Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEIBX (Delaware Large Cap Value B) | NA | 6.17% | 15.49% | -2.18% | 3.49% | 3.54% | NA | … | … |
Data as of 06/01/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEIBX (Delaware Large Cap Value B) | 06/21/1996 | 06/01/2012 |
| 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 | 6.17 | 15.49 | -2.18 | 3.49 | 3.54 | NA | … | … | 5.71 | 9.18 | 14.83 | 17.21 | -34.96 | -3.67 | 22.45 | 2.13 | 9.18 | 26.84 | -19.52 | -4.57 | 8.70 | -4.38 | 8.85 | 28.86 | 11.56 |
| Sharpe Ratio | NA | 0.30 | 0.92 | -0.11 | 0.10 | NA | NA | … | … | 1.71 | 0.44 | 0.93 | 0.75 | -0.92 | -0.41 | 2.07 | 0.00 | 0.77 | 1.65 | -0.85 | -0.41 | 0.29 | -0.60 | 0.38 | -1.99 | 2.38 |
| Standard Deviation(%) | NA | 20.53 | 16.85 | 24.63 | 20.42 | NA | NA | … | … | 8.31 | 21.02 | 15.79 | 22.70 | 39.02 | 16.24 | 9.30 | 9.88 | 10.67 | 15.88 | 24.31 | 16.96 | 15.80 | 12.69 | 14.50 | 13.23 | 8.21 |
| Draw Down(%) | NA | 17.34 | 17.73 | 55.61 | 55.61 | NA | NA | … | … | 3.71 | 17.73 | 13.15 | 24.53 | 46.95 | 14.39 | 6.27 | 7.40 | 7.25 | 14.64 | 33.23 | 20.91 | 14.38 | 15.50 | 16.38 | 8.53 | 4.63 |
| Yield(%) | 0.00 | 1.08 | 1.48 | 2.51 | 3.29 | 4.38 | 4.32 | … | … | 0.12 | 1.18 | 1.05 | 1.79 | 1.33 | 9.93 | 5.37 | 7.37 | 0.37 | 0.76 | 0.22 | 0.66 | 1.43 | 4.56 | 17.92 | 19.10 | 15.61 |
Data as of 06/01/2012, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEIBX (Delaware Large Cap Value B) |
-15.24%
Feb 2006 – Feb 2009 |
-7.06%
Feb 2004 – Feb 2009 |
-3.05%
Feb 1999 – Feb 2009 |
3.48%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEIBX (Delaware Large Cap Value B) |
23.15%
Feb 2009 – Feb 2012 |
13.68%
Sep 2002 – Sep 2007 |
6.99%
Jul 1996 – Jul 2006 |
4.57%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart