Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) | NA | -22.95% | -41.32% | -25.45% | -7.87% | -3.41% | -0.31% | … | … |
Data as of 02/27/2023, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) | 03/21/1997 | 02/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | -22.95 | -41.32 | -25.45 | -7.87 | -3.41 | -0.31 | … | … | 8.43 | -38.80 | -79.53 | 44.49 | 27.22 | -3.29 | 28.24 | -5.18 | 5.17 | 12.69 | 34.19 | 15.99 | 8.00 | 14.27 | 44.30 | -43.51 | 13.19 | 2.60 | 13.93 | 3.41 | 23.60 | -28.81 | -24.09 | -7.35 | 40.77 | 29.89 | 26.81 |
| Sharpe Ratio | NA | -0.73 | -0.49 | -0.39 | -0.17 | NA | NA | … | … | 3.11 | -1.13 | -0.56 | 1.24 | 1.81 | -0.23 | 2.98 | -0.34 | 0.30 | 0.93 | 2.93 | 1.17 | 0.33 | 0.79 | 1.74 | -1.05 | 0.63 | -0.06 | 0.96 | 0.18 | 1.33 | -1.17 | -1.07 | -0.35 | 1.74 | 1.14 | 1.47 |
| Standard Deviation(%) | NA | 34.07 | 86.05 | 67.46 | 48.66 | NA | NA | … | … | 21.72 | 35.56 | 141.54 | 35.42 | 14.20 | 20.75 | 9.30 | 15.68 | 16.96 | 13.68 | 11.65 | 13.68 | 23.95 | 17.97 | 25.44 | 42.16 | 15.89 | 13.38 | 12.11 | 13.26 | 17.19 | 25.66 | 25.07 | 33.52 | 21.52 | 23.11 | 21.62 |
| Draw Down(%) | NA | 33.94 | 89.44 | 89.44 | 89.44 | NA | NA | … | … | 6.28 | 42.26 | 82.49 | 30.77 | 7.53 | 20.41 | 3.01 | 13.35 | 14.53 | 7.75 | 6.78 | 11.28 | 15.85 | 14.63 | 18.08 | 53.15 | 7.25 | 14.85 | 8.33 | 16.55 | 10.90 | 37.11 | 39.23 | 28.38 | 10.78 | 29.22 | 11.54 |
| Yield(%) | 0.00 | 0.00 | 8.95 | 9.59 | 11.04 | 9.91 | 11.76 | … | … | 0.00 | 0.00 | 9.77 | 13.42 | 12.07 | 17.02 | 13.87 | 6.76 | 11.34 | 3.28 | 0.10 | 0.17 | 0.14 | 0.17 | 0.10 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 4.28 | 0.00 | 46.87 |
Data as of 02/27/2023, 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 |
|---|---|---|---|---|
| DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) |
-43.43%
Dec 2019 – Dec 2022 |
-25.95%
Dec 2017 – Dec 2022 |
-8.42%
Sep 2012 – Sep 2022 |
-4.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) |
33.26%
Apr 1997 – Apr 2000 |
25.81%
Feb 2009 – Feb 2014 |
16.81%
Aug 2010 – Aug 2020 |
12.17%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart