Performance Management - DELAWARE GROUP EQUITY FUNDS IV - A, C, R, and Institutional - Nomura Healthcare Fund
Mar. 31, 2026
The bar chart and table below provide some indication of the risks of investing in the Fund. The bar chart shows changes in the Fund’s performance from year to year and the table shows how the Fund’s average annual total returns for the 1-, 5-, and 10-year periods compare with those of a broad measure of market performance and an additional index with characteristics relevant to the Fund. The Fund’s past performance (before and after taxes) is not necessarily an indication of how the Fund will perform in the future. The returns reflect any expense caps in effect during these periods. The returns would be lower without the expense caps. You may obtain the Fund’s most recently available month-end performance by calling 800 523-1918 or by visiting our website at nomuraassetmanagement.com/performance.
As of June 30, 2026, the Fund’s Class A shares had a calendar year-to-date return of 5.33%. During the periods illustrated in this bar chart, Class A’s highest quarterly return was 21.54% for the quarter ended June 30, 2020, and its lowest quarterly return was -14.87% for the quarter ended December 31, 2018. The maximum Class A sales charge of 5.75%, which is normally deducted when you purchase shares, is not reflected in the highest/lowest quarterly returns or in the bar chart. If this fee were included, the returns would be less than those shown. The average annual total returns in the table below do include the sales charge.
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1 year
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5 years
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10 years
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Class A return before taxes..................................................
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15.07%
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6.21%
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9.48%
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Class A return after taxes on distributions.......................................
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12.13%
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4.10%
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7.69%
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Class A return after taxes on distributions and sale of Fund shares.....................
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10.65%
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4.54%
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7.32%
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Class C return before taxes.................................................
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20.20%
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6.68%
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9.31%
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Class R return before taxes.................................................
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21.79%
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7.21%
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9.85%
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Institutional Class return before taxes..........................................
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22.38%
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7.75%
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10.41%
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Russell 3000® Index (reflects no deduction for fees, expenses, or taxes).................
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17.15%
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13.15%
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14.29%
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Russell 3000® Healthcare Index (reflects no deduction for fees, expenses, or taxes).........
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14.56%
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6.31%
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9.54%
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After-tax performance is presented only for Class A shares of the Fund. The after-tax returns for other Fund classes may vary. Actual after-tax returns depend on the investor’s individual tax situation and may differ from the returns shown. After-tax returns are not relevant for shares held in tax-advantaged investment vehicles such as employer-sponsored 401(k) plans and individual retirement accounts (IRAs). The after-tax returns shown are calculated using the highest individual federal marginal income tax rates in effect during the periods presented and do not reflect the impact of state and local taxes.
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