Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDVIX (DELAWARE VALUE FUND DELAWARE VALUE FUND INSTITUTIONAL CLASS) | 5.83% | 18.30% | 10.46% | -0.65% | 4.48% | 7.60% | 6.25% | … | … |
Data as of 06/05/2026, Common starting date is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDVIX (DELAWARE VALUE FUND DELAWARE VALUE FUND INSTITUTIONAL CLASS) | 12/28/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.30 | 10.46 | -0.65 | 4.48 | 7.60 | 6.25 | … | … | 5.83 | 11.01 | 6.76 | 2.10 | -11.34 | -1.32 | -0.42 | 20.26 | -2.99 | 13.64 | 14.78 | -0.35 | 13.69 | 33.44 | 14.48 | 9.14 | 16.03 | 17.77 | -32.88 | -2.77 | 23.88 | 5.74 | 13.48 | 27.62 | -17.90 | -6.06 | 2.40 | 3.09 | 0.48 |
| Sharpe Ratio | NA | 1.30 | 0.57 | -0.17 | 0.16 | NA | NA | … | … | 0.93 | 0.52 | 0.31 | -0.12 | -0.60 | -0.05 | -0.02 | 1.63 | -0.29 | 1.92 | 1.13 | -0.03 | 1.28 | 3.15 | 1.32 | 0.43 | 1.02 | 0.81 | -0.88 | -0.37 | 2.23 | 0.35 | 1.19 | 1.65 | -0.78 | -0.50 | -0.10 | -0.02 | 6.30 |
| Standard Deviation(%) | NA | 11.92 | 12.86 | 18.22 | 18.58 | NA | NA | … | … | 13.35 | 15.82 | 10.20 | 12.75 | 21.41 | 26.35 | 35.09 | 11.56 | 15.26 | 6.79 | 12.94 | 15.12 | 10.72 | 10.60 | 11.04 | 21.00 | 15.69 | 21.88 | 38.37 | 16.11 | 9.22 | 9.95 | 10.50 | 16.30 | 24.57 | 17.26 | 18.76 | 17.57 | 7.40 |
| Draw Down(%) | NA | 8.45 | 18.35 | 33.83 | 37.46 | NA | NA | … | … | 8.45 | 14.24 | 8.25 | 11.99 | 17.65 | 21.30 | 37.46 | 7.61 | 17.20 | 4.27 | 9.49 | 13.22 | 8.42 | 4.64 | 7.60 | 17.64 | 12.99 | 23.66 | 45.48 | 13.95 | 6.12 | 6.01 | 7.54 | 14.61 | 32.38 | 21.29 | 11.96 | 13.50 | 0.20 |
| Yield(%) | 0.00 | 24.31 | 18.51 | 8.27 | 7.59 | 9.79 | 7.72 | … | … | 0.32 | 24.26 | 26.14 | 10.85 | 1.64 | 1.81 | 1.91 | 5.57 | 5.85 | 4.34 | 2.84 | 3.15 | 1.80 | 2.03 | 1.78 | 2.13 | 2.20 | 2.66 | 2.33 | 6.86 | 3.93 | 2.08 | 4.82 | 1.44 | 0.00 | 0.00 | 0.00 | 0.72 | 0.38 |
Data as of 06/05/2026, Common starting date is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVIX (DELAWARE VALUE FUND DELAWARE VALUE FUND INSTITUTIONAL CLASS) |
-13.61%
Feb 2006 – Feb 2009 |
-4.80%
Feb 2004 – Feb 2009 |
-1.59%
Feb 1999 – Feb 2009 |
4.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVIX (DELAWARE VALUE FUND DELAWARE VALUE FUND INSTITUTIONAL CLASS) |
24.40%
Sep 2011 – Sep 2014 |
22.15%
Feb 2009 – Feb 2014 |
15.66%
Feb 2009 – Feb 2019 |
10.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart