Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEUCX (DELAWARE U.S. GROWTH FUND CLASS C) | NA | 34.22% | 14.79% | 14.69% | 12.38% | 8.69% | 5.95% | … | … |
Data as of 04/23/2021, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEUCX (DELAWARE U.S. GROWTH FUND CLASS C) | 03/21/1997 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.22 | 14.79 | 14.69 | 12.38 | 8.69 | 5.95 | … | … | -10.08 | 43.06 | 25.84 | -4.19 | 26.92 | -6.12 | 4.10 | 11.59 | 32.89 | 14.81 | 6.98 | 13.07 | 42.96 | -44.10 | 12.01 | 1.62 | 12.90 | 2.32 | 22.38 | -29.54 | -24.86 | -8.23 | 39.37 | 28.99 | 25.78 |
| Sharpe Ratio | NA | 1.24 | 0.52 | 0.62 | 0.61 | NA | NA | … | … | -0.83 | 1.21 | 1.72 | -0.27 | 2.85 | -0.40 | 0.24 | 0.85 | 2.81 | 1.08 | 0.29 | 0.72 | 1.68 | -1.06 | 0.57 | -0.13 | 0.89 | 0.10 | 1.26 | -1.20 | -1.10 | -0.37 | 1.68 | 1.11 | 1.42 |
| Standard Deviation(%) | NA | 27.56 | 26.64 | 22.25 | 19.79 | NA | NA | … | … | 35.50 | 35.37 | 14.24 | 20.77 | 9.27 | 15.65 | 16.97 | 13.68 | 11.67 | 13.74 | 23.93 | 17.99 | 25.48 | 42.29 | 15.92 | 13.37 | 12.03 | 13.28 | 17.17 | 25.60 | 25.10 | 33.58 | 21.50 | 23.10 | 21.56 |
| Draw Down(%) | NA | 17.82 | 30.85 | 30.85 | 30.85 | NA | NA | … | … | 17.82 | 30.85 | 7.55 | 20.69 | 3.05 | 13.48 | 14.68 | 7.89 | 6.83 | 11.48 | 16.05 | 14.73 | 18.21 | 53.60 | 7.30 | 15.08 | 8.54 | 16.99 | 10.98 | 37.46 | 39.61 | 28.93 | 10.85 | 29.18 | 11.59 |
| Yield(%) | 0.00 | 20.17 | 15.97 | 14.80 | 12.76 | 9.23 | 6.30 | … | … | 0.00 | 19.17 | 16.39 | 21.45 | 16.79 | 7.82 | 12.54 | 3.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 4.26 | 0.00 | 46.16 |
Data as of 04/23/2021, Common starting date is 03/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEUCX (DELAWARE U.S. GROWTH FUND CLASS C) |
-25.36%
Mar 2000 – Mar 2003 |
-12.68%
Mar 2000 – Mar 2005 |
-6.87%
Aug 2000 – Aug 2010 |
0.55%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEUCX (DELAWARE U.S. GROWTH FUND CLASS C) |
32.07%
Apr 1997 – Apr 2000 |
24.55%
Feb 2009 – Feb 2014 |
15.64%
Aug 2010 – Aug 2020 |
9.70%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart