Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDIIX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND INSTITUTIONAL CLASS) | 8.25% | 21.17% | 14.11% | 6.09% | 6.64% | 7.12% | 6.35% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDIIX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND INSTITUTIONAL 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 | 21.17 | 14.11 | 6.09 | 6.64 | 7.12 | 6.35 | … | … | 8.25 | 13.33 | 10.69 | 12.44 | -13.32 | 12.24 | 2.73 | 18.09 | -7.20 | 9.40 | 9.41 | -2.40 | 8.23 | 20.00 | 13.93 | 2.34 | 14.24 | 36.72 | -32.35 | -3.64 | 19.84 | 3.01 | 10.69 | 24.45 | 0.41 | 2.04 | 4.88 | 3.62 | -2.00 | 19.46 | -0.08 |
| Sharpe Ratio | NA | 2.59 | 1.27 | 0.37 | 0.45 | NA | NA | … | … | 2.41 | 0.98 | 0.91 | 0.99 | -0.92 | 1.19 | 0.11 | 2.68 | -1.00 | 2.38 | 1.24 | -0.26 | 1.18 | 2.88 | 1.98 | 0.17 | 1.48 | 2.40 | -1.32 | -0.60 | 2.63 | 0.11 | 1.46 | 3.24 | -0.07 | -0.03 | 0.04 | 0.03 | -0.51 | 1.15 | NA |
| Standard Deviation(%) | NA | 8.12 | 9.25 | 11.17 | 11.62 | NA | NA | … | … | 9.72 | 10.72 | 7.79 | 8.90 | 16.13 | 10.23 | 23.28 | 6.19 | 8.57 | 3.70 | 7.39 | 9.24 | 6.98 | 6.93 | 7.06 | 13.27 | 9.55 | 15.26 | 25.16 | 11.43 | 6.27 | 6.57 | 6.65 | 7.32 | 10.73 | 12.45 | 14.83 | 9.56 | 10.73 | 13.63 | 0.00 |
| Draw Down(%) | NA | 6.47 | 11.62 | 18.09 | 29.46 | NA | NA | … | … | 6.47 | 10.64 | 4.38 | 8.19 | 15.59 | 6.68 | 29.46 | 2.96 | 13.15 | 1.60 | 6.10 | 9.71 | 5.99 | 4.89 | 5.57 | 14.92 | 8.31 | 15.41 | 41.37 | 11.58 | 3.70 | 5.61 | 7.25 | 6.39 | 16.92 | 13.68 | 7.25 | 12.24 | 18.48 | 12.42 | 0.08 |
| Yield(%) | 0.00 | 7.32 | 6.55 | 4.23 | 4.53 | 4.96 | 4.67 | … | … | 0.63 | 7.56 | 6.66 | 4.56 | 2.07 | 2.23 | 2.18 | 5.04 | 8.02 | 3.04 | 2.37 | 2.65 | 2.92 | 2.76 | 3.77 | 3.68 | 4.61 | 5.83 | 4.73 | 6.67 | 4.57 | 4.77 | 4.20 | 1.86 | 5.37 | 4.76 | 4.42 | 4.51 | 6.15 | 6.47 | 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 |
|---|---|---|---|---|
| DDIIX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND INSTITUTIONAL CLASS) |
-11.64%
Feb 2006 – Feb 2009 |
-4.45%
Feb 2004 – Feb 2009 |
1.26%
Feb 1999 – Feb 2009 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDIIX (DELAWARE WEALTH BUILDER FUND DELAWARE WEALTH BUILDER FUND INSTITUTIONAL CLASS) |
22.61%
Feb 2009 – Feb 2012 |
19.18%
Feb 2009 – Feb 2014 |
11.59%
Feb 2009 – Feb 2019 |
9.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart