Delaware Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8.82 | 4.49 | 2.7 | 0 |
| 1999 | 1.43 | -2.53 | 2.49 | 8.9 | -1.58 | 4.53 | -3.34 | -2.61 | -3.45 | 6.45 | -0.28 | -5.92 | 3 |
| 2000 | -2.8 | -5.36 | 10.66 | -1.87 | 1.2 | -3.56 | 1.44 | 6.07 | -0.29 | 2.39 | -5.14 | 0.79 | 2.4 |
| 2001 | 0.49 | -2.24 | -3.78 | 5.17 | 1.97 | -2.03 | -0.49 | -4.15 | -7.74 | -0.22 | 6.39 | 1.26 | -6.1 |
| 2002 | -0.94 | 0.21 | 5.35 | -4.48 | 0.83 | -6.09 | -8.58 | 0.24 | -10.8 | 6.86 | 4.91 | -5.28 | -17.9 |
| 2003 | -2.28 | -2.59 | 0.27 | 8.63 | 5.99 | 0.92 | 1.14 | 1.47 | -1.34 | 5.87 | 1.28 | 5.99 | 27.6 |
| 2004 | 1.41 | 2.28 | -0.78 | -2.64 | 1.1 | 1.79 | -1.56 | 0.1 | 2.47 | 0.39 | 3.65 | 4.76 | 13.5 |
| 2005 | -2.87 | 4.38 | 0.46 | -2.45 | 1.4 | 1.1 | 3.27 | -0.88 | 1.42 | -2.89 | 2.61 | 0.36 | 5.7 |
| 2006 | 2.5 | 2.26 | 1.45 | 2.01 | -2.47 | 0.84 | 2.34 | 2.45 | 3.43 | 3.32 | 0.75 | 2.86 | 23.9 |
| 2007 | 1.56 | -1.9 | 0.82 | 4.59 | 3.19 | -1.37 | -5.64 | 0.88 | 2.05 | 0.5 | -4.63 | -2.22 | -2.7 |
| 2008 | -4.19 | -5.06 | -0.72 | 4.01 | 0 | -9.37 | 0.29 | 2.99 | -11.69 | -14.19 | -3.95 | 4.85 | -32.9 |
| 2009 | -7.37 | -9.74 | 6.84 | 5.55 | 4.72 | 0 | 6.44 | 3.63 | 1.05 | 0.58 | 4.59 | 1.75 | 17.8 |
| 2010 | -2.87 | 2.39 | 4.33 | 1.28 | -6.83 | -4.28 | 6.24 | -2.77 | 9.01 | 3.66 | -0.81 | 6.95 | 16 |
| 2011 | 1.94 | 4.19 | 1.55 | 3.42 | -0.35 | -1.31 | -4.51 | -4.54 | -4.46 | 10.25 | 1.2 | 2.4 | 9.2 |
| 2012 | 2.27 | 3.37 | 2.4 | 0.5 | -4.92 | 4.21 | 0.5 | 1.67 | 2.55 | -0.64 | 0.65 | 1.33 | 14.5 |
| 2013 | 5.47 | 2.44 | 3.89 | 2.66 | 1.61 | -0.39 | 4.45 | -2.4 | 2.47 | 4.95 | 2.42 | 1.88 | 33.4 |
| 2014 | -4.23 | 4.23 | 2.98 | 0.48 | 2.75 | 2.2 | -0.23 | 3.26 | -1.25 | 0.73 | 1.79 | 0.5 | 13.7 |
| 2015 | -2.3 | 4.49 | -0.24 | 0.81 | 1.29 | -3.7 | 1.22 | -5.84 | -2.71 | 8.56 | 0.17 | -1.27 | -0.3 |
| 2016 | -4.49 | 0.54 | 5.91 | 3.26 | 2.77 | 2.69 | 1.4 | -0.87 | -0.54 | -2.03 | 3.82 | 1.85 | 14.8 |
| 2017 | -0.2 | 4.12 | -0.74 | -0.64 | -0.5 | 0.85 | 1.6 | -0.74 | 3.91 | -0.14 | 3.44 | 2.09 | 13.6 |
| 2018 | 5.59 | -4.94 | -1.3 | 2.64 | 0.18 | -0.48 | 3.94 | 2.09 | 1.96 | -6.06 | 2.06 | -7.75 | -3 |
| 2019 | 6.59 | 2.92 | 0 | 1.58 | -7.06 | 6.07 | 1.44 | -3.16 | 3.41 | 0.09 | 2.65 | -0.13 | 14.5 |
| 2020 | 2.71 | 2.35 | -1.09 | 3.88 | 11.77 | -15.58 | -11.38 | -2.77 | -4.58 | -3.32 | 13.66 | 4.26 | -2.8 |
| 2021 | -20.79 | 3.45 | 7.13 | 28.26 | 2.47 | -2.24 | 1.11 | 1.22 | -2.74 | 4.18 | -3.1 | -13.28 | -2.9 |
| 2022 | -0.47 | -0.9 | 1.25 | -5.16 | 2.3 | -7.66 | 4.23 | -2.43 | -7.84 | 11.61 | 5.3 | -11.61 | -12.9 |
| 2023 | 3.09 | -4.11 | -3.18 | 2.27 | -4.49 | 4.82 | 2.66 | -2.97 | -5.45 | -0.76 | 4.86 | -5.25 | -9 |
| 2024 | -0.42 | 9.2 |