Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DETRX (Delaware Trend R) | NA | 24.26% | -1.29% | 3.02% | NA | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DETRX (Delaware Trend R) | 07/24/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.26 | -1.29 | 3.02 | NA | NA | NA | … | … | 17.26 | 54.29 | -47.36 | 10.62 | 6.72 | 4.74 | 12.00 | 13.64 |
| Sharpe Ratio | NA | 1.19 | -0.05 | 0.05 | NA | NA | NA | … | … | 0.98 | 1.75 | -1.14 | 0.40 | 0.20 | 0.18 | 0.64 | 2.04 |
| Standard Deviation(%) | NA | 20.29 | 33.13 | 28.16 | NA | NA | NA | … | … | 20.72 | 30.98 | 42.05 | 19.29 | 17.52 | 14.22 | 17.16 | 16.20 |
| Draw Down(%) | NA | 11.68 | 60.64 | 62.13 | NA | NA | NA | … | … | 11.68 | 25.93 | 56.81 | 12.54 | 19.86 | 14.84 | 19.31 | 6.52 |
| Yield(%) | 0.00 | 0.00 | 4.57 | 8.03 | 5.18 | 3.46 | 2.59 | … | … | 0.00 | 0.00 | 3.15 | 23.68 | 14.93 | 0.00 | 0.00 | 0.00 |
Data as of 11/09/2010, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DETRX (Delaware Trend R) |
-21.11%
Feb 2006 – Feb 2009 |
-9.78%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DETRX (Delaware Trend R) |
13.92%
Aug 2004 – Aug 2007 |
5.95%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
