Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGTIX (Delaware Trend Instl) | NA | 25.16% | -0.72% | 3.59% | 0.52% | NA | NA | … | … |
Data as of 11/09/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGTIX (Delaware Trend Instl) | 06/21/1996 | 11/09/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.16 | -0.72 | 3.59 | 0.52 | NA | NA | … | … | 18.08 | 54.89 | -47.04 | 11.08 | 7.29 | 5.37 | 12.61 | 33.81 | -20.02 | -14.63 | -6.53 | 72.05 | 13.28 | 19.83 | -2.02 |
| Sharpe Ratio | NA | 1.24 | -0.04 | 0.07 | -0.04 | NA | NA | … | … | 1.03 | 1.78 | -1.14 | 0.42 | 0.23 | 0.22 | 0.68 | 1.87 | -0.82 | -0.53 | -0.24 | 3.38 | 0.38 | -2.09 | -0.48 |
| Standard Deviation(%) | NA | 20.24 | 33.09 | 28.14 | 26.37 | NA | NA | … | … | 20.74 | 30.86 | 42.07 | 19.33 | 17.50 | 14.24 | 17.21 | 17.74 | 25.89 | 32.29 | 44.39 | 20.35 | 26.05 | 16.89 | 15.03 |
| Draw Down(%) | NA | 11.56 | 60.41 | 61.90 | 61.90 | NA | NA | … | … | 11.56 | 25.92 | 56.59 | 12.48 | 19.76 | 14.63 | 19.10 | 13.21 | 33.80 | 38.32 | 38.58 | 11.33 | 36.72 | 16.41 | 13.78 |
| Yield(%) | 0.00 | 0.00 | 4.20 | 7.60 | 3.36 | 7.30 | 5.47 | … | … | 0.00 | 0.00 | 2.86 | 22.07 | 14.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.62 | 18.04 | 15.24 | 12.26 | 8.38 |
Data as of 11/09/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGTIX (Delaware Trend Instl) |
-21.44%
Feb 2000 – Feb 2003 |
-9.30%
Feb 2004 – Feb 2009 |
-2.20%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGTIX (Delaware Trend Instl) |
45.04%
Mar 1997 – Mar 2000 |
16.59%
Sep 2002 – Sep 2007 |
11.50%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart