Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFBIX (Delaware Smid Cap Growth B) | NA | 1.90% | 13.57% | 16.13% | 9.64% | 7.03% | NA | … | … |
Data as of 10/17/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFBIX (Delaware Smid Cap Growth B) | 06/21/1996 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.90 | 13.57 | 16.13 | 9.64 | 7.03 | NA | … | … | -6.29 | 40.15 | 9.58 | 7.22 | 34.04 | 43.56 | -41.94 | 11.48 | 4.23 | 9.23 | 11.37 | 38.17 | -25.44 | -17.64 | -10.78 | 63.54 | 16.93 | 13.22 | -0.10 |
| Sharpe Ratio | NA | 0.15 | 0.88 | 0.87 | 0.40 | NA | NA | … | … | -0.63 | 3.08 | 0.66 | 0.26 | 1.69 | 1.63 | -1.05 | 0.45 | 0.06 | 0.57 | 0.70 | 2.05 | -1.01 | -0.61 | -0.31 | 2.46 | 0.52 | -2.38 | -0.22 |
| Standard Deviation(%) | NA | 12.45 | 15.34 | 18.81 | 22.13 | NA | NA | … | … | 12.50 | 13.01 | 14.60 | 27.78 | 20.09 | 26.66 | 40.61 | 18.70 | 15.30 | 12.28 | 14.85 | 18.31 | 26.40 | 33.33 | 48.43 | 24.50 | 25.97 | 17.62 | 16.88 |
| Draw Down(%) | NA | 10.29 | 13.71 | 23.06 | 54.68 | NA | NA | … | … | 10.29 | 5.03 | 13.71 | 23.06 | 11.27 | 16.82 | 51.42 | 12.55 | 16.03 | 8.46 | 15.29 | 13.39 | 35.33 | 41.69 | 39.40 | 14.77 | 35.68 | 15.22 | 13.69 |
| Yield(%) | 0.00 | 4.86 | 6.76 | 7.09 | 6.93 | 6.91 | 6.72 | … | … | 0.00 | 6.10 | 9.18 | 5.54 | 7.66 | 0.00 | 9.00 | 14.15 | 7.86 | 5.35 | 0.00 | 0.00 | 0.00 | 0.00 | 28.08 | 22.24 | 17.15 | 23.33 | 12.38 |
Data as of 10/17/2014, 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 |
|---|---|---|---|---|
| DFBIX (Delaware Smid Cap Growth B) |
-25.15%
Feb 2000 – Feb 2003 |
-8.23%
Feb 2000 – Feb 2005 |
-3.45%
Feb 2000 – Feb 2010 |
6.13%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBIX (Delaware Smid Cap Growth B) |
42.18%
Mar 1997 – Mar 2000 |
27.13%
Feb 2009 – Feb 2014 |
11.12%
Mar 2003 – Mar 2013 |
9.27%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart