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DPLGX: Delaware Pooled Large-Cap Growth Equity (MUTUAL FUND)
Basic Info 31.2 0.01(0.03%) July 29
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 11/16/2005 |
| Last Dividend Date: | 04/13/2021 |
| 12-Mo. Yield | 5.27% |
| Expenses | 0.64% |
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Performance Analytics (As of 07/23/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 312.4 | 394.3 | 89.3 | 55.3 | 32.4 | 22.5 | 20.8 | 44.1 | 27.0 | -2.8 | 28.4 | -5.0 | 5.2 | 12.8 | 34.8 | 16.5 | 8.0 | 14.1 | 43.1 | -43.2 | 13.0 | 2.3 | -0.1 |
| SR | NA | 9.03 | 4.05 | 1.41 | 1.13 | 0.87 | NA | 0.62 | 1.23 | 1.79 | -0.2 | 3.04 | -0.33 | 0.3 | 0.92 | 2.94 | 1.19 | 0.33 | 0.78 | 1.7 | -1.03 | 0.63 | -0.07 | -0.37 |
| DD(%) | NA | 12.3 | 12.3 | 31.0 | 31.0 | 31.0 | NA | 54.6 | 31.0 | 7.5 | 20.1 | 3.0 | 13.4 | 14.6 | 7.8 | 6.9 | 11.4 | 15.8 | 14.6 | 17.8 | 53.1 | 7.4 | 14.9 | 2.7 |
| SD(%) | NA | 132.7 | 100.0 | 62.0 | 48.7 | 36.5 | NA | 32.7 | 35.5 | 14.3 | 20.6 | 9.2 | 15.6 | 17.0 | 13.8 | 11.8 | 13.9 | 23.9 | 17.9 | 25.3 | 42.8 | 15.9 | 13.4 | 9.8 |
| TR | NA | 10.68 | 4.14 | 0.92 | 0.57 | 0.33 | NA | 0.21 | 0.45 | 0.37 | -0.04 | 0.27 | -0.05 | 0.05 | 0.13 | 0.36 | 0.18 | 0.09 | 0.15 | 0.46 | -0.42 | 0.11 | -0.01 | -0.05 |
| Alpha(%) | NA | 1.35 | 0.75 | 0.23 | 0.13 | 0.07 | NA | 0.04 | -0.03 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | -0.06 |
| Beta(%) | NA | 1.12 | 0.98 | 0.95 | 0.96 | 0.96 | NA | 0.97 | 0.97 | 0.69 | 0.98 | 1.03 | 1.04 | 1.03 | 0.99 | 0.96 | 0.92 | 0.89 | 0.91 | 0.94 | 1.06 | 0.91 | 0.94 | 0.8 |
| RS | NA | 0.02 | 0.02 | 0.08 | 0.09 | 0.14 | NA | 0.22 | 0.96 | 0.73 | 0.98 | 0.94 | 0.96 | 0.96 | 0.96 | 0.96 | 0.94 | 0.98 | 0.95 | 0.83 | 0.86 | 0.9 | 0.82 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
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Best ETFs
- IWY (iShares Russell Top 200 Growth) 0.11% (98%)
- SCHG (Schwab US Large-Cap Growth ETF) 0.01% (94%)
- MGK (Vanguard Mega Cap Growth ETF) 0.06% (93%)
- VONG (Vanguard Russell 1000 Growth ETF) 0.18% (93%)
- ONEQ (Fidelity Nasdaq Composite Tr Stk ETF) 0.19% (91%)
- VUG (Vanguard Growth ETF) 0.09% (88%)
- QQQE (Direxion NASDAQ-100® Equal Wtd ETF) 0.63% (88%)
- IWF (iShares Russell 1000 Growth) 0.17% (84%)
- VOOG (Vanguard S&P 500 Growth ETF) 0.20% (79%)
- SPYG (SPDR® S&P 500 Growth ETF) 0.20% (73%)
Best Closed End Funds
- EOS (Eaton Vance Enhanced Equity Income II) 0.04% (65%)
- FXBY (Foxby Corp Common) 0.0% (45%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 0.52% (38%)
- MSP (Madison Strategic Sector Prem Common) 0.15% (38%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 0.62% (31%)
- JCE (Nuveen Core Equity Alpha) 0.06% (19%)
- EOI (Eaton Vance Enhanced Equity Income) 0.27% (18%)
- GAM (General American Investors) 1.18% (17%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 1.04% (15%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.28% (10%)
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