Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VAGGX (DELAWARE SELECT GROWTH FUND INSTITUTIONAL CLASS) | NA | 19.58% | -10.43% | 2.90% | 6.29% | 10.91% | 8.74% | … | … |
Data as of 07/23/2024, Common starting date is 08/04/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAGGX (DELAWARE SELECT GROWTH FUND INSTITUTIONAL CLASS) | 08/04/1998 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.58 | -10.43 | 2.90 | 6.29 | 10.91 | 8.74 | … | … | 11.63 | 37.18 | -50.26 | 3.25 | 46.09 | 27.78 | -2.40 | 22.52 | 0.56 | 0.22 | 7.05 | 31.84 | 15.60 | 7.70 | 26.58 | 57.35 | -44.16 | 9.89 | 1.55 | 17.53 | 8.22 | 38.31 | -32.69 | -24.49 | -22.11 | 78.64 | 23.85 |
| Sharpe Ratio | NA | 1.23 | -0.43 | 0.04 | 0.20 | NA | NA | … | … | 1.47 | 1.89 | -1.12 | 0.13 | 1.26 | 1.70 | -0.18 | 2.29 | 0.01 | 0.01 | 0.51 | 2.56 | 1.15 | 0.32 | 1.42 | 2.07 | -1.00 | 0.41 | -0.12 | 1.18 | 0.46 | 1.92 | -1.17 | -0.80 | -0.58 | 3.32 | 1.77 |
| Standard Deviation(%) | NA | 12.71 | 30.42 | 30.30 | 25.19 | NA | NA | … | … | 12.36 | 17.60 | 46.12 | 25.20 | 36.32 | 15.48 | 20.68 | 9.61 | 26.96 | 16.90 | 13.75 | 12.42 | 13.66 | 24.22 | 18.67 | 27.67 | 45.07 | 16.92 | 14.62 | 13.01 | 15.72 | 19.54 | 28.99 | 33.82 | 45.33 | 22.74 | 36.67 |
| Draw Down(%) | NA | 9.62 | 57.80 | 57.80 | 57.80 | NA | NA | … | … | 6.78 | 10.05 | 52.00 | 18.05 | 32.50 | 11.12 | 20.98 | 3.31 | 16.18 | 15.82 | 10.15 | 7.33 | 12.10 | 18.07 | 11.86 | 20.28 | 56.20 | 9.65 | 17.30 | 10.07 | 18.25 | 13.43 | 42.22 | 45.59 | 43.68 | 12.23 | 30.07 |
| Yield(%) | 0.00 | 0.00 | 1.48 | 7.32 | 8.63 | 14.83 | 12.57 | … | … | 0.00 | 0.00 | 0.00 | 4.95 | 26.25 | 8.26 | 23.14 | 6.25 | 12.90 | 19.07 | 11.34 | 4.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.14 | 0.00 |
Data as of 07/23/2024, Common starting date is 08/04/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAGGX (DELAWARE SELECT GROWTH FUND INSTITUTIONAL CLASS) |
-30.53%
Feb 2000 – Feb 2003 |
-13.39%
Mar 2000 – Mar 2005 |
-5.15%
Feb 2000 – Feb 2010 |
1.83%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAGGX (DELAWARE SELECT GROWTH FUND INSTITUTIONAL CLASS) |
40.46%
Feb 2009 – Feb 2012 |
30.08%
Feb 2009 – Feb 2014 |
18.59%
Feb 2009 – Feb 2019 |
13.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart