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DTINX: DELAWARE LIMITED-TERM DIVERSIFIED INCOME FUND DELAWARE LIMITED-TERM DIVERSIFIED INCOME FUND INSTITUT (MUTUAL FUND)
Basic Info 7.85 0.02(0.25%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/29/1992 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.20% |
| Expenses | 0.32% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/29/1992 |
2025 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 0.2 | 3.4 | 4.7 | 2.1 | 2.2 | 1.9 | 2.9 | 3.6 | 5.4 | 4.7 | 5.3 | -4.1 | -0.3 | 4.6 | 5.2 | -1.0 | 2.2 | 2.4 | 0.8 | 1.6 | -1.7 | 2.6 | 2.9 | 3.7 | 12.7 | 2.4 | 6.5 | 3.9 | 1.9 | 2.5 | 2.3 | 7.1 | 8.3 | 8.8 | 1.2 | 7.6 | 5.2 | 3.8 | 8.9 | -1.7 | 5.5 | 3.6 |
| Sharpe Ratio | NA | -0.57 | 0.85 | 0.79 | -0.13 | 0.29 | NA | NA | 0.74 | 1.23 | 0.5 | 0.59 | -2.0 | -0.27 | 1.6 | 2.12 | -1.44 | 1.08 | 1.55 | 0.4 | 1.08 | -1.06 | 1.56 | 1.07 | 1.54 | 4.56 | 0.34 | 1.25 | 0.24 | -0.15 | 0.63 | 0.57 | 2.09 | 1.61 | 1.48 | -0.76 | 1.36 | 0.62 | 0.07 | 1.77 | -1.44 | 1.41 | 1.52 |
| Draw Down(%) | NA | 1.1 | 1.1 | 1.1 | 7.0 | 7.0 | NA | NA | 7.0 | 0.9 | 0.8 | 1.3 | 6.3 | 1.0 | 5.2 | 0.7 | 1.3 | 0.5 | 1.3 | 1.2 | 0.7 | 3.1 | 1.2 | 2.2 | 1.6 | 1.8 | 3.0 | 1.3 | 0.9 | 1.1 | 2.4 | 2.5 | 1.6 | 2.1 | 1.7 | 2.0 | 1.2 | 0.8 | 1.6 | 0.8 | 3.9 | 0.7 | 2.0 |
| Standard Deviation(%) | NA | 1.9 | 1.9 | 2.2 | 2.3 | 2.1 | NA | NA | 2.5 | 2.0 | 2.1 | 2.9 | 2.8 | 1.2 | 2.7 | 1.7 | 1.6 | 1.4 | 1.4 | 1.9 | 1.5 | 1.6 | 1.7 | 2.7 | 2.3 | 2.8 | 4.3 | 2.7 | 2.1 | 2.1 | 2.3 | 2.8 | 2.9 | 3.7 | 3.1 | 2.8 | 3.1 | 2.5 | 2.8 | 2.8 | 3.3 | 2.3 | 3.3 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.02 | 0.0 | 0.01 | NA | NA | 0.03 | 0.04 | 0.02 | 0.02 | -0.08 | -0.01 | 0.06 | 0.06 | -0.05 | 0.02 | 0.04 | 0.01 | 0.02 | -0.02 | 0.03 | 0.03 | 0.04 | 0.2 | 0.02 | 0.05 | 0.01 | 0.0 | 0.02 | 0.02 | 0.1 | 0.08 | 0.09 | -0.04 | -2.99 | 0.02 | 0.0 | 0.06 | -0.05 | 0.04 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.67 | 0.7 | 0.69 | 0.7 | 0.69 | NA | NA | 0.69 | 0.7 | 0.68 | 0.73 | 0.7 | 0.56 | 0.77 | 0.64 | 0.48 | 0.61 | 0.5 | 0.83 | 0.75 | 0.77 | 0.85 | 1.11 | 0.93 | 0.65 | 0.68 | 0.65 | 0.45 | 0.73 | 0.67 | 0.76 | 0.58 | 0.73 | 0.52 | 0.55 | -0.01 | 0.65 | 0.8 | 0.78 | 1.05 | 0.81 | 0.82 |
| RSquared | NA | 0.71 | 0.73 | 0.76 | 0.8 | 0.67 | NA | NA | 0.44 | 0.75 | 0.77 | 0.84 | 0.84 | 0.43 | 0.67 | 0.41 | 0.16 | 0.32 | 0.32 | 0.55 | 0.48 | 0.43 | 0.39 | 0.41 | 0.62 | 0.44 | 0.4 | 0.36 | 0.16 | 0.29 | 0.34 | 0.36 | 0.31 | 0.4 | 0.19 | 0.24 | 0.0 | 0.42 | 0.72 | 0.61 | 0.8 | 0.62 | 0.58 |
| Yield(%) | N/A | 1.3 | 3.8 | 4.1 | 3.2 | 2.9 | 2.5 | 3.1 | N/A | 4.3 | 4.2 | 3.6 | 2.4 | 2.0 | 2.5 | 3.5 | 2.8 | 2.3 | 2.0 | 1.8 | 1.9 | 1.7 | 2.3 | 4.0 | 3.1 | 4.1 | 4.3 | 4.7 | 4.5 | 4.4 | 4.0 | 4.0 | 5.1 | 6.0 | 6.5 | 6.1 | 6.4 | 6.8 | 6.8 | 7.9 | 6.9 | 6.9 | 4.3 |
| Dividend Growth(%) | N/A | -68.4 | -8.5 | 58.9 | 22.0 | -9.0 | -46.7 | N/A | N/A | 2.1 | 17.1 | 39.3 | 21.8 | -19.7 | -27.7 | 18.9 | 25.1 | 15.1 | 5.7 | -5.4 | 8.5 | -24.3 | -43.4 | 29.3 | -17.6 | -6.9 | -7.2 | 3.5 | 0.8 | 6.9 | -0.3 | -20.0 | -13.8 | -5.6 | 0.8 | -3.8 | -7.2 | -2.8 | -14.0 | 4.4 | -1.9 | 61.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/1992
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