Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDDBX (Delaware Dividend Income B) | NA | 9.31% | 14.53% | 10.94% | 6.00% | NA | NA | … | … |
Data as of 10/17/2014, Common starting date is 10/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDDBX (Delaware Dividend Income B) | 10/01/2003 | 10/17/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.31 | 14.53 | 10.94 | 6.00 | NA | NA | … | … | 5.94 | 18.78 | 12.78 | 1.14 | 12.65 | 35.38 | -32.97 | -4.65 | 18.75 | 1.89 | 9.59 | 6.87 |
| Sharpe Ratio | NA | 1.57 | 1.89 | 1.23 | 0.41 | NA | NA | … | … | 1.25 | 2.69 | 1.85 | 0.08 | 1.32 | 2.32 | -1.35 | -0.67 | 2.47 | -0.04 | 1.28 | 6.56 |
| Standard Deviation(%) | NA | 5.93 | 7.66 | 9.01 | 12.25 | NA | NA | … | … | 5.97 | 6.96 | 6.94 | 13.28 | 9.52 | 15.23 | 25.05 | 11.44 | 6.29 | 6.56 | 6.75 | 4.54 |
| Draw Down(%) | NA | 3.58 | 6.53 | 15.27 | 47.83 | NA | NA | … | … | 3.58 | 4.96 | 5.65 | 15.27 | 8.80 | 15.65 | 41.85 | 12.03 | 3.79 | 5.85 | 7.48 | 1.09 |
| Yield(%) | 0.00 | 1.80 | 2.53 | 2.88 | 3.42 | 2.66 | 2.00 | … | … | 1.52 | 1.66 | 2.72 | 2.49 | 3.17 | 4.72 | 3.86 | 5.67 | 3.50 | 3.77 | 3.17 | 1.33 |
Data as of 10/17/2014, Common starting date is 10/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDBX (Delaware Dividend Income B) |
-12.55%
Feb 2006 – Feb 2009 |
-5.42%
Feb 2004 – Feb 2009 |
5.36%
Jan 2004 – Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDBX (Delaware Dividend Income B) |
21.21%
Feb 2009 – Feb 2012 |
17.88%
Feb 2009 – Feb 2014 |
6.39%
Jul 2004 – Jul 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart