Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCZRX (Delaware Small Cap Core Fund Cl R6) | 11.58% | 24.58% | 13.15% | 5.17% | 10.07% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCZRX (Delaware Small Cap Core Fund Cl R6) | 05/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 24.58 | 13.15 | 5.17 | 10.07 | NA | NA | … | … | 11.58 | 4.72 | 10.41 | 14.07 | -15.83 | 23.39 | 14.73 | 26.16 | -11.66 | 14.35 | 24.32 |
| Sharpe Ratio | NA | 1.42 | 0.54 | 0.14 | 0.39 | NA | NA | … | … | 1.69 | 0.08 | 0.36 | 0.56 | -0.66 | 1.17 | 0.35 | 1.59 | -0.74 | 1.16 | 2.17 |
| Standard Deviation(%) | NA | 16.70 | 19.71 | 20.97 | 22.35 | NA | NA | … | … | 17.67 | 21.82 | 19.03 | 18.82 | 26.32 | 20.00 | 41.23 | 15.57 | 17.59 | 11.89 | 17.93 |
| Draw Down(%) | NA | 10.34 | 26.43 | 26.69 | 39.30 | NA | NA | … | … | 10.34 | 24.17 | 8.76 | 17.33 | 24.34 | 9.98 | 38.94 | 9.00 | 27.93 | 5.46 | 8.33 |
| Yield(%) | 0.00 | 4.85 | 3.64 | 3.63 | 5.45 | 3.87 | 2.90 | … | … | 0.00 | 4.56 | 1.41 | 4.12 | 3.16 | 7.60 | 0.34 | 2.65 | 8.58 | 8.64 | 1.49 |
Data as of 06/05/2026, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCZRX (Delaware Small Cap Core Fund Cl R6) |
-3.13%
Mar 2017 – Mar 2020 |
3.49%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCZRX (Delaware Small Cap Core Fund Cl R6) |
21.33%
Dec 2018 – Dec 2021 |
15.52%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart