Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEQIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND INSTITUTIONAL CLASS) | NA | 5.68% | -1.61% | -3.78% | -1.57% | 2.54% | 2.39% | … | … |
Data as of 05/29/2024, Common starting date is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEQIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND INSTITUTIONAL CLASS) | 12/30/1992 | 05/29/2024 |
| 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.68 | -1.61 | -3.78 | -1.57 | 2.54 | 2.39 | … | … | 2.84 | 15.14 | -17.05 | 6.62 | -27.73 | 19.32 | -17.78 | 22.69 | 5.06 | 0.69 | -8.54 | 22.66 | 15.10 | -13.95 | 10.02 | 36.39 | -42.37 | 5.06 | 22.54 | 12.19 | 20.62 | 40.37 | -10.47 | -12.63 | -0.75 | 14.04 | 9.35 | 4.60 | 20.61 | 10.47 | -1.97 | 27.00 | 0.05 |
| Sharpe Ratio | NA | 0.05 | -0.26 | -0.22 | -0.13 | NA | NA | … | … | 0.32 | 0.88 | -0.84 | 0.59 | -0.59 | 1.71 | -1.35 | 2.75 | 0.29 | 0.04 | -0.75 | 1.83 | 0.95 | -0.52 | 0.45 | 1.27 | -1.05 | 0.11 | 1.32 | 1.03 | 1.60 | 2.62 | -0.57 | -0.93 | -0.38 | 0.89 | 0.36 | 0.09 | 2.49 | 0.89 | -0.53 | 3.14 | NA |
| Standard Deviation(%) | NA | 11.75 | 15.81 | 24.90 | 20.05 | NA | NA | … | … | 10.80 | 12.46 | 21.92 | 11.10 | 47.31 | 10.50 | 14.19 | 8.06 | 16.84 | 15.25 | 11.39 | 12.38 | 16.04 | 26.64 | 22.31 | 28.55 | 41.23 | 18.03 | 14.61 | 9.77 | 12.30 | 15.15 | 20.19 | 16.36 | 12.72 | 12.20 | 16.79 | 12.47 | 6.81 | 7.44 | 9.22 | 7.90 | 0.00 |
| Draw Down(%) | NA | 13.62 | 33.35 | 51.25 | 54.72 | NA | NA | … | … | 5.18 | 13.80 | 30.40 | 9.38 | 51.25 | 5.80 | 25.77 | 2.81 | 12.09 | 16.09 | 16.39 | 9.08 | 14.81 | 30.07 | 18.24 | 23.48 | 52.95 | 13.37 | 16.86 | 6.26 | 9.16 | 14.57 | 25.55 | 27.56 | 12.55 | 9.53 | 21.71 | 12.83 | 3.88 | 4.62 | 10.76 | 4.00 | 0.00 |
| Yield(%) | 0.00 | 3.73 | 3.82 | 2.91 | 2.30 | 3.11 | 4.45 | … | … | 1.03 | 3.03 | 1.61 | 7.58 | 2.01 | 3.39 | 2.07 | 2.05 | 2.41 | 1.55 | 2.14 | 1.48 | 1.70 | 1.83 | 1.19 | 3.00 | 2.26 | 6.19 | 30.57 | 7.11 | 1.77 | 1.88 | 4.26 | 3.28 | 13.75 | 4.20 | 1.96 | 4.46 | 4.01 | 2.81 | 1.85 | 2.57 | 3.88 |
Data as of 05/29/2024, Common starting date is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEQIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND INSTITUTIONAL CLASS) |
-16.98%
Sep 2019 – Sep 2022 |
-11.30%
Sep 2017 – Sep 2022 |
-2.42%
Oct 2013 – Oct 2023 |
-2.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEQIX (DELAWARE INTERNATIONAL VALUE EQUITY FUND INSTITUTIONAL CLASS) |
29.85%
Mar 2003 – Mar 2006 |
21.78%
Sep 2002 – Sep 2007 |
9.78%
Oct 1997 – Oct 2007 |
9.39%
Jan 1993 – Jan 2008 |
Annualized Rolling Returns Comparison Chart