Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDIAX (Delaware Dividend Incme Fund Class) | 8.17% | 20.89% | 13.84% | 5.83% | 6.27% | 6.78% | 6.02% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDIAX (Delaware Dividend Incme Fund Class) | 12/30/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 20.89 | 13.84 | 5.83 | 6.27 | 6.78 | 6.02 | … | … | 8.17 | 13.05 | 10.41 | 12.18 | -13.61 | 11.94 | 2.53 | 17.75 | -7.41 | 8.05 | 9.14 | -2.57 | 7.88 | 19.70 | 13.64 | 2.08 | 13.50 | 36.39 | -32.51 | -3.89 | 19.65 | 2.66 | 10.42 | 24.37 | 0.41 | 2.04 | 4.77 | 3.61 | -2.00 | 19.84 | -0.08 |
| Sharpe Ratio | NA | 2.55 | 1.24 | 0.34 | 0.42 | NA | NA | … | … | 2.37 | 0.96 | 0.88 | 0.97 | -0.94 | 1.17 | 0.10 | 2.64 | -1.03 | 2.00 | 1.20 | -0.28 | 1.12 | 2.83 | 1.94 | 0.15 | 1.40 | 2.38 | -1.33 | -0.62 | 2.58 | 0.06 | 1.41 | 3.22 | -0.07 | -0.03 | 0.04 | 0.03 | -0.51 | 1.18 | NA |
| Standard Deviation(%) | NA | 8.12 | 9.23 | 11.15 | 11.62 | NA | NA | … | … | 9.78 | 10.68 | 7.74 | 8.88 | 16.12 | 10.20 | 23.31 | 6.16 | 8.59 | 3.71 | 7.45 | 9.22 | 7.01 | 6.95 | 7.08 | 13.34 | 9.56 | 15.27 | 25.06 | 11.43 | 6.31 | 6.64 | 6.67 | 7.33 | 10.73 | 12.45 | 14.82 | 9.53 | 10.78 | 13.62 | 0.00 |
| Draw Down(%) | NA | 6.50 | 11.69 | 18.23 | 29.49 | NA | NA | … | … | 6.50 | 10.67 | 4.32 | 8.31 | 15.75 | 6.64 | 29.49 | 3.01 | 13.34 | 1.60 | 6.10 | 9.81 | 6.01 | 4.85 | 5.59 | 15.01 | 8.74 | 15.54 | 41.48 | 11.77 | 3.78 | 5.75 | 7.40 | 6.39 | 16.92 | 13.68 | 7.25 | 12.23 | 18.56 | 12.41 | 0.08 |
| Yield(%) | 0.00 | 7.07 | 6.28 | 3.99 | 4.26 | 4.64 | 4.37 | … | … | 0.56 | 7.31 | 6.40 | 4.32 | 1.81 | 1.95 | 1.93 | 4.73 | 7.79 | 2.79 | 2.11 | 2.40 | 2.66 | 2.48 | 3.50 | 3.43 | 3.93 | 5.56 | 4.52 | 6.42 | 4.29 | 4.53 | 3.94 | 1.78 | 5.37 | 4.76 | 4.42 | 4.51 | 6.14 | 6.48 | 0.48 |
Data as of 06/05/2026, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDIAX (Delaware Dividend Incme Fund Class) |
-11.90%
Feb 2006 – Feb 2009 |
-4.70%
Feb 2004 – Feb 2009 |
1.10%
Feb 1999 – Feb 2009 |
3.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDIAX (Delaware Dividend Incme Fund Class) |
22.19%
Feb 2009 – Feb 2012 |
18.81%
Feb 2009 – Feb 2014 |
11.17%
Feb 2009 – Feb 2019 |
8.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart