Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DECCX (Delaware Large Cap Value C) | NA | 7.44% | 16.20% | -2.11% | 3.38% | 3.47% | NA | … | … |
Data as of 06/05/2012, Common starting date is 11/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DECCX (Delaware Large Cap Value C) | 11/26/1996 | 06/05/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.44 | 16.20 | -2.11 | 3.38 | 3.47 | NA | … | … | 5.66 | 8.43 | 15.13 | 17.25 | -34.93 | -3.74 | 22.54 | 2.11 | 9.18 | 26.83 | -19.68 | -4.54 | 8.65 | -4.36 | 8.86 | 28.85 | -0.33 |
| Sharpe Ratio | NA | 0.31 | 0.96 | -0.11 | 0.11 | NA | NA | … | … | 1.66 | 0.40 | 0.95 | 0.75 | -0.92 | -0.42 | 2.08 | -0.01 | 0.77 | 1.63 | -0.85 | -0.41 | 0.29 | -0.60 | 0.38 | -1.98 | -0.72 |
| Standard Deviation(%) | NA | 20.59 | 16.85 | 24.63 | 20.41 | NA | NA | … | … | 8.30 | 21.08 | 15.83 | 22.74 | 38.94 | 16.21 | 9.28 | 9.96 | 10.67 | 15.99 | 24.30 | 16.94 | 15.79 | 12.70 | 14.51 | 13.30 | 9.69 |
| Draw Down(%) | NA | 17.32 | 17.71 | 55.64 | 55.64 | NA | NA | … | … | 3.73 | 17.71 | 12.86 | 24.59 | 46.94 | 14.39 | 6.28 | 7.45 | 7.21 | 14.68 | 33.33 | 20.90 | 14.41 | 15.51 | 16.39 | 8.58 | 2.86 |
| Yield(%) | 0.00 | 1.09 | 1.63 | 2.55 | 3.26 | 4.35 | 3.84 | … | … | 0.12 | 1.17 | 1.35 | 1.78 | 1.32 | 9.86 | 5.34 | 7.33 | 0.37 | 0.76 | 0.04 | 0.66 | 1.43 | 4.53 | 17.83 | 19.03 | 13.00 |
Data as of 06/05/2012, Common starting date is 11/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DECCX (Delaware Large Cap Value C) |
-15.24%
Feb 2006 – Feb 2009 |
-7.05%
Feb 2004 – Feb 2009 |
-3.06%
Feb 1999 – Feb 2009 |
3.48%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DECCX (Delaware Large Cap Value C) |
22.95%
Feb 2009 – Feb 2012 |
13.69%
Sep 2002 – Sep 2007 |
6.83%
Dec 1996 – Dec 2006 |
4.24%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart