Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DEMIX (DELAWARE EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 29.52% | 17.46% | 16.03% | 6.82% | 8.25% | 6.47% | 7.84% | 8.16% |
Data as of 07/18/2025, AR inception is 12/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEMIX (DELAWARE EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 12/19/1996 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.94 | 17.46 | 16.03 | 6.82 | 8.25 | 6.47 | 7.84 | 8.16 | 29.52 | 6.52 | 17.59 | -28.66 | -2.08 | 25.19 | 24.33 | -17.10 | 41.98 | 17.88 | -13.75 | -8.15 | 14.00 | 16.70 | -20.64 | 18.85 | 78.62 | -50.75 | 42.22 | 27.26 | 26.65 | 32.68 | 64.79 | 3.79 | 5.28 | -24.18 | 55.16 | -36.19 | 1.58 | 0.65 |
| Sharpe Ratio | NA | 0.59 | 0.63 | 0.24 | 0.32 | NA | NA | 0.30 | 2.22 | 0.00 | 0.85 | -1.23 | -0.11 | 0.74 | 1.53 | -1.01 | 3.74 | 0.89 | -0.72 | -0.58 | 0.99 | 1.00 | -0.79 | 0.91 | 2.42 | -1.08 | 1.66 | 1.49 | 2.34 | 2.53 | 5.90 | 0.20 | 0.17 | -1.72 | 3.25 | -1.57 | -0.12 | 3.06 |
| Standard Deviation(%) | NA | 24.11 | 19.99 | 20.37 | 20.95 | NA | NA | 21.21 | 26.35 | 19.16 | 15.75 | 24.53 | 18.77 | 33.67 | 15.03 | 18.33 | 11.10 | 19.96 | 19.09 | 14.10 | 14.04 | 16.75 | 26.10 | 20.52 | 32.42 | 47.88 | 23.72 | 16.14 | 10.44 | 12.52 | 10.86 | 13.70 | 18.09 | 16.46 | 15.99 | 25.18 | 15.96 | 7.50 |
| Draw Down(%) | NA | 19.51 | 22.62 | 46.29 | 46.29 | NA | NA | 63.15 | 18.72 | 16.21 | 12.50 | 38.47 | 20.26 | 36.60 | 11.45 | 27.08 | 5.76 | 14.77 | 29.59 | 22.19 | 14.19 | 20.36 | 32.61 | 16.83 | 24.94 | 61.96 | 19.27 | 20.59 | 8.72 | 16.05 | 9.10 | 21.63 | 24.56 | 32.21 | 11.71 | 49.18 | 25.72 | 0.95 |
| Yield(%) | 0.00 | 1.77 | 2.40 | 2.07 | 2.16 | 2.14 | 5.55 | 7.12 | 0.00 | 2.11 | 3.36 | 1.31 | 3.21 | 0.20 | 0.98 | 0.52 | 2.47 | 1.14 | 0.26 | 2.84 | 1.05 | 1.11 | 1.88 | 0.86 | 0.39 | 5.12 | 35.12 | 32.61 | 8.19 | 4.30 | 3.11 | 2.69 | 2.16 | 0.51 | 2.33 | 0.94 | 6.53 | 0.25 |
Data as of 07/18/2025, AR inception is 12/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEMIX (DELAWARE EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
-12.56%
Sep 1997 - Sep 2000 |
-9.67%
Sep 1997 - Sep 2002 |
1.98%
Oct 2013 - Oct 2023 |
0.64%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEMIX (DELAWARE EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
47.42%
Mar 2003 - Mar 2006 |
41.64%
Oct 2002 - Oct 2007 |
19.18%
Aug 1998 - Aug 2008 |
14.84%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart