Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFBBX (Delaware Foundation Moderate Allc B) | NA | 5.79% | 9.80% | 7.70% | NA | NA | NA | … | … |
Data as of 10/17/2014, Common starting date is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFBBX (Delaware Foundation Moderate Allc B) | 08/29/2005 | 10/17/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.79 | 9.80 | 7.70 | NA | NA | NA | … | … | 3.29 | 13.71 | 10.48 | -0.28 | 10.59 | 26.52 | -22.84 | 3.89 | 9.15 | 2.56 |
| Sharpe Ratio | NA | 1.01 | 1.28 | 0.81 | NA | NA | NA | … | … | 0.71 | 1.94 | 1.42 | -0.02 | 0.92 | 1.83 | -1.16 | 0.09 | 0.83 | 0.77 |
| Standard Deviation(%) | NA | 5.72 | 7.62 | 9.63 | NA | NA | NA | … | … | 5.82 | 7.05 | 7.42 | 13.36 | 11.39 | 14.47 | 20.44 | 9.65 | 7.05 | 6.66 |
| Draw Down(%) | NA | 3.45 | 6.72 | 13.94 | NA | NA | NA | … | … | 3.45 | 6.70 | 6.72 | 13.94 | 9.16 | 14.60 | 32.13 | 6.76 | 5.77 | 3.28 |
| Yield(%) | 0.00 | 6.18 | 3.43 | 3.00 | 2.32 | 1.55 | 1.16 | … | … | 1.13 | 6.75 | 0.95 | 1.34 | 1.63 | 1.95 | 1.14 | 3.79 | 1.59 | 0.48 |
Data as of 10/17/2014, Common starting date is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBBX (Delaware Foundation Moderate Allc B) |
-8.21%
Feb 2006 – Feb 2009 |
1.62%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBBX (Delaware Foundation Moderate Allc B) |
18.13%
Feb 2009 – Feb 2012 |
14.45%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart