Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DERBX (Delaware Trend B) | NA | 23.26% | -1.90% | 2.45% | -0.54% | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DERBX (Delaware Trend B) | 06/21/1996 | 11/09/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.26 | -1.90 | 2.45 | -0.54 | NA | NA | … | … | 16.36 | 53.42 | -47.57 | 10.04 | 6.18 | 4.32 | 11.55 | 32.44 | -20.82 | -15.48 | -7.48 | 70.37 | 12.18 | 18.58 | -2.50 |
| Sharpe Ratio | NA | 1.14 | -0.07 | 0.03 | -0.08 | NA | NA | … | … | 0.93 | 1.72 | -1.15 | 0.36 | 0.17 | 0.15 | 0.62 | 1.79 | -0.85 | -0.56 | -0.26 | 3.30 | 0.34 | -2.16 | -0.54 |
| Standard Deviation(%) | NA | 20.31 | 33.10 | 28.14 | 26.37 | NA | NA | … | … | 20.74 | 30.97 | 42.00 | 19.32 | 17.49 | 14.21 | 17.19 | 17.75 | 25.89 | 32.30 | 44.44 | 20.34 | 26.02 | 16.90 | 14.99 |
| Draw Down(%) | NA | 11.70 | 60.91 | 62.43 | 62.43 | NA | NA | … | … | 11.70 | 26.05 | 57.00 | 12.56 | 19.98 | 14.93 | 19.40 | 13.37 | 34.28 | 38.74 | 39.06 | 11.38 | 36.93 | 16.62 | 13.82 |
| Yield(%) | 0.00 | 0.00 | 5.27 | 8.84 | 3.71 | 7.46 | 5.60 | … | … | 0.00 | 0.00 | 3.70 | 26.73 | 16.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.38 | 19.22 | 15.93 | 12.63 | 8.57 |
Data as of 11/09/2010, 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 |
|---|---|---|---|---|
| DERBX (Delaware Trend B) |
-22.23%
Feb 2000 – Feb 2003 |
-10.19%
Feb 2004 – Feb 2009 |
-3.17%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DERBX (Delaware Trend B) |
43.61%
Mar 1997 – Mar 2000 |
15.44%
Sep 2002 – Sep 2007 |
10.39%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart