Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDVRX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS R) | 6.26% | 18.18% | 10.10% | -1.12% | 4.02% | 7.09% | 5.76% | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDVRX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS R) | 09/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 18.18 | 10.10 | -1.12 | 4.02 | 7.09 | 5.76 | … | … | 6.26 | 10.39 | 6.23 | 1.56 | -11.79 | -1.78 | -0.99 | 19.63 | -3.39 | 13.09 | 14.17 | -0.80 | 13.13 | 32.69 | 13.84 | 8.71 | 15.39 | 17.24 | -33.30 | -3.20 | 23.47 | -1.15 |
| Sharpe Ratio | NA | 1.22 | 0.52 | -0.20 | 0.13 | NA | NA | … | … | 0.84 | 0.48 | 0.25 | -0.17 | -0.62 | -0.07 | -0.04 | 1.57 | -0.31 | 1.84 | 1.08 | -0.05 | 1.22 | 3.06 | 1.26 | 0.41 | 0.97 | 0.78 | -0.89 | -0.40 | 2.20 | -0.63 |
| Standard Deviation(%) | NA | 11.98 | 12.89 | 18.23 | 18.57 | NA | NA | … | … | 13.48 | 15.84 | 10.23 | 12.72 | 21.41 | 26.34 | 35.02 | 11.55 | 15.25 | 6.78 | 12.95 | 15.31 | 10.73 | 10.68 | 11.06 | 21.00 | 15.72 | 22.00 | 38.29 | 16.07 | 9.14 | 10.01 |
| Draw Down(%) | NA | 8.74 | 18.54 | 34.42 | 37.52 | NA | NA | … | … | 8.74 | 14.36 | 8.28 | 12.27 | 17.93 | 21.30 | 37.52 | 7.70 | 17.22 | 4.32 | 9.49 | 13.39 | 8.49 | 4.69 | 7.69 | 17.67 | 13.09 | 23.85 | 45.77 | 14.05 | 5.99 | 5.52 |
| Yield(%) | 0.00 | 23.63 | 18.02 | 7.87 | 7.08 | 8.95 | 7.05 | … | … | 0.00 | 23.78 | 25.60 | 10.40 | 1.16 | 1.23 | 1.48 | 5.00 | 5.32 | 3.83 | 2.30 | 2.65 | 1.25 | 1.45 | 1.24 | 1.61 | 1.70 | 2.14 | 1.91 | 6.34 | 3.21 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVRX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS R) |
-14.00%
Feb 2006 – Feb 2009 |
-3.29%
Sep 2018 – Sep 2023 |
2.52%
Apr 2015 – Apr 2025 |
4.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDVRX (DELAWARE VALUE FUND DELAWARE VALUE FUND CLASS R) |
23.79%
Sep 2011 – Sep 2014 |
21.56%
Feb 2009 – Feb 2014 |
15.10%
Feb 2009 – Feb 2019 |
9.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart