Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDZRX (Delaware Value Fund Cl R6) | 6.69% | 19.06% | 10.82% | 5.57% | 7.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDZRX (Delaware Value Fund Cl R6) | 05/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 19.06 | 10.82 | 5.57 | 7.82 | NA | NA | … | … | 6.69 | 11.00 | 6.89 | 2.14 | -3.50 | 22.24 | 0.22 | 20.36 | -2.82 | 13.81 | 9.59 |
| Sharpe Ratio | NA | 1.29 | 0.58 | 0.21 | 0.37 | NA | NA | … | … | 0.93 | 0.52 | 0.32 | -0.12 | -0.26 | 1.65 | 0.00 | 1.64 | -0.28 | 1.94 | 1.35 |
| Standard Deviation(%) | NA | 11.96 | 12.85 | 14.55 | 16.89 | NA | NA | … | … | 13.38 | 15.83 | 10.19 | 12.70 | 19.25 | 13.44 | 35.11 | 11.54 | 15.25 | 6.80 | 10.84 |
| Draw Down(%) | NA | 8.51 | 18.37 | 18.37 | 37.48 | NA | NA | … | … | 8.51 | 14.29 | 8.29 | 11.92 | 17.59 | 6.06 | 37.48 | 7.61 | 17.11 | 4.24 | 5.46 |
| Yield(%) | 0.00 | 24.24 | 18.56 | 13.48 | 11.11 | 7.78 | 5.84 | … | … | 0.34 | 24.26 | 26.24 | 10.91 | 9.25 | 24.92 | 2.60 | 5.68 | 5.94 | 4.45 | 1.86 |
Data as of 06/04/2026, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDZRX (Delaware Value Fund Cl R6) |
-1.81%
Mar 2017 – Mar 2020 |
3.36%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDZRX (Delaware Value Fund Cl R6) |
15.69%
Mar 2020 – Mar 2023 |
11.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart