Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFIRX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS R) | NA | -0.04% | 2.92% | 3.69% | 5.65% | 5.24% | NA | … | … |
Data as of 07/27/2018, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIRX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS R) | 06/19/2003 | 07/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.41 | -0.04 | 2.92 | 3.69 | 5.65 | 5.24 | NA | … | … | -3.16 | 9.70 | 5.27 | -1.69 | 4.23 | 8.10 | 9.29 | 1.98 | 9.42 | 25.15 | -14.64 | 3.95 | 8.13 | 3.97 | 6.73 | 6.22 |
| Sharpe Ratio | NA | -0.19 | 0.47 | 0.68 | 0.74 | NA | NA | … | … | -0.97 | 3.32 | 1.00 | -0.31 | 0.97 | 1.52 | 1.99 | 0.23 | 1.22 | 2.57 | -1.18 | 0.15 | 0.94 | 0.39 | 1.15 | 1.97 |
| Standard Deviation(%) | NA | 5.46 | 5.06 | 4.88 | 7.28 | NA | NA | … | … | 6.88 | 2.75 | 5.04 | 5.53 | 4.36 | 5.30 | 4.69 | 8.35 | 7.64 | 9.75 | 13.12 | 6.34 | 5.19 | 4.62 | 5.03 | 5.73 |
| Draw Down(%) | NA | 5.78 | 6.80 | 8.79 | 18.78 | NA | NA | … | … | 5.78 | 0.93 | 3.49 | 7.16 | 3.52 | 6.17 | 3.78 | 8.50 | 6.38 | 10.08 | 22.88 | 4.60 | 3.84 | 3.17 | 4.80 | 3.15 |
| Yield(%) | 0.00 | 2.84 | 3.83 | 5.66 | 5.42 | 4.89 | 3.66 | … | … | 0.46 | 6.18 | 3.09 | 6.61 | 10.57 | 3.58 | 2.54 | 4.59 | 5.43 | 3.11 | 1.98 | 4.26 | 2.69 | 2.15 | 1.78 | 1.52 |
Data as of 07/27/2018, Common starting date is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIRX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS R) |
-4.12%
Feb 2006 – Feb 2009 |
-0.51%
Feb 2004 – Feb 2009 |
4.57%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIRX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS R) |
16.18%
Feb 2009 – Feb 2012 |
12.38%
Feb 2009 – Feb 2014 |
6.32%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart