Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDDRX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS R) | 8.13% | 20.68% | 13.58% | 5.56% | 6.11% | 6.59% | 5.81% | … | … |
Data as of 06/05/2026, Common starting date is 10/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDDRX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS R) | 10/01/2003 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 20.68 | 13.58 | 5.56 | 6.11 | 6.59 | 5.81 | … | … | 8.13 | 12.75 | 10.10 | 11.89 | -13.85 | 11.68 | 2.29 | 17.43 | -7.59 | 8.87 | 8.86 | -2.81 | 7.61 | 19.40 | 13.37 | 1.83 | 13.22 | 36.09 | -32.66 | -4.17 | 19.36 | 2.35 | 10.04 | 6.98 |
| Sharpe Ratio | NA | 2.50 | 1.21 | 0.32 | 0.40 | NA | NA | … | … | 2.35 | 0.92 | 0.83 | 0.94 | -0.95 | 1.14 | 0.09 | 2.56 | -1.06 | 2.21 | 1.16 | -0.31 | 1.08 | 2.77 | 1.91 | 0.14 | 1.38 | 2.36 | -1.33 | -0.65 | 2.55 | 0.01 | 1.35 | 6.81 |
| Standard Deviation(%) | NA | 8.15 | 9.26 | 11.18 | 11.63 | NA | NA | … | … | 9.80 | 10.74 | 7.81 | 8.85 | 16.14 | 10.20 | 23.31 | 6.23 | 8.54 | 3.73 | 7.44 | 9.21 | 7.02 | 6.98 | 7.04 | 13.33 | 9.48 | 15.25 | 25.12 | 11.37 | 6.28 | 6.62 | 6.71 | 4.46 |
| Draw Down(%) | NA | 6.53 | 11.78 | 18.39 | 29.57 | NA | NA | … | … | 6.53 | 10.73 | 4.38 | 8.30 | 15.88 | 6.66 | 29.57 | 3.05 | 13.42 | 1.67 | 6.18 | 9.90 | 6.10 | 4.89 | 5.61 | 15.09 | 8.79 | 15.54 | 41.66 | 11.81 | 3.79 | 5.82 | 7.39 | 1.09 |
| Yield(%) | 0.00 | 6.83 | 5.99 | 3.73 | 3.99 | 4.30 | 4.08 | … | … | 0.46 | 7.04 | 6.10 | 4.06 | 1.54 | 1.62 | 1.72 | 4.43 | 7.52 | 2.53 | 1.84 | 2.16 | 2.40 | 2.22 | 3.25 | 3.18 | 3.67 | 5.28 | 4.29 | 6.17 | 4.03 | 4.23 | 3.58 | 1.54 |
Data as of 06/05/2026, Common starting date is 10/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDRX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS R) |
-12.10%
Feb 2006 – Feb 2009 |
-4.97%
Feb 2004 – Feb 2009 |
3.10%
Oct 2013 – Oct 2023 |
3.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDDRX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND CLASS R) |
21.88%
Feb 2009 – Feb 2012 |
18.52%
Feb 2009 – Feb 2014 |
11.01%
Feb 2009 – Feb 2019 |
8.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart