Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/09/2010.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DELTX (Delaware Trend A) | NA | 24.60% | -1.06% | 3.25% | 0.25% | NA | NA | 6.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELTX (Delaware Trend A) | 06/21/1996 | 11/09/2010 |
The return data shown below all have the same latest date: 11/09/2010.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.60 | -1.06 | 3.25 | 0.25 | NA | NA | 6.99 | 17.55 | 54.60 | -47.23 | 10.80 | 6.90 | 5.10 | 12.30 | 33.38 | -19.90 | -14.88 | -6.80 | 71.56 | 13.00 | 19.40 | -2.03 |
| Sharpe Ratio | NA | 1.21 | -0.05 | 0.06 | -0.05 | NA | NA | 0.07 | 0.99 | 1.76 | -1.14 | 0.40 | 0.21 | 0.21 | 0.66 | 1.84 | -0.81 | -0.54 | -0.24 | 3.36 | 0.37 | -2.11 | -0.49 |
| Standard Deviation(%) | NA | 20.33 | 33.10 | 28.14 | 26.36 | NA | NA | 26.11 | 20.79 | 30.95 | 41.99 | 19.30 | 17.51 | 14.22 | 17.17 | 17.74 | 25.81 | 32.33 | 44.37 | 20.35 | 26.00 | 16.92 | 15.00 |
| Draw Down(%) | NA | 11.67 | 60.55 | 62.05 | 62.05 | NA | NA | 64.14 | 11.67 | 25.97 | 56.70 | 12.50 | 19.79 | 14.68 | 19.22 | 13.33 | 33.79 | 38.45 | 38.71 | 11.35 | 36.75 | 16.43 | 13.80 |
| Yield(%) | 0.00 | 0.00 | 4.50 | 7.97 | 3.49 | 7.39 | 5.54 | 7.92 | 0.00 | 0.00 | 3.10 | 23.42 | 14.83 | 0.00 | 0.00 | 0.00 | 0.36 | 0.00 | 8.86 | 18.43 | 15.49 | 12.40 | 8.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELTX (Delaware Trend A) |
-21.56%
Feb 2000 - Feb 2003 |
-9.57%
Feb 2004 - Feb 2009 |
-2.44%
Feb 2000 - Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELTX (Delaware Trend A) |
44.62%
Mar 1997 - Mar 2000 |
16.31%
Sep 2002 - Sep 2007 |
11.23%
Apr 1997 - Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart