Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDERX (Delaware Wealth Builder Fund Class R6) | 8.63% | 20.86% | 13.99% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/02/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDERX (Delaware Wealth Builder Fund Class R6) | 03/02/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 20.86 | 13.99 | NA | NA | NA | NA | … | … | 8.63 | 13.36 | 10.73 | 10.76 |
| Sharpe Ratio | NA | 2.25 | 1.19 | NA | NA | NA | NA | … | … | 1.84 | 0.98 | 0.91 | 1.08 |
| Standard Deviation(%) | NA | 8.32 | 9.26 | NA | NA | NA | NA | … | … | 9.92 | 10.68 | 7.83 | 8.65 |
| Draw Down(%) | NA | 6.45 | 11.60 | NA | NA | NA | NA | … | … | 6.45 | 10.63 | 4.32 | 8.25 |
| Yield(%) | 0.00 | 7.27 | 6.53 | 4.09 | 2.05 | 1.36 | 1.02 | … | … | 0.63 | 7.59 | 6.78 | 4.13 |
Data as of 06/09/2026, Common starting date is 03/02/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDERX (Delaware Wealth Builder Fund Class R6) |
13.12%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDERX (Delaware Wealth Builder Fund Class R6) |
15.35%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart