Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDVBX (Delaware Value B) | NA | 16.01% | 21.60% | 15.76% | 7.94% | NA | NA | … | … |
Data as of 10/17/2014, Common starting date is 05/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDVBX (Delaware Value B) | 05/15/2002 | 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.01 | 21.60 | 15.76 | 7.94 | NA | NA | … | … | 9.52 | 32.28 | 13.24 | 8.21 | 14.79 | 16.62 | -33.64 | -3.60 | 22.59 | 4.73 | 12.40 | 26.46 | -19.49 |
| Sharpe Ratio | NA | 1.75 | 1.84 | 1.11 | 0.37 | NA | NA | … | … | 1.31 | 3.05 | 1.20 | 0.39 | 0.94 | 0.75 | -0.90 | -0.41 | 2.13 | 0.26 | 1.09 | 1.58 | -1.07 |
| Standard Deviation(%) | NA | 9.13 | 11.71 | 14.36 | 18.58 | NA | NA | … | … | 9.20 | 10.58 | 11.08 | 20.95 | 15.72 | 21.93 | 38.30 | 16.10 | 9.11 | 9.93 | 10.52 | 16.29 | 28.23 |
| Draw Down(%) | NA | 6.27 | 7.72 | 17.80 | 54.26 | NA | NA | … | … | 6.27 | 4.70 | 7.72 | 17.80 | 13.13 | 23.85 | 46.01 | 14.25 | 6.14 | 6.22 | 7.65 | 14.61 | 30.19 |
| Yield(%) | 0.00 | 1.06 | 1.46 | 1.52 | 2.41 | 1.69 | 1.27 | … | … | 0.76 | 1.02 | 0.72 | 1.10 | 1.20 | 1.65 | 1.48 | 5.86 | 2.85 | 1.05 | 3.73 | 0.33 | 0.00 |
Data as of 10/17/2014, Common starting date is 05/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVBX (Delaware Value B) |
-14.47%
Feb 2006 – Feb 2009 |
-5.73%
Feb 2004 – Feb 2009 |
4.64%
Jun 2002 – Jun 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVBX (Delaware Value B) |
23.24%
Sep 2011 – Sep 2014 |
20.99%
Feb 2009 – Feb 2014 |
8.45%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart