Performance Comparison
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
