Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFIDX (Delaware Foundation Cnsrv Allc B) | NA | 5.16% | 7.80% | 6.87% | NA | NA | NA | … | … |
Data as of 10/17/2014, Common starting date is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIDX (Delaware Foundation Cnsrv Allc B) | 08/29/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.16 | 7.80 | 6.87 | NA | NA | NA | … | … | 3.35 | 8.41 | 9.48 | 2.33 | 9.71 | 24.38 | -15.02 | 3.40 | 7.68 | 1.30 |
| Sharpe Ratio | NA | 1.27 | 1.53 | 1.11 | NA | NA | NA | … | … | 1.04 | 1.59 | 2.04 | 0.28 | 1.27 | 2.48 | -1.21 | 0.06 | 0.85 | 0.28 |
| Standard Deviation(%) | NA | 4.05 | 5.09 | 6.29 | NA | NA | NA | … | … | 4.04 | 5.26 | 4.66 | 8.23 | 7.60 | 9.78 | 13.14 | 6.31 | 5.18 | 4.65 |
| Draw Down(%) | NA | 2.32 | 6.16 | 8.41 | NA | NA | NA | … | … | 2.32 | 6.16 | 3.75 | 8.41 | 6.43 | 10.14 | 23.16 | 4.58 | 3.93 | 2.88 |
| Yield(%) | 0.00 | 3.76 | 3.81 | 4.20 | 3.19 | 2.13 | 1.59 | … | … | 1.30 | 3.81 | 2.78 | 4.81 | 5.63 | 2.51 | 1.51 | 3.72 | 2.16 | 1.64 |
Data as of 10/17/2014, Common starting date is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIDX (Delaware Foundation Cnsrv Allc B) |
-4.58%
Feb 2006 – Feb 2009 |
3.89%
Sep 2006 – Sep 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIDX (Delaware Foundation Cnsrv Allc B) |
16.23%
Feb 2009 – Feb 2012 |
12.50%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart