Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGROX (DELAWARE GLOBAL REAL ESTATE OPPORTUNITIES FUND INSTITUTIONAL CLASS) | NA | -14.33% | -1.26% | 2.16% | 5.08% | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 01/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGROX (DELAWARE GLOBAL REAL ESTATE OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 01/17/2007 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.33 | -1.26 | 2.16 | 5.08 | NA | NA | … | … | 0.00 | -15.29 | 20.83 | -6.07 | 8.92 | 4.17 | -0.18 | 16.21 | 4.46 | 29.16 | -3.86 | 19.64 | 21.32 | -46.46 | -10.46 |
| Sharpe Ratio | NA | -0.42 | -0.10 | 0.08 | 0.27 | NA | NA | … | … | 0.00 | -0.45 | 2.05 | -0.61 | 1.13 | 0.27 | -0.01 | 1.82 | 0.33 | 2.35 | -0.16 | 0.97 | 0.53 | -0.97 | -0.64 |
| Standard Deviation(%) | NA | 34.66 | 21.95 | 18.49 | 17.04 | NA | NA | … | … | NA | 34.70 | 9.46 | 12.22 | 7.39 | 14.66 | 14.17 | 8.89 | 13.41 | 12.48 | 24.04 | 20.24 | 40.12 | 48.49 | 21.75 |
| Draw Down(%) | NA | 43.24 | 43.24 | 43.24 | 43.24 | NA | NA | … | … | 0.00 | 43.24 | 4.95 | 11.14 | 4.20 | 13.02 | 13.81 | 7.30 | 14.72 | 8.57 | 21.55 | 13.62 | 35.34 | 59.76 | 22.22 |
| Yield(%) | 0.00 | 1.89 | 3.39 | 3.22 | 3.63 | 1.93 | 1.45 | … | … | 0.00 | 1.89 | 6.11 | 2.72 | 2.28 | 2.46 | 1.22 | 2.68 | 3.25 | 3.19 | 4.13 | 10.02 | 0.00 | 0.00 | 0.00 |
Data as of 01/07/2021, Common starting date is 01/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGROX (DELAWARE GLOBAL REAL ESTATE OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-18.64%
May 2007 – May 2010 |
-7.26%
May 2007 – May 2012 |
0.67%
Mar 2007 – Mar 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGROX (DELAWARE GLOBAL REAL ESTATE OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
28.14%
Feb 2009 – Feb 2012 |
21.86%
Feb 2009 – Feb 2014 |
13.31%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart