Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDFAX (DELAWARE FLOATING RATE FUND CLASS A) | 1.25% | 5.23% | 8.02% | 5.73% | 4.90% | 3.67% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDFAX (DELAWARE FLOATING RATE FUND CLASS A) | 03/04/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.23 | 8.02 | 5.73 | 4.90 | 3.67 | NA | … | … | 1.25 | 5.72 | 8.65 | 12.14 | -0.86 | 5.23 | 2.90 | 9.45 | 0.57 | 2.46 | 3.33 | -0.83 | 0.48 | 1.75 | 5.40 | 0.18 | 2.44 |
| Sharpe Ratio | NA | 1.53 | 1.98 | 1.21 | 0.92 | NA | NA | … | … | 0.43 | 1.15 | 1.89 | 2.86 | -0.71 | 3.93 | 0.30 | 3.67 | -0.47 | 1.37 | 2.96 | -0.79 | 0.40 | 1.56 | 4.24 | 0.09 | 1.80 |
| Standard Deviation(%) | NA | 2.18 | 2.61 | 2.67 | 3.54 | NA | NA | … | … | 2.09 | 2.48 | 2.67 | 2.99 | 3.25 | 1.32 | 8.85 | 2.18 | 1.76 | 1.32 | 1.05 | 1.08 | 1.16 | 1.10 | 1.27 | 1.57 | 1.57 |
| Draw Down(%) | NA | 1.03 | 2.08 | 5.26 | 18.09 | NA | NA | … | … | 1.03 | 2.08 | 0.75 | 1.51 | 5.26 | 0.48 | 18.09 | 0.85 | 3.22 | 1.10 | 1.19 | 2.28 | 1.72 | 1.19 | 0.70 | 3.12 | 2.01 |
| Yield(%) | 0.00 | 5.95 | 7.62 | 6.32 | 5.25 | 4.05 | 3.21 | … | … | 1.97 | 6.85 | 8.37 | 8.63 | 4.53 | 3.79 | 4.54 | 5.65 | 4.83 | 3.32 | 1.72 | 2.03 | 2.23 | 2.08 | 2.62 | 2.05 | 1.59 |
Data as of 06/03/2026, Common starting date is 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDFAX (DELAWARE FLOATING RATE FUND CLASS A) |
-0.29%
Mar 2017 – Mar 2020 |
0.34%
Mar 2015 – Mar 2020 |
1.48%
Apr 2010 – Apr 2020 |
3.42%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDFAX (DELAWARE FLOATING RATE FUND CLASS A) |
9.31%
Sep 2022 – Sep 2025 |
8.18%
Mar 2020 – Mar 2025 |
4.94%
Jan 2016 – Jan 2026 |
3.71%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart