Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDICX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS C) | 8.00% | 19.51% | 12.70% | 5.01% | 5.43% | 6.01% | 5.28% | … | … |
Data as of 06/08/2026, Common starting date is 10/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDICX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS C) | 10/01/2003 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 19.51 | 12.70 | 5.01 | 5.43 | 6.01 | 5.28 | … | … | 8.00 | 12.22 | 9.59 | 11.31 | -14.29 | 11.03 | 1.76 | 16.84 | -8.02 | 7.25 | 8.30 | -3.30 | 7.06 | 18.87 | 12.78 | 1.32 | 13.17 | 35.38 | -32.97 | -4.65 | 18.75 | 1.89 | 9.59 | 6.87 |
| Sharpe Ratio | NA | 2.10 | 1.05 | 0.22 | 0.33 | NA | NA | … | … | 1.70 | 0.88 | 0.76 | 0.87 | -0.98 | 1.08 | 0.06 | 2.48 | -1.10 | 1.76 | 1.09 | -0.36 | 1.00 | 2.72 | 1.83 | 0.10 | 1.38 | 2.31 | -1.35 | -0.69 | 2.44 | -0.06 | 1.28 | 6.59 |
| Standard Deviation(%) | NA | 8.29 | 9.25 | 11.18 | 11.64 | NA | NA | … | … | 9.92 | 10.65 | 7.81 | 8.87 | 16.12 | 10.22 | 23.35 | 6.18 | 8.55 | 3.75 | 7.39 | 9.27 | 7.02 | 6.92 | 7.02 | 13.30 | 9.47 | 15.30 | 25.09 | 11.39 | 6.32 | 6.55 | 6.73 | 4.52 |
| Draw Down(%) | NA | 6.60 | 11.89 | 18.82 | 29.59 | NA | NA | … | … | 6.60 | 10.70 | 4.44 | 8.41 | 16.26 | 6.68 | 29.59 | 3.05 | 13.75 | 1.67 | 6.17 | 10.08 | 6.13 | 4.88 | 5.55 | 15.27 | 8.48 | 15.65 | 41.85 | 12.03 | 3.87 | 5.85 | 7.48 | 1.09 |
| Yield(%) | 0.00 | 6.34 | 5.44 | 3.25 | 3.43 | 3.67 | 3.56 | … | … | 0.34 | 6.50 | 5.62 | 3.55 | 1.04 | 1.00 | 1.25 | 3.82 | 7.05 | 2.04 | 1.32 | 1.66 | 1.87 | 1.66 | 2.71 | 2.68 | 3.65 | 4.72 | 3.86 | 5.66 | 3.50 | 3.77 | 3.17 | 1.33 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| DDICX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS C) |
-12.55%
Feb 2006 – Feb 2009 |
-5.42%
Feb 2004 – Feb 2009 |
2.47%
Oct 2013 – Oct 2023 |
3.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDICX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS C) |
21.46%
Feb 2009 – Feb 2012 |
18.03%
Feb 2009 – Feb 2014 |
10.40%
Feb 2009 – Feb 2019 |
8.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart