Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTIBX (Delaware Limited-Term Diversified Inc B) | NA | 1.46% | 0.11% | 1.15% | 2.71% | 3.44% | NA | … | … |
Data as of 10/17/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTIBX (Delaware Limited-Term Diversified Inc B) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.46 | 0.11 | 1.15 | 2.71 | 3.44 | NA | … | … | 0.95 | -1.98 | 1.63 | 1.90 | 2.76 | 11.63 | 1.53 | 5.33 | 2.89 | 0.92 | 1.44 | 1.28 | 6.36 | 7.23 | 7.70 | 0.21 | 6.60 | 4.21 | 3.36 |
| Sharpe Ratio | NA | 1.17 | 0.05 | 0.58 | 0.70 | NA | NA | … | … | 0.93 | -1.27 | 1.00 | 0.71 | 1.20 | 4.26 | 0.14 | 0.88 | -0.21 | -0.63 | 0.23 | 0.22 | 1.90 | 1.39 | 1.26 | -1.15 | 1.13 | -22.66 | 1.37 |
| Standard Deviation(%) | NA | 1.23 | 1.54 | 1.95 | 2.44 | NA | NA | … | … | 1.26 | 1.58 | 1.60 | 2.63 | 2.22 | 2.71 | 4.24 | 2.65 | 1.95 | 1.98 | 2.18 | 2.70 | 2.77 | 3.60 | 2.90 | 2.62 | 2.90 | 2.24 | 2.17 |
| Draw Down(%) | NA | 0.70 | 4.60 | 4.60 | 4.60 | NA | NA | … | … | 0.70 | 3.32 | 1.63 | 2.36 | 1.56 | 1.92 | 3.08 | 1.39 | 1.02 | 1.30 | 2.59 | 2.62 | 1.59 | 2.23 | 1.70 | 2.22 | 1.16 | 0.80 | 0.79 |
| Yield(%) | 0.00 | 1.45 | 1.78 | 1.92 | 2.66 | 3.28 | 3.25 | … | … | 1.06 | 1.41 | 1.29 | 3.01 | 2.18 | 3.06 | 3.31 | 3.74 | 3.56 | 3.38 | 3.05 | 2.99 | 4.37 | 4.92 | 5.50 | 5.16 | 5.45 | 5.83 | 3.43 |
Data as of 10/17/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTIBX (Delaware Limited-Term Diversified Inc B) |
-0.11%
Sep 2011 – Sep 2014 |
1.22%
Sep 2009 – Sep 2014 |
2.65%
Jun 2003 – Jun 2013 |
3.33%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTIBX (Delaware Limited-Term Diversified Inc B) |
7.51%
May 2000 – May 2003 |
5.58%
Dec 1997 – Dec 2002 |
4.75%
Jan 2000 – Jan 2010 |
4.32%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart