| 2023 | 3.04 | -4.21 | -3.02 | 2.21 | -4.54 | 4.99 | 2.54 | -3.02 | -5.28 | -0.82 | 4.73 | -5.08 | -8.9 |
| 2024 | -0.48 | 8.4 |