Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DHIRX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND CLASS R) NA 6.16% 0.29% -7.99% -2.87% 2.04% 2.53%
Data as of 07/23/2024, Common starting date is 06/19/2003
More Performance Analytics Comparison
Name Start Date End Date
DHIRX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND CLASS R) 06/19/2003 07/23/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 6.16 0.29 -7.99 -2.87 2.04 2.53 -0.54 12.64 -11.03 4.57 -39.06 15.92 -5.18 7.03 12.60 -6.95 -0.25 8.43 17.12 1.73 16.07 49.35 -25.91 1.46 12.13 3.06 13.79 8.27
Sharpe Ratio NA 0.03 -0.05 -0.22 -0.13 NA NA -0.04 1.40 -1.53 1.42 -0.68 3.65 -1.75 2.07 2.35 -1.45 -0.06 2.24 4.14 0.25 3.10 6.77 -2.72 -0.37 2.98 0.27 3.57 3.70
Standard Deviation(%) NA 80.40 46.78 44.55 31.66 NA NA 107.91 6.03 8.13 3.19 57.89 3.98 3.72 3.11 5.27 4.82 4.35 3.74 4.15 6.84 5.15 7.28 9.83 4.11 2.99 3.35 3.60 4.15
Draw Down(%) NA 43.33 43.33 55.03 55.03 NA NA 43.33 4.81 14.90 2.32 55.03 1.59 6.31 2.33 4.31 12.05 8.38 5.58 3.51 13.04 6.14 7.59 32.52 5.50 1.90 5.43 4.30 3.71
Yield(%) 0.00 4.82 4.50 2.95 3.76 5.97 5.55 1.49 6.35 4.72 4.46 2.96 5.87 5.09 5.04 5.55 5.53 7.06 6.06 7.38 7.55 8.67 10.74 6.98 7.43 7.65 6.97 7.72 4.36
Data as of 07/23/2024, 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
DHIRX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND CLASS R) -17.71%
Sep 2019 – Sep 2022
-9.75%
Mar 2015 – Mar 2020
-3.04%
Oct 2013 – Oct 2023
0.59%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DHIRX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND CLASS R) 22.22%
Feb 2009 – Feb 2012
18.47%
Nov 2008 – Nov 2013
9.82%
Nov 2008 – Nov 2018
6.81%
Jul 2003 – Jul 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return