Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFFIX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND INSTITUTIONAL CLASS) | NA | -3.34% | 10.23% | 3.08% | 4.73% | 5.46% | 6.50% | … | … |
Data as of 03/14/2023, Common starting date is 06/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFFIX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND INSTITUTIONAL CLASS) | 06/19/1998 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | -3.34 | 10.23 | 3.08 | 4.73 | 5.46 | 6.50 | … | … | 2.91 | -12.38 | -0.04 | 10.15 | 16.11 | -6.25 | 13.58 | 6.08 | -1.03 | 4.44 | 14.07 | 11.68 | 0.22 | 11.36 | 27.78 | -22.01 | 4.91 | 10.19 | 6.08 | 9.76 | 23.60 | -10.09 | -4.30 | -2.31 | 7.39 | 2.53 |
| Sharpe Ratio | NA | -0.18 | 0.46 | 0.17 | 0.38 | NA | NA | … | … | 1.02 | -0.67 | -0.01 | 0.51 | 2.29 | -0.94 | 3.36 | 0.75 | -0.13 | 0.69 | 1.97 | 1.59 | 0.01 | 1.00 | 1.92 | -1.11 | 0.19 | 0.98 | 0.60 | 1.28 | 2.12 | -0.76 | -0.52 | -0.47 | 0.52 | 0.11 |
| Standard Deviation(%) | NA | 20.26 | 16.42 | 14.31 | 11.28 | NA | NA | … | … | 9.40 | 20.66 | 11.48 | 19.47 | 6.42 | 8.08 | 3.87 | 7.83 | 8.35 | 6.45 | 7.11 | 7.37 | 13.47 | 11.23 | 14.42 | 20.58 | 9.81 | 7.08 | 6.52 | 6.90 | 10.81 | 14.77 | 12.87 | 13.44 | 8.07 | 14.58 |
| Draw Down(%) | NA | 15.74 | 20.58 | 24.14 | 24.14 | NA | NA | … | … | 4.16 | 18.96 | 10.17 | 24.14 | 4.20 | 11.93 | 1.41 | 6.48 | 9.31 | 5.07 | 6.79 | 6.47 | 13.61 | 9.23 | 14.37 | 31.56 | 6.64 | 5.66 | 4.21 | 5.47 | 8.16 | 19.59 | 18.34 | 9.80 | 7.04 | 17.62 |
| Yield(%) | 2.23 | 12.64 | 10.96 | 7.71 | 7.14 | 6.72 | 7.98 | … | … | 2.23 | 9.79 | 10.80 | 2.47 | 8.89 | 6.17 | 8.12 | 3.55 | 7.27 | 10.08 | 7.08 | 2.00 | 2.35 | 2.33 | 3.05 | 2.04 | 4.82 | 2.61 | 1.51 | 1.67 | 1.62 | 1.93 | 1.98 | 4.35 | 4.29 | 1.80 |
Data as of 03/14/2023, Common starting date is 06/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFFIX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND INSTITUTIONAL CLASS) |
-7.29%
Feb 2006 – Feb 2009 |
-1.52%
Feb 2004 – Feb 2009 |
0.73%
Feb 1999 – Feb 2009 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFFIX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND INSTITUTIONAL CLASS) |
19.02%
Feb 2009 – Feb 2012 |
15.26%
Feb 2009 – Feb 2014 |
9.61%
Feb 2009 – Feb 2019 |
7.75%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart