Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCCIX (DELAWARE SMALL CAP CORE FUND DELAWARE SMALL CAP CORE FUND INSTITUTIONAL CLASS) | 13.46% | 26.49% | 13.67% | 3.59% | 9.08% | 9.89% | 8.11% | … | … |
Data as of 06/04/2026, Common starting date is 12/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCCIX (DELAWARE SMALL CAP CORE FUND DELAWARE SMALL CAP CORE FUND INSTITUTIONAL CLASS) | 12/21/1999 | 06/04/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 26.49 | 13.67 | 3.59 | 9.08 | 9.89 | 8.11 | … | … | 13.46 | 4.59 | 10.27 | 13.98 | -18.63 | 15.78 | 14.59 | 26.04 | -11.82 | 14.21 | 21.39 | -3.35 | 8.85 | 43.24 | 15.62 | 0.58 | 28.72 | 27.35 | -35.07 | -4.52 | 17.06 | 5.44 | -13.02 | 32.53 | -11.71 | 9.28 | 14.04 | -0.96 |
| Sharpe Ratio | NA | 1.41 | 0.53 | 0.04 | 0.34 | NA | NA | … | … | 1.68 | 0.08 | 0.35 | 0.55 | -0.76 | 0.76 | 0.35 | 1.58 | -0.75 | 1.14 | 1.19 | -0.21 | 0.55 | 3.14 | 0.97 | 0.02 | 1.19 | 0.84 | -0.80 | -0.38 | 0.82 | 0.20 | -0.39 | 1.84 | -0.62 | 0.41 | 0.63 | -0.72 |
| Standard Deviation(%) | NA | 16.69 | 19.71 | 21.21 | 22.37 | NA | NA | … | … | 17.68 | 21.81 | 19.03 | 18.82 | 26.63 | 20.79 | 41.23 | 15.58 | 17.59 | 11.91 | 17.81 | 16.08 | 15.98 | 13.77 | 16.18 | 32.33 | 23.98 | 32.55 | 44.84 | 20.25 | 16.75 | 15.66 | 36.16 | 17.33 | 20.81 | 16.99 | 15.46 | 46.83 |
| Draw Down(%) | NA | 10.35 | 26.47 | 32.53 | 39.44 | NA | NA | … | … | 10.35 | 24.20 | 8.74 | 17.42 | 24.36 | 15.09 | 38.93 | 9.01 | 27.97 | 5.50 | 13.79 | 13.45 | 10.17 | 5.22 | 10.71 | 28.64 | 19.27 | 29.10 | 49.44 | 16.75 | 14.38 | 9.76 | 28.92 | 10.96 | 27.61 | 14.34 | 10.81 | 6.35 |
| Yield(%) | 0.00 | 4.70 | 3.50 | 1.81 | 3.89 | 5.15 | 4.52 | … | … | 0.00 | 4.43 | 1.29 | 3.97 | 0.40 | 0.24 | 0.23 | 2.51 | 8.47 | 8.50 | 1.37 | 2.93 | 5.57 | 3.46 | 0.36 | 0.00 | 0.72 | 0.07 | 0.28 | 3.92 | 3.73 | 2.46 | 0.20 | 0.46 | 0.70 | 1.11 | 1.78 | 1.49 |
Data as of 06/04/2026, Common starting date is 12/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCCIX (DELAWARE SMALL CAP CORE FUND DELAWARE SMALL CAP CORE FUND INSTITUTIONAL CLASS) |
-18.25%
Feb 2006 – Feb 2009 |
-12.42%
Feb 2004 – Feb 2009 |
1.38%
Aug 2000 – Aug 2010 |
5.32%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCCIX (DELAWARE SMALL CAP CORE FUND DELAWARE SMALL CAP CORE FUND INSTITUTIONAL CLASS) |
30.45%
Feb 2009 – Feb 2012 |
27.81%
Feb 2009 – Feb 2014 |
17.49%
Feb 2009 – Feb 2019 |
13.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart