- Delaware Global Real Estate Opportunities Fund
Delaware Funds by Macquarie
- Global
- Real Estate
Summary
Price
Last Close
$6.65 ( +0 )
52 Week HL
$8.48 - $4.8
Net Assets
$12.6 M
Expense Ratio
1.15 %
Manager
Name
Babak “Bob” Zenouzi
Leadership
Single Manager
Tenure
2003
Advisor
Documents
Performance
YTD
-
3 Year
-4.79%
5 Year
0.52%
Best
15.04%
2014
Worst
-17.19%
2020
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | - | -26.3% | 13% | -4.7% | 1.1% | 3.5% | 3.4% | 4.4% | 5.8% | - |
| Q2 | - | - | 7.6% | 0.3% | 5.5% | 3.6% | 4.8% | -7.3% | 6.9% | -2.9% | - |
| Q3 | - | - | 4.4% | 3.5% | 1.3% | -0.1% | 0.5% | -0.3% | -4.3% | 1.4% | - |
| Q4 | - | - | - | -2.6% | -6.4% | 3.4% | -5.5% | 3.5% | 7.7% | 0.2% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DLPCX | - | - | -17% | 15% | -7% | 8% | 3% | -1% | 15% | 3% | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | - | -33% | -14% | -1% | -11% | -5% | -0% | 1% | -26% | - |