Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDVCX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS C) | 6.22% | 17.75% | 9.63% | -1.57% | 3.52% | 6.58% | 5.23% | … | … |
Data as of 06/04/2026, Common starting date is 05/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDVCX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS C) | 05/15/2002 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 17.75 | 9.63 | -1.57 | 3.52 | 6.58 | 5.23 | … | … | 6.22 | 9.86 | 5.68 | 1.06 | -12.22 | -2.26 | -1.51 | 19.03 | -3.85 | 12.51 | 13.63 | -1.29 | 12.53 | 32.05 | 13.43 | 8.10 | 14.77 | 16.75 | -33.63 | -3.78 | 22.69 | 4.72 | 12.38 | 26.46 | -19.49 |
| Sharpe Ratio | NA | 1.20 | 0.49 | -0.22 | 0.10 | NA | NA | … | … | 0.84 | 0.44 | 0.20 | -0.21 | -0.64 | -0.09 | -0.05 | 1.52 | -0.34 | 1.75 | 1.04 | -0.09 | 1.17 | 3.03 | 1.22 | 0.39 | 0.93 | 0.76 | -0.90 | -0.43 | 2.11 | 0.25 | 1.09 | 1.57 | -1.07 |
| Standard Deviation(%) | NA | 11.89 | 12.85 | 18.21 | 18.56 | NA | NA | … | … | 13.33 | 15.79 | 10.21 | 12.72 | 21.45 | 26.31 | 35.01 | 11.53 | 15.27 | 6.80 | 12.90 | 15.15 | 10.71 | 10.57 | 11.03 | 20.94 | 15.78 | 21.82 | 38.36 | 16.11 | 9.18 | 9.86 | 10.47 | 16.35 | 28.24 |
| Draw Down(%) | NA | 8.62 | 18.71 | 35.03 | 37.59 | NA | NA | … | … | 8.62 | 14.38 | 8.37 | 12.65 | 18.22 | 21.31 | 37.59 | 7.71 | 17.34 | 4.44 | 9.50 | 13.52 | 8.51 | 4.69 | 7.63 | 17.80 | 13.12 | 23.85 | 46.01 | 14.31 | 6.14 | 6.21 | 7.65 | 14.63 | 30.40 |
| Yield(%) | 0.00 | 23.09 | 17.51 | 7.48 | 6.55 | 8.12 | 6.33 | … | … | 0.00 | 23.09 | 24.91 | 9.82 | 0.66 | 0.62 | 0.99 | 4.47 | 4.80 | 3.33 | 1.77 | 2.16 | 0.72 | 0.86 | 0.72 | 1.10 | 1.20 | 1.65 | 1.48 | 5.85 | 2.84 | 1.05 | 3.73 | 0.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVCX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS C) |
-14.49%
Feb 2006 – Feb 2009 |
-5.75%
Feb 2004 – Feb 2009 |
2.01%
Apr 2015 – Apr 2025 |
3.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVCX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS C) |
23.19%
Sep 2011 – Sep 2014 |
20.95%
Feb 2009 – Feb 2014 |
14.53%
Feb 2009 – Feb 2019 |
9.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart