Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFECX (Delaware Foundation Equity C) | NA | -15.02% | -1.59% | 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 |
|---|---|---|
| DFECX (Delaware Foundation Equity C) | 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 (%) | -23.17 | -15.02 | -1.59 | NA | NA | NA | NA | … | … | -17.32 | 13.40 | -6.23 | 12.93 | 11.19 |
| Sharpe Ratio | NA | -0.39 | -0.05 | NA | NA | NA | NA | … | … | -0.96 | 1.02 | -0.26 | 0.71 | 2.34 |
| Standard Deviation(%) | NA | 38.72 | 32.34 | NA | NA | NA | NA | … | … | 49.97 | 13.25 | 24.33 | 18.04 | 16.00 |
| Draw Down(%) | NA | 23.44 | 24.45 | NA | NA | NA | NA | … | … | 23.44 | 12.50 | 24.45 | 14.16 | 5.93 |
| Yield(%) | 0.00 | 0.24 | 2.20 | 1.53 | 0.77 | 0.51 | 0.38 | … | … | 0.00 | 0.27 | 3.01 | 3.23 | 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 |
|---|---|---|---|---|
| DFECX (Delaware Foundation Equity C) |
6.23%
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 |
|---|---|---|---|---|
| DFECX (Delaware Foundation Equity C) |
9.63%
Jan 2010 – Jan 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart