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DEURX: DELAWARE U.S. GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/24/2003 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 17.09% |
| Expenses | 1.34% |
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Performance Analytics (As of 04/23/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/24/2003 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 38.7 | 16.4 | 15.8 | 13.3 | 9.4 | 9.7 | -7.4 | 43.8 | 26.5 | -3.7 | 27.5 | -5.6 | 4.6 | 12.2 | 33.5 | 15.4 | 7.4 | 13.7 | 43.6 | -43.8 | 12.6 | 2.1 | 13.3 | 2.8 | 11.5 |
| Sharpe Ratio | NA | 1.47 | 0.59 | 0.69 | 0.66 | NA | 0.43 | -0.69 | 1.22 | 1.76 | -0.24 | 2.91 | -0.37 | 0.27 | 0.89 | 2.88 | 1.13 | 0.31 | 0.76 | 1.71 | -1.06 | 0.61 | -0.09 | 0.92 | 0.14 | 1.97 |
| Draw Down(%) | NA | 15.4 | 30.8 | 30.8 | 30.8 | NA | 54.9 | 15.4 | 30.8 | 7.5 | 20.5 | 3.0 | 13.4 | 14.6 | 7.8 | 6.8 | 11.4 | 16.0 | 14.7 | 18.2 | 53.3 | 7.3 | 14.9 | 8.5 | 16.8 | 4.7 |
| Standard Deviation(%) | NA | 26.3 | 26.2 | 22.0 | 19.6 | NA | 20.6 | 32.2 | 35.4 | 14.2 | 20.8 | 9.3 | 15.6 | 17.0 | 13.7 | 11.7 | 13.7 | 24.0 | 18.0 | 25.5 | 42.2 | 15.9 | 13.4 | 12.0 | 13.3 | 13.9 |
| Treynor Ratio | NA | 0.44 | 0.17 | 0.16 | 0.14 | NA | 0.09 | -0.27 | 0.45 | 0.37 | -0.05 | 0.26 | -0.06 | 0.04 | 0.12 | 0.35 | 0.17 | 0.08 | 0.15 | 0.46 | -0.41 | 0.11 | -0.01 | 0.12 | 0.02 | 0.3 |
| Alpha | NA | -0.06 | -0.04 | -0.03 | -0.02 | NA | -0.01 | -0.15 | -0.03 | -0.01 | -0.02 | -0.02 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.89 | 0.91 | 0.93 | 0.93 | NA | 0.96 | 0.82 | 0.97 | 0.68 | 0.98 | 1.04 | 1.04 | 1.03 | 0.99 | 0.95 | 0.91 | 0.89 | 0.92 | 0.95 | 1.09 | 0.92 | 0.93 | 0.92 | 0.87 | 0.91 |
| RSquared | NA | 0.72 | 0.85 | 0.87 | 0.9 | NA | 0.9 | 0.47 | 0.96 | 0.73 | 0.97 | 0.93 | 0.96 | 0.96 | 0.96 | 0.96 | 0.94 | 0.97 | 0.95 | 0.84 | 0.93 | 0.9 | 0.82 | 0.8 | 0.9 | 0.91 |
| Yield(%) | N/A | 17.1 | 14.4 | 13.7 | 12.3 | 9.1 | N/A | 0.0 | 16.3 | 14.3 | 19.4 | 15.4 | 7.3 | 11.9 | 3.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 29.0 | 29.3 | 306.4 | N/A | N/A | N/A | -100.0 | 29.0 | -44.9 | 40.5 | 91.8 | -44.4 | 326.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2003
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View Historical Data in an advanced chart |
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See LARGE GROWTH Asset Class Trend Rankings |
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