Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLMRX (DELAWARE MID CAP VALUE FUND CLASS R) | NA | -4.53% | 24.33% | 4.76% | 7.71% | NA | NA | … | … |
Data as of 03/14/2023, Common starting date is 08/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLMRX (DELAWARE MID CAP VALUE FUND CLASS R) | 08/04/2008 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.09 | -4.53 | 24.33 | 4.76 | 7.71 | NA | NA | … | … | -1.83 | -9.74 | 29.47 | -0.65 | 28.68 | -15.83 | 16.58 | 18.11 | -0.48 | 6.43 | 28.52 | 12.85 | -6.20 | 27.96 | 29.35 | -28.80 |
| Sharpe Ratio | NA | -0.29 | 0.62 | 0.14 | 0.34 | NA | NA | … | … | -0.91 | -0.44 | 1.71 | -0.02 | 1.98 | -1.06 | 1.73 | 1.10 | -0.03 | 0.51 | 2.26 | 0.87 | -0.22 | 1.35 | 0.94 | -0.91 |
| Standard Deviation(%) | NA | 24.62 | 27.97 | 25.48 | 20.48 | NA | NA | … | … | 16.88 | 25.42 | 17.20 | 43.05 | 13.76 | 16.21 | 9.25 | 16.14 | 15.90 | 12.67 | 12.63 | 14.75 | 28.59 | 20.63 | 31.16 | 61.94 |
| Draw Down(%) | NA | 19.39 | 22.41 | 46.27 | 46.27 | NA | NA | … | … | 9.96 | 20.51 | 7.43 | 46.27 | 8.45 | 24.62 | 4.90 | 13.71 | 12.82 | 11.23 | 7.52 | 11.37 | 28.14 | 16.22 | 28.86 | 46.71 |
| Yield(%) | 1.38 | 5.68 | 5.09 | 2.57 | 8.19 | 7.63 | 5.72 | … | … | 1.41 | 4.05 | 1.12 | 1.38 | 0.00 | 3.19 | 1.20 | 1.48 | 5.80 | 20.81 | 64.66 | 3.45 | 0.00 | 0.05 | 0.42 | 0.31 |
Data as of 03/14/2023, Common starting date is 08/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMRX (DELAWARE MID CAP VALUE FUND CLASS R) |
-7.93%
Mar 2017 – Mar 2020 |
-1.34%
Mar 2015 – Mar 2020 |
4.99%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMRX (DELAWARE MID CAP VALUE FUND CLASS R) |
27.66%
Feb 2009 – Feb 2012 |
22.78%
Feb 2009 – Feb 2014 |
14.65%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart