Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPRTX (Delaware Pooled Real Estate Inv Trust II) | NA | 13.25% | 12.69% | 17.16% | 7.79% | 11.78% | NA | … | … |
Data as of 10/29/2014, Common starting date is 12/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPRTX (Delaware Pooled Real Estate Inv Trust II) | 12/08/1997 | 10/29/2014 |
| 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 (%) | 1.49 | 13.25 | 12.69 | 17.16 | 7.79 | 11.78 | NA | … | … | 19.78 | 1.87 | 16.50 | 10.70 | 25.91 | 22.44 | -34.77 | -14.41 | 33.12 | 6.78 | 30.21 | 34.91 | 4.54 | 9.27 | 33.12 | -1.89 | -12.97 | 2.75 |
| Sharpe Ratio | NA | 1.14 | 0.82 | 0.81 | 0.19 | NA | NA | … | … | 2.16 | 0.12 | 1.22 | 0.37 | 0.94 | 0.36 | -0.50 | -0.70 | 2.10 | 0.32 | 1.76 | 2.96 | 0.24 | 0.65 | 2.66 | -0.51 | -1.17 | 5.80 |
| Standard Deviation(%) | NA | 11.60 | 14.93 | 21.18 | 35.47 | NA | NA | … | … | 11.26 | 15.25 | 13.54 | 29.04 | 27.36 | 62.44 | 70.92 | 25.17 | 14.30 | 14.20 | 16.60 | 11.56 | 14.06 | 10.83 | 10.93 | 10.03 | 13.93 | 8.56 |
| Draw Down(%) | NA | 7.57 | 17.17 | 22.03 | 70.82 | NA | NA | … | … | 7.37 | 17.17 | 8.75 | 22.03 | 16.40 | 40.36 | 60.33 | 27.07 | 9.29 | 12.57 | 18.37 | 6.60 | 17.95 | 11.77 | 6.93 | 17.78 | 23.95 | 1.27 |
| Yield(%) | 0.00 | 1.49 | 1.38 | 2.18 | 11.70 | 17.58 | 10.79 | … | … | 0.00 | 1.58 | 1.64 | 0.71 | 1.80 | 3.07 | 4.02 | 38.25 | 74.04 | 14.52 | 13.17 | 8.59 | 3.64 | 4.10 | 4.65 | 5.06 | 4.59 | 0.73 |
Data as of 10/29/2014, 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 |
|---|---|---|---|---|
| DPRTX (Delaware Pooled Real Estate Inv Trust II) |
-24.84%
Mar 2006 – Mar 2009 |
-9.91%
Mar 2004 – Mar 2009 |
3.63%
Mar 1999 – Mar 2009 |
9.20%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRTX (Delaware Pooled Real Estate Inv Trust II) |
42.81%
Mar 2009 – Mar 2012 |
27.99%
Mar 2009 – Mar 2014 |
13.17%
Aug 1998 – Aug 2008 |
11.26%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart