Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIPCX (Delaware Inflation Protected Bond C) | NA | -3.86% | -5.51% | -0.03% | 2.08% | NA | NA | … | … |
Data as of 06/15/2015, Common starting date is 01/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIPCX (Delaware Inflation Protected Bond C) | 01/07/2005 | 06/15/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -3.86 | -5.51 | -0.03 | 2.08 | NA | NA | … | … | -1.14 | -0.45 | -13.91 | 4.71 | 8.85 | 5.38 | 9.85 | -0.77 | 10.21 | -0.27 | 2.66 |
| Sharpe Ratio | NA | -0.69 | -1.08 | -0.01 | 0.18 | NA | NA | … | … | -0.42 | -0.12 | -2.48 | 0.48 | 1.48 | 1.10 | 1.36 | -0.18 | 1.33 | -0.76 | 0.11 |
| Standard Deviation(%) | NA | 5.12 | 5.11 | 6.54 | 6.50 | NA | NA | … | … | 6.06 | 3.97 | 5.63 | 9.76 | 5.94 | 4.80 | 7.16 | 9.29 | 5.44 | 4.68 | 4.75 |
| Draw Down(%) | NA | 5.84 | 16.81 | 16.81 | 16.81 | NA | NA | … | … | 4.29 | 5.08 | 14.11 | 6.11 | 2.74 | 3.56 | 4.72 | 11.61 | 3.17 | 3.78 | 3.25 |
| Yield(%) | 0.00 | 0.00 | 2.63 | 3.74 | 3.61 | 2.52 | 1.89 | … | … | 0.00 | 0.00 | 0.00 | 8.90 | 5.78 | 4.78 | 1.02 | 4.96 | 3.62 | 3.05 | 4.92 |
Data as of 06/15/2015, Common starting date is 01/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPCX (Delaware Inflation Protected Bond C) |
-4.76%
May 2012 – May 2015 |
0.38%
Nov 2009 – Nov 2014 |
2.18%
May 2005 – May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPCX (Delaware Inflation Protected Bond C) |
9.79%
Nov 2008 – Nov 2011 |
7.34%
May 2007 – May 2012 |
2.54%
Feb 2005 – Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart