Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEICX (Delaware Balanced Instl) | NA | -20.90% | -5.10% | -0.67% | -1.88% | NA | NA | … | … |
Data as of 05/27/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEICX (Delaware Balanced Instl) | 06/21/1996 | 05/27/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.90 | -5.10 | -0.67 | -1.88 | NA | NA | … | … | -1.74 | -23.34 | 0.25 | 16.14 | 4.12 | 5.79 | 18.76 | -15.82 | -7.41 | -2.51 | -7.77 | 17.56 | 24.65 | 10.17 |
| Sharpe Ratio | NA | -1.06 | -0.53 | -0.23 | -0.30 | NA | NA | … | … | -0.32 | -1.22 | -0.29 | 2.15 | 0.32 | 0.67 | 1.82 | -1.11 | -0.54 | -0.41 | -1.04 | 1.16 | -3.06 | 2.49 |
| Standard Deviation(%) | NA | 20.20 | 14.01 | 11.57 | 12.95 | NA | NA | … | … | 13.74 | 19.78 | 9.53 | 6.02 | 6.18 | 7.19 | 9.94 | 15.19 | 18.16 | 15.94 | 10.54 | 12.30 | 9.94 | 6.70 |
| Draw Down(%) | NA | 29.74 | 36.39 | 36.39 | 36.47 | NA | NA | … | … | 12.94 | 31.72 | 7.25 | 3.65 | 3.93 | 6.96 | 7.17 | 23.49 | 24.35 | 10.99 | 13.16 | 11.11 | 6.38 | 3.92 |
| Yield(%) | 0.00 | 3.09 | 3.18 | 3.01 | 2.89 | 4.58 | 3.44 | … | … | 0.76 | 2.96 | 2.87 | 3.02 | 2.75 | 1.83 | 1.78 | 1.59 | 2.17 | 2.48 | 12.91 | 7.30 | 16.16 | 12.16 |
Data as of 05/27/2009, 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 |
|---|---|---|---|---|
| DEICX (Delaware Balanced Instl) |
-9.86%
Jul 1999 – Jul 2002 |
-5.50%
Mar 1998 – Mar 2003 |
-2.27%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEICX (Delaware Balanced Instl) |
16.70%
Jul 1996 – Jul 1999 |
10.51%
Sep 2002 – Sep 2007 |
4.81%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart