Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPRBX (Delaware REIT B) | NA | 5.49% | 13.82% | 14.08% | 6.13% | 10.28% | NA | … | … |
Data as of 10/17/2014, Common starting date is 12/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPRBX (Delaware REIT B) | 12/08/1997 | 10/17/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.49 | 13.82 | 14.08 | 6.13 | 10.28 | NA | … | … | 11.73 | 1.04 | 15.57 | 9.47 | 25.32 | 21.73 | -36.34 | -14.44 | 30.89 | 5.82 | 30.17 | 32.75 | 3.39 | 7.71 | 31.53 | -3.59 | -12.99 | 2.71 |
| Sharpe Ratio | NA | 0.50 | 0.90 | 0.68 | 0.15 | NA | NA | … | … | 1.42 | 0.07 | 1.16 | 0.32 | 0.93 | 0.35 | -0.52 | -0.69 | 1.90 | 0.25 | 1.75 | 2.85 | 0.17 | 0.53 | 2.50 | -0.70 | -1.18 | 5.80 |
| Standard Deviation(%) | NA | 11.04 | 15.34 | 21.36 | 35.48 | NA | NA | … | … | 10.48 | 15.33 | 13.45 | 29.36 | 27.16 | 62.58 | 71.03 | 25.31 | 14.57 | 14.71 | 16.69 | 11.25 | 13.77 | 10.28 | 11.00 | 9.76 | 13.79 | 8.41 |
| Draw Down(%) | NA | 8.94 | 17.40 | 22.28 | 71.56 | NA | NA | … | … | 7.84 | 17.40 | 8.95 | 22.28 | 15.91 | 40.47 | 60.81 | 27.50 | 9.83 | 12.89 | 18.27 | 6.63 | 17.72 | 11.94 | 7.21 | 18.00 | 23.26 | 1.20 |
| Yield(%) | 0.00 | 4.45 | 2.85 | 2.72 | 8.28 | 12.57 | 7.20 | … | … | 1.07 | 4.49 | 1.03 | 0.94 | 1.23 | 2.78 | 1.99 | 21.04 | 35.05 | 15.88 | 12.13 | 6.38 | 5.67 | 6.28 | 4.10 | 3.59 | 7.92 | 8.52 |
Data as of 10/17/2014, Common starting date is 12/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRBX (Delaware REIT B) |
-25.95%
Mar 2006 – Mar 2009 |
-10.86%
Mar 2004 – Mar 2009 |
2.33%
Mar 1999 – Mar 2009 |
8.10%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRBX (Delaware REIT B) |
42.06%
Mar 2009 – Mar 2012 |
27.20%
Mar 2009 – Mar 2014 |
11.94%
Aug 1998 – Aug 2008 |
10.18%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart