Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DELDX (Delaware Large Cap Value A) | NA | 8.08% | 17.01% | -1.41% | 4.15% | 4.25% | NA | … | … |
Data as of 06/05/2012, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELDX (Delaware Large Cap Value A) | 06/21/1996 | 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 | 8.08 | 17.01 | -1.41 | 4.15 | 4.25 | NA | … | … | 5.85 | 9.21 | 16.19 | 18.00 | -34.48 | -3.00 | 23.36 | 2.90 | 9.99 | 27.70 | -18.85 | -3.85 | 9.48 | -3.65 | 9.75 | 29.88 | 12.05 |
| Sharpe Ratio | NA | 0.35 | 1.01 | -0.08 | 0.15 | NA | NA | … | … | 1.73 | 0.44 | 1.01 | 0.79 | -0.91 | -0.37 | 2.17 | 0.07 | 0.85 | 1.70 | -0.82 | -0.37 | 0.35 | -0.54 | 0.44 | -1.91 | 2.50 |
| Standard Deviation(%) | NA | 20.50 | 16.85 | 24.60 | 20.40 | NA | NA | … | … | 8.26 | 20.98 | 15.87 | 22.70 | 38.94 | 16.21 | 9.29 | 9.90 | 10.66 | 15.92 | 24.38 | 16.90 | 15.74 | 12.67 | 14.52 | 13.21 | 8.23 |
| Draw Down(%) | NA | 17.27 | 17.56 | 55.08 | 55.08 | NA | NA | … | … | 3.68 | 17.56 | 12.63 | 24.44 | 46.64 | 14.15 | 6.23 | 7.30 | 6.94 | 14.56 | 33.09 | 20.73 | 14.30 | 15.25 | 16.15 | 8.54 | 4.56 |
| Yield(%) | 0.00 | 1.80 | 2.57 | 3.05 | 4.01 | 4.97 | 4.85 | … | … | 0.31 | 1.91 | 2.20 | 2.50 | 1.93 | 10.59 | 6.12 | 8.06 | 1.13 | 1.54 | 0.88 | 1.39 | 2.17 | 5.27 | 18.69 | 20.00 | 15.99 |
Data as of 06/05/2012, 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 |
|---|---|---|---|---|
| DELDX (Delaware Large Cap Value A) |
-14.62%
Feb 2006 – Feb 2009 |
-6.38%
Feb 2004 – Feb 2009 |
-2.33%
Feb 1999 – Feb 2009 |
4.26%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELDX (Delaware Large Cap Value A) |
23.89%
Feb 2009 – Feb 2012 |
14.57%
Sep 2002 – Sep 2007 |
7.81%
Jul 1996 – Jul 2006 |
5.39%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart