Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DABCX (DELAWARE GLOBAL VALUE FUND CLASS C) | NA | -9.61% | -4.71% | 3.02% | 3.04% | 2.19% | NA | … | … |
Data as of 01/07/2021, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DABCX (DELAWARE GLOBAL VALUE FUND CLASS C) | 10/04/2001 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.61 | -4.71 | 3.02 | 3.04 | 2.19 | NA | … | … | 0.00 | -10.18 | 19.38 | -17.44 | 15.89 | 7.29 | -5.41 | 0.45 | 23.98 | 12.60 | -7.37 | 9.80 | 33.26 | -43.02 | 0.17 | 27.67 | 12.40 | 25.25 | 45.69 | -15.09 | 3.40 |
| Sharpe Ratio | NA | -0.48 | -0.36 | 0.16 | 0.17 | NA | NA | … | … | 0.00 | -0.50 | 1.76 | -1.25 | 2.03 | 0.45 | -0.36 | 0.04 | 2.04 | 0.91 | -0.30 | 0.48 | 1.17 | -1.05 | -0.17 | 2.17 | 1.28 | 2.30 | 5.17 | -1.39 | 1.08 |
| Standard Deviation(%) | NA | 20.56 | 15.85 | 14.49 | 15.34 | NA | NA | … | … | NA | 20.57 | 10.22 | 15.02 | 7.56 | 15.72 | 15.25 | 11.42 | 11.72 | 13.91 | 24.57 | 20.28 | 28.23 | 41.66 | 16.71 | 11.30 | 7.98 | 10.58 | 8.70 | 11.68 | 12.79 |
| Draw Down(%) | NA | 25.41 | 30.40 | 30.40 | 30.40 | NA | NA | … | … | 0.00 | 25.41 | 5.37 | 26.59 | 3.18 | 12.01 | 17.21 | 11.38 | 6.95 | 13.56 | 25.91 | 16.84 | 25.73 | 54.66 | 12.28 | 11.40 | 7.46 | 10.27 | 8.96 | 27.99 | 5.69 |
| Yield(%) | 0.00 | 0.00 | 7.80 | 6.55 | 3.85 | 3.81 | 5.90 | … | … | 0.00 | 0.00 | 26.57 | 2.83 | 0.60 | 1.13 | 0.00 | 0.00 | 0.00 | 0.45 | 0.29 | 0.00 | 1.00 | 0.91 | 5.19 | 19.93 | 14.18 | 5.37 | 0.75 | 0.00 | 0.00 |
Data as of 01/07/2021, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DABCX (DELAWARE GLOBAL VALUE FUND CLASS C) |
-18.29%
Feb 2006 – Feb 2009 |
-6.93%
May 2007 – May 2012 |
0.74%
May 2007 – May 2017 |
2.47%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DABCX (DELAWARE GLOBAL VALUE FUND CLASS C) |
33.48%
Mar 2003 – Mar 2006 |
23.14%
Oct 2002 – Oct 2007 |
9.75%
Mar 2003 – Mar 2013 |
8.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart