Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEEVX (DELAWARE SMID CAP GROWTH FUND CLASS C) | NA | 0.68% | 22.21% | 27.66% | nan% | nan% | nan% | … | … |
Data as of 07/23/2024, Common starting date is 11/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEEVX (DELAWARE SMID CAP GROWTH FUND CLASS C) | 11/29/1995 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.68 | 22.21 | 27.66 | nan | nan | nan | … | … | 0.90 | 19.32 | 80.33 | -18.22 | 92.86 | 34.29 | -0.65 | 34.14 | -1,484.46 | 6.45 | 2.15 | 39.81 | 9.62 | 7.17 | 34.09 | 43.36 | -41.74 | 11.54 | 4.23 | 9.25 | 11.39 | 38.11 | -25.38 | -17.70 | -8.40 | 39.61 | -1.54 | -9.25 | -0.50 | -11.34 |
| Sharpe Ratio | NA | -0.22 | 0.13 | 0.22 | NA | NA | NA | … | … | -0.14 | 0.72 | 0.30 | -0.57 | 2.29 | 1.57 | -0.07 | 2.34 | NA | 0.42 | 0.16 | 3.05 | 0.66 | 0.26 | 1.69 | 1.63 | -1.04 | 0.46 | 0.06 | 0.58 | 0.70 | 2.04 | -1.00 | -0.61 | -0.26 | 1.27 | -0.15 | -0.43 | -0.20 | -1.80 |
| Standard Deviation(%) | NA | 17.09 | 152.41 | 119.81 | NA | NA | NA | … | … | 15.05 | 21.17 | 262.19 | 31.75 | 40.29 | 20.89 | 26.93 | 14.38 | NA | 15.18 | 13.45 | 13.05 | 14.62 | 27.67 | 20.10 | 26.56 | 40.79 | 18.71 | 15.28 | 12.24 | 14.86 | 18.32 | 26.47 | 33.35 | 48.88 | 28.68 | 31.80 | 29.26 | 19.67 | 44.54 |
| Draw Down(%) | NA | 2.54 | 11.67 | 9.78 | 22,704.35 | NA | NA | … | … | 3.06 | 1.64 | 8.45 | 8.90 | 9.78 | 3.28 | 3.88 | 0.00 | 1,414.94 | 11.72 | 10.94 | 4.98 | 13.74 | 23.08 | 11.30 | 16.87 | 51.58 | 12.55 | 15.99 | 8.46 | 15.30 | 13.37 | 35.36 | 41.71 | 37.80 | 17.39 | 35.70 | 29.39 | 18.93 | 16.35 |
| Yield(%) | 0.00 | 0.00 | 30.53 | 32.84 | 20.78 | 29.55 | 17.67 | … | … | 0.00 | 0.00 | 100.80 | 67.27 | 36.08 | 13.16 | 27.65 | 3.47 | 101.53 | 14.89 | 17.38 | 5.86 | 8.85 | 5.35 | 7.41 | 0.00 | 8.73 | 13.77 | 7.67 | 5.23 | 0.00 | 0.00 | 0.00 | 0.00 | 27.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2024, Common starting date is 11/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEEVX (DELAWARE SMID CAP GROWTH FUND CLASS C) |
-24.51%
Feb 2000 – Feb 2003 |
-10.58%
Sep 1997 – Sep 2002 |
-3.17%
Feb 2000 – Feb 2010 |
1.64%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEEVX (DELAWARE SMID CAP GROWTH FUND CLASS C) |
52.90%
Mar 2020 – Mar 2023 |
35.58%
Sep 2017 – Sep 2022 |
11.16%
Mar 2003 – Mar 2013 |
9.28%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart