Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEGIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS A) | NA | 1.52% | -1.67% | -4.79% | -1.99% | 1.84% | 2.07% | … | … |
Data as of 07/23/2024, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEGIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS A) | 06/21/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.52 | -1.67 | -4.79 | -1.99 | 1.84 | 2.07 | … | … | 2.76 | 14.77 | -17.27 | 6.47 | -28.37 | 19.00 | -17.95 | 22.39 | 4.74 | 0.51 | -8.81 | 22.34 | 14.75 | -14.21 | 9.75 | 36.02 | -42.56 | 4.74 | 22.20 | 11.84 | 20.25 | 39.97 | -10.29 | -12.71 | -1.20 | 13.78 | 9.03 | 4.25 | 10.66 |
| Sharpe Ratio | NA | -0.27 | -0.26 | -0.26 | -0.16 | NA | NA | … | … | 0.12 | 0.90 | -0.86 | 0.58 | -0.61 | 1.67 | -1.37 | 2.70 | 0.27 | 0.03 | -0.77 | 1.80 | 0.92 | -0.53 | 0.43 | 1.26 | -1.05 | 0.09 | 1.29 | 0.98 | 1.57 | 2.60 | -0.57 | -0.94 | -0.43 | 0.85 | 0.33 | 0.05 | 2.34 |
| Standard Deviation(%) | NA | 10.69 | 15.66 | 24.75 | 19.95 | NA | NA | … | … | 9.30 | 12.50 | 21.91 | 11.07 | 46.99 | 10.50 | 14.14 | 8.07 | 16.83 | 15.29 | 11.41 | 12.40 | 16.11 | 26.64 | 22.27 | 28.53 | 41.32 | 18.07 | 14.62 | 9.75 | 12.28 | 15.09 | 20.21 | 16.34 | 12.73 | 12.23 | 16.84 | 12.51 | 7.48 |
| Draw Down(%) | NA | 12.84 | 32.93 | 51.03 | 54.74 | NA | NA | … | … | 5.21 | 13.92 | 30.52 | 9.48 | 51.03 | 5.89 | 25.94 | 2.89 | 12.19 | 16.22 | 16.46 | 9.12 | 14.77 | 30.18 | 18.30 | 23.62 | 53.06 | 13.43 | 16.85 | 6.28 | 9.31 | 14.58 | 25.51 | 27.61 | 12.75 | 9.66 | 21.70 | 12.89 | 3.96 |
| Yield(%) | 0.00 | 3.37 | 3.66 | 2.50 | 2.02 | 2.56 | 4.17 | … | … | 0.94 | 2.87 | 1.38 | 7.43 | 1.10 | 3.11 | 1.85 | 1.77 | 2.16 | 1.29 | 1.90 | 1.21 | 1.43 | 1.54 | 0.91 | 2.68 | 2.03 | 5.89 | 30.36 | 6.80 | 1.46 | 1.55 | 4.49 | 3.01 | 13.51 | 3.89 | 1.64 | 4.12 | 3.20 |
Data as of 07/23/2024, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEGIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS A) |
-17.34%
Sep 2019 – Sep 2022 |
-11.61%
Sep 2017 – Sep 2022 |
-2.72%
Oct 2013 – Oct 2023 |
-3.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEGIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS A) |
29.49%
Mar 2003 – Mar 2006 |
21.51%
Sep 2002 – Sep 2007 |
9.52%
Oct 1997 – Oct 2007 |
7.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart