Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFERX (Delaware Foundation Equity R) | NA | -14.54% | -1.09% | 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 |
|---|---|---|
| DFERX (Delaware Foundation Equity R) | 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 (%) | -23.10 | -14.54 | -1.09 | NA | NA | NA | NA | … | … | -17.19 | 13.94 | -5.63 | 13.42 | 11.31 |
| Sharpe Ratio | NA | -0.38 | -0.04 | NA | NA | NA | NA | … | … | -0.96 | 1.06 | -0.23 | 0.74 | 2.40 |
| Standard Deviation(%) | NA | 38.58 | 32.21 | NA | NA | NA | NA | … | … | 49.82 | 13.28 | 24.33 | 17.93 | 15.76 |
| Draw Down(%) | NA | 23.37 | 24.27 | NA | NA | NA | NA | … | … | 23.37 | 12.37 | 24.27 | 14.01 | 5.93 |
| Yield(%) | 0.00 | 0.76 | 2.71 | 1.89 | 0.94 | 0.63 | 0.47 | … | … | 0.00 | 0.84 | 3.48 | 3.71 | 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 |
|---|---|---|---|---|
| DFERX (Delaware Foundation Equity R) |
6.74%
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 |
|---|---|---|---|---|
| DFERX (Delaware Foundation Equity R) |
10.15%
Jan 2010 – Jan 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart