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DHOAX: DELAWARE HIGH-YIELD OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/29/1997 |
| Last Dividend Date: | 03/28/2024 |
| 12-Mo. Yield | 5.00% |
| Expenses | 1.13% |
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Performance Analytics (As of 07/23/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/29/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.7 | 0.6 | -7.8 | -2.6 | 2.3 | 2.8 | 3.5 | -0.5 | 12.9 | -10.8 | 5.1 | -39.2 | 16.8 | -4.7 | 7.1 | 12.9 | -6.7 | -0.0 | 8.7 | 17.4 | 1.9 | 16.3 | 49.7 | -25.9 | 1.6 | 12.3 | 3.1 | 14.1 | 29.5 | -0.2 | -3.2 | -4.2 | 4.7 | 2.9 | 9.5 |
| Sharpe Ratio | NA | 0.04 | -0.04 | -0.21 | -0.12 | NA | NA | 0.1 | -0.04 | 1.5 | -1.5 | 1.62 | -0.68 | 3.67 | -1.54 | 1.97 | 2.35 | -1.46 | -0.01 | 2.22 | 4.17 | 0.27 | 3.13 | 6.82 | -2.79 | -0.37 | 3.02 | 0.22 | 3.64 | 6.6 | -0.24 | -0.78 | -1.7 | 0.39 | -0.15 | 1.51 |
| Draw Down(%) | NA | 43.5 | 43.5 | 55.2 | 55.2 | NA | NA | 55.2 | 43.5 | 4.8 | 14.8 | 2.3 | 55.2 | 1.3 | 6.1 | 2.6 | 4.3 | 11.9 | 8.6 | 5.6 | 3.5 | 12.9 | 6.2 | 7.6 | 32.4 | 5.5 | 1.9 | 5.6 | 4.2 | 3.7 | 12.1 | 17.4 | 10.6 | 4.5 | 8.0 | 4.7 |
| Standard Deviation(%) | NA | 80.8 | 47.0 | 44.8 | 31.8 | NA | NA | 19.8 | 108.5 | 6.3 | 8.2 | 3.1 | 58.2 | 4.2 | 4.0 | 3.3 | 5.4 | 4.6 | 4.5 | 3.9 | 4.2 | 6.9 | 5.2 | 7.3 | 9.6 | 4.1 | 3.0 | 3.6 | 3.6 | 4.4 | 5.6 | 7.3 | 4.9 | 3.5 | 3.9 | 7.1 |
| Treynor Ratio | NA | 0.08 | -0.02 | -0.1 | -0.04 | NA | NA | 0.02 | 0.06 | 0.09 | -0.12 | 0.05 | -0.37 | 0.18 | -0.09 | 0.09 | 0.15 | -0.08 | 0.0 | 0.08 | 0.16 | 0.02 | 0.17 | 0.65 | -0.3 | -0.03 | 0.35 | 0.02 | 0.3 | 0.62 | -0.02 | -0.11 | -0.17 | 0.03 | -0.01 | 7.51 |
| Alpha | NA | 0.14 | 0.04 | -0.01 | -0.01 | NA | NA | 0.0 | 0.23 | 0.0 | -0.01 | 0.01 | -0.16 | 0.01 | -0.01 | 0.01 | 0.01 | -0.02 | -0.02 | 0.01 | 0.01 | -0.03 | 0.02 | 0.06 | -0.03 | 0.0 | 0.03 | 0.0 | 0.04 | 0.07 | -0.01 | -0.02 | -0.02 | 0.02 | 0.01 | 0.04 |
| Beta | NA | 0.35 | 0.9 | 0.97 | 0.94 | NA | NA | 0.83 | -0.78 | 1.0 | 1.03 | 0.95 | 1.05 | 0.86 | 0.72 | 0.68 | 0.85 | 0.85 | 1.05 | 1.03 | 1.09 | 1.19 | 0.96 | 0.76 | 0.89 | 0.6 | 0.26 | 0.51 | 0.43 | 0.46 | 0.68 | 0.5 | 0.49 | 0.41 | 0.51 | 0.01 |
| RSquared | NA | 0.0 | 0.01 | 0.02 | 0.03 | NA | NA | 0.04 | 0.0 | 0.81 | 0.89 | 0.52 | 0.06 | 0.48 | 0.44 | 0.36 | 0.62 | 0.53 | 0.67 | 0.72 | 0.66 | 0.84 | 0.68 | 0.42 | 0.7 | 0.35 | 0.05 | 0.18 | 0.15 | 0.13 | 0.33 | 0.25 | 0.14 | 0.07 | 0.16 | 0.0 |
| Yield(%) | N/A | 5.0 | 4.7 | 3.1 | 4.0 | 6.2 | 5.7 | N/A | 1.5 | 6.6 | 4.9 | 4.7 | 3.1 | 6.7 | 5.3 | 5.3 | 5.8 | 5.8 | 7.3 | 6.3 | 7.6 | 7.7 | 8.8 | 10.9 | 7.1 | 7.6 | 7.8 | 7.2 | 8.0 | 9.8 | 7.7 | 9.5 | 9.1 | 7.9 | 10.6 | 8.4 |
| Dividend Growth(%) | N/A | -16.9 | -36.2 | -51.1 | -42.8 | N/A | N/A | N/A | -75.4 | 12.8 | 5.1 | -12.5 | -49.2 | 12.3 | 2.2 | -1.9 | -12.3 | -26.1 | 18.2 | -9.7 | -7.2 | -6.4 | 10.6 | 5.1 | -12.2 | 0.9 | 4.1 | -5.0 | -3.2 | 16.4 | -28.8 | -8.9 | 10.8 | -31.1 | 28.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/1997
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