Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFEAX (Delaware Foundation Equity A) | NA | -14.33% | -0.86% | NA | NA | NA | NA | … | … |
Data as of 04/17/2013, Common starting date is 09/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFEAX (Delaware Foundation Equity A) | 09/01/2009 | 04/17/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.08 | -14.33 | -0.86 | NA | NA | NA | NA | … | … | -17.17 | 14.32 | -5.48 | 13.76 | 11.31 |
| Sharpe Ratio | NA | -0.37 | -0.03 | NA | NA | NA | NA | … | … | -0.96 | 1.08 | -0.23 | 0.76 | 2.39 |
| Standard Deviation(%) | NA | 38.52 | 32.16 | NA | NA | NA | NA | … | … | 49.75 | 13.31 | 24.24 | 18.03 | 15.84 |
| Draw Down(%) | NA | 23.35 | 24.25 | NA | NA | NA | NA | … | … | 23.35 | 12.36 | 24.25 | 14.00 | 5.82 |
| Yield(%) | 0.00 | 1.00 | 2.95 | 2.06 | 1.03 | 0.69 | 0.51 | … | … | 0.00 | 1.11 | 3.72 | 3.95 | 0.00 |
Data as of 04/17/2013, Common starting date is 09/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFEAX (Delaware Foundation Equity A) |
6.97%
Nov 2009 – Nov 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFEAX (Delaware Foundation Equity A) |
10.44%
Jan 2010 – Jan 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart