Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DABAX (DELAWARE GLOBAL VALUE FUND CLASS A) | NA | -9.50% | -4.17% | 3.69% | 3.75% | 2.92% | 4.86% | … | … |
Data as of 01/07/2021, Common starting date is 12/21/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DABAX (DELAWARE GLOBAL VALUE FUND CLASS A) | 12/21/1998 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.50 | -4.17 | 3.69 | 3.75 | 2.92 | 4.86 | … | … | 0.00 | -10.06 | 20.28 | -16.76 | 16.76 | 8.10 | -4.71 | 1.25 | 24.81 | 13.49 | -6.75 | 10.68 | 34.33 | -42.66 | 1.02 | 28.61 | 13.21 | 26.13 | 46.72 | -15.11 | -8.54 | -8.61 | 2.78 | 0.82 |
| Sharpe Ratio | NA | -0.48 | -0.33 | 0.20 | 0.22 | NA | NA | … | … | 0.00 | -0.50 | 1.85 | -1.20 | 2.12 | 0.50 | -0.31 | 0.11 | 2.12 | 0.97 | -0.28 | 0.52 | 1.22 | -1.04 | -0.12 | 2.24 | 1.39 | 2.37 | 5.33 | -1.39 | -0.78 | -0.97 | -0.02 | 3.28 |
| Standard Deviation(%) | NA | 20.46 | 15.81 | 14.47 | 15.32 | NA | NA | … | … | NA | 20.46 | 10.22 | 15.06 | 7.63 | 15.68 | 15.21 | 11.44 | 11.70 | 13.91 | 24.54 | 20.28 | 28.17 | 41.70 | 16.71 | 11.35 | 7.96 | 10.61 | 8.63 | 11.67 | 14.15 | 13.05 | 21.14 | 9.51 |
| Draw Down(%) | NA | 25.33 | 29.30 | 29.30 | 29.30 | NA | NA | … | … | 0.00 | 25.33 | 5.30 | 26.02 | 3.12 | 11.91 | 16.98 | 11.11 | 6.85 | 13.38 | 25.65 | 16.76 | 25.84 | 54.42 | 12.26 | 11.38 | 7.30 | 10.15 | 8.82 | 27.79 | 21.91 | 14.41 | 23.24 | 1.12 |
| Yield(%) | 0.00 | 0.00 | 8.34 | 7.32 | 4.68 | 4.44 | 5.95 | … | … | 0.00 | 0.00 | 27.28 | 4.09 | 1.37 | 1.86 | 0.70 | 0.46 | 0.76 | 1.21 | 1.03 | 0.46 | 1.77 | 1.51 | 5.91 | 20.42 | 14.89 | 5.55 | 1.69 | 0.00 | 0.00 | 2.08 | 1.57 | 2.02 |
Data as of 01/07/2021, Common starting date is 12/21/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DABAX (DELAWARE GLOBAL VALUE FUND CLASS A) |
-17.70%
Feb 2006 – Feb 2009 |
-6.22%
May 2007 – May 2012 |
-0.49%
Feb 1999 – Feb 2009 |
3.20%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DABAX (DELAWARE GLOBAL VALUE FUND CLASS A) |
34.49%
Mar 2003 – Mar 2006 |
23.85%
Oct 2002 – Oct 2007 |
10.57%
Mar 2003 – Mar 2013 |
9.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart