Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEURX (DELAWARE U.S. GROWTH FUND CLASS R) | NA | 38.69% | 16.44% | 15.91% | 13.27% | 9.44% | NA | … | … |
Data as of 04/23/2021, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEURX (DELAWARE U.S. GROWTH FUND CLASS R) | 07/24/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 38.69 | 16.44 | 15.91 | 13.27 | 9.44 | NA | … | … | -7.41 | 43.81 | 26.51 | -3.74 | 27.55 | -5.60 | 4.59 | 12.16 | 33.55 | 15.39 | 7.44 | 13.71 | 43.63 | -43.80 | 12.61 | 2.13 | 13.30 | 2.84 | 11.49 |
| Sharpe Ratio | NA | 1.47 | 0.59 | 0.69 | 0.66 | NA | NA | … | … | -0.69 | 1.22 | 1.76 | -0.24 | 2.91 | -0.37 | 0.27 | 0.89 | 2.88 | 1.13 | 0.31 | 0.76 | 1.71 | -1.06 | 0.61 | -0.09 | 0.92 | 0.14 | 1.97 |
| Standard Deviation(%) | NA | 26.30 | 26.24 | 21.95 | 19.62 | NA | NA | … | … | 32.17 | 35.43 | 14.24 | 20.76 | 9.29 | 15.63 | 16.96 | 13.68 | 11.65 | 13.71 | 23.95 | 18.04 | 25.51 | 42.16 | 15.90 | 13.38 | 12.04 | 13.28 | 13.89 |
| Draw Down(%) | NA | 15.40 | 30.82 | 30.82 | 30.82 | NA | NA | … | … | 15.40 | 30.82 | 7.53 | 20.54 | 3.04 | 13.40 | 14.59 | 7.80 | 6.80 | 11.38 | 15.98 | 14.69 | 18.15 | 53.35 | 7.28 | 14.94 | 8.46 | 16.81 | 4.68 |
| Yield(%) | 0.00 | 17.09 | 14.38 | 13.73 | 12.27 | 9.10 | 9.18 | … | … | 0.00 | 16.27 | 14.27 | 19.36 | 15.42 | 7.27 | 11.86 | 3.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2021, 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 |
|---|---|---|---|---|
| DEURX (DELAWARE U.S. GROWTH FUND CLASS R) |
-16.75%
Feb 2006 – Feb 2009 |
-7.94%
Feb 2004 – Feb 2009 |
6.33%
Mar 2006 – Mar 2016 |
7.03%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEURX (DELAWARE U.S. GROWTH FUND CLASS R) |
29.72%
Feb 2009 – Feb 2012 |
25.18%
Feb 2009 – Feb 2014 |
16.22%
Aug 2010 – Aug 2020 |
10.25%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart