Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEUBX (Delaware US Growth B) | NA | 13.09% | 18.39% | 15.44% | 8.22% | 3.40% | NA | … | … |
Data as of 10/17/2014, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEUBX (Delaware US Growth B) | 03/21/1997 | 10/17/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.09 | 18.39 | 15.44 | 8.22 | 3.40 | NA | … | … | 4.95 | 32.54 | 14.84 | 6.92 | 13.06 | 43.03 | -44.12 | 12.03 | 1.59 | 12.84 | 2.42 | 22.37 | -29.52 | -24.87 | -8.23 | 39.47 | 28.53 | 24.97 |
| Sharpe Ratio | NA | 1.10 | 1.32 | 0.93 | 0.34 | NA | NA | … | … | 0.50 | 2.78 | 1.08 | 0.29 | 0.72 | 1.68 | -1.06 | 0.57 | -0.13 | 0.89 | 0.11 | 1.26 | -1.20 | -1.10 | -0.37 | 1.69 | 1.09 | 1.36 |
| Standard Deviation(%) | NA | 11.84 | 13.94 | 16.74 | 21.17 | NA | NA | … | … | 12.42 | 11.68 | 13.76 | 23.95 | 18.07 | 25.53 | 42.28 | 15.94 | 13.36 | 12.00 | 13.30 | 17.16 | 25.62 | 25.05 | 33.53 | 21.48 | 23.15 | 21.66 |
| Draw Down(%) | NA | 7.80 | 11.41 | 16.08 | 55.22 | NA | NA | … | … | 7.80 | 6.82 | 11.41 | 16.08 | 14.75 | 18.24 | 53.60 | 7.31 | 15.07 | 8.59 | 16.94 | 10.90 | 37.51 | 39.59 | 28.87 | 10.83 | 29.38 | 11.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 2.73 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.30 | 4.60 | 0.00 | 48.33 |
Data as of 10/17/2014, Common starting date is 03/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEUBX (Delaware US Growth B) |
-25.37%
Mar 2000 – Mar 2003 |
-12.67%
Mar 2000 – Mar 2005 |
-6.87%
Aug 2000 – Aug 2010 |
2.40%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEUBX (Delaware US Growth B) |
31.62%
Apr 1997 – Apr 2000 |
24.65%
Feb 2009 – Feb 2014 |
8.63%
Aug 2004 – Aug 2014 |
4.42%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart