Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVLRX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS R) | 14.73% | 27.82% | 16.13% | 4.74% | 8.24% | 8.63% | 7.35% | … | … |
Data as of 06/05/2026, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVLRX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS R) | 07/24/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 27.82 | 16.13 | 4.74 | 8.24 | 8.63 | 7.35 | … | … | 14.73 | 7.39 | 10.61 | 10.34 | -15.82 | 27.94 | -1.73 | 27.55 | -17.92 | 11.43 | 30.70 | -6.59 | 5.15 | 31.88 | 12.78 | -1.34 | 30.64 | 31.61 | -30.67 | -7.52 | 15.08 | 8.34 | 20.68 | 19.57 |
| Sharpe Ratio | NA | 1.53 | 0.67 | 0.10 | 0.28 | NA | NA | … | … | 2.08 | 0.21 | 0.38 | 0.34 | -0.66 | 1.23 | -0.04 | 1.63 | -1.13 | 0.91 | 1.71 | -0.42 | 0.36 | 2.37 | 0.80 | -0.04 | 1.35 | 0.90 | -0.72 | -0.57 | 0.86 | 0.43 | 1.35 | 3.40 |
| Standard Deviation(%) | NA | 16.48 | 19.13 | 21.23 | 23.68 | NA | NA | … | … | 16.98 | 21.35 | 18.45 | 19.61 | 26.07 | 22.67 | 47.61 | 16.02 | 17.10 | 11.86 | 17.84 | 15.82 | 14.13 | 13.43 | 16.09 | 31.04 | 22.64 | 34.85 | 43.78 | 18.73 | 13.66 | 14.13 | 14.62 | 14.55 |
| Draw Down(%) | NA | 9.46 | 24.87 | 27.47 | 46.51 | NA | NA | … | … | 9.46 | 22.16 | 10.47 | 18.49 | 24.00 | 11.69 | 46.51 | 10.10 | 26.53 | 7.32 | 12.53 | 14.64 | 12.11 | 6.03 | 11.67 | 26.19 | 16.56 | 32.38 | 48.75 | 19.48 | 11.50 | 9.26 | 10.66 | 5.27 |
| Yield(%) | 0.00 | 13.89 | 12.27 | 5.99 | 6.15 | 6.83 | 5.95 | … | … | 0.00 | 13.46 | 12.84 | 9.09 | 0.42 | 0.13 | 0.47 | 5.10 | 6.55 | 1.26 | 0.44 | 6.09 | 5.28 | 2.71 | 0.71 | 4.72 | 0.47 | 0.00 | 0.00 | 9.00 | 8.98 | 8.64 | 13.74 | 7.82 |
Data as of 06/05/2026, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVLRX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS R) |
-18.55%
Feb 2006 – Feb 2009 |
-6.35%
Feb 2004 – Feb 2009 |
4.44%
Oct 2013 – Oct 2023 |
4.49%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVLRX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS R) |
33.54%
Feb 2009 – Feb 2012 |
26.73%
Feb 2009 – Feb 2014 |
15.99%
Feb 2009 – Feb 2019 |
12.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart