Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEVBX (Delaware Small Cap Value B) | NA | 7.62% | 18.04% | 14.38% | 8.38% | 10.06% | NA | … | … |
Data as of 10/17/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEVBX (Delaware Small Cap Value B) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.62 | 18.04 | 14.38 | 8.38 | 10.06 | NA | … | … | 1.97 | 31.34 | 12.23 | -1.89 | 30.00 | 30.98 | -31.04 | -8.13 | 14.50 | 7.86 | 20.18 | 40.77 | -6.97 | 10.45 | 16.22 | -6.32 | -5.75 | 32.10 | 13.23 |
| Sharpe Ratio | NA | 0.63 | 1.09 | 0.70 | 0.30 | NA | NA | … | … | 0.20 | 2.33 | 0.76 | -0.06 | 1.32 | 0.89 | -0.73 | -0.60 | 0.82 | 0.40 | 1.32 | 2.53 | -0.37 | 0.48 | 0.68 | -0.80 | -0.50 | -2.24 | 2.88 |
| Standard Deviation(%) | NA | 12.09 | 16.56 | 20.77 | 24.67 | NA | NA | … | … | 12.40 | 13.42 | 16.11 | 31.16 | 22.61 | 34.84 | 43.80 | 18.71 | 13.67 | 14.12 | 14.57 | 15.84 | 21.93 | 17.19 | 17.88 | 12.00 | 18.17 | 10.28 | 8.00 |
| Draw Down(%) | NA | 7.19 | 11.74 | 26.34 | 60.68 | NA | NA | … | … | 7.19 | 6.09 | 11.74 | 26.34 | 16.65 | 32.44 | 48.84 | 19.68 | 11.59 | 9.29 | 10.79 | 11.15 | 30.39 | 19.52 | 10.41 | 16.50 | 32.85 | 6.50 | 6.78 |
| Yield(%) | 0.00 | 2.51 | 3.45 | 2.56 | 5.19 | 7.14 | 6.53 | … | … | 0.00 | 3.05 | 0.79 | 5.23 | 0.52 | 0.00 | 0.00 | 9.68 | 9.56 | 9.11 | 14.35 | 9.37 | 3.10 | 10.30 | 4.42 | 1.16 | 0.00 | 9.24 | 16.46 |
Data as of 10/17/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVBX (Delaware Small Cap Value B) |
-19.00%
Feb 2006 – Feb 2009 |
-6.82%
Feb 2004 – Feb 2009 |
2.58%
Feb 1999 – Feb 2009 |
6.43%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVBX (Delaware Small Cap Value B) |
32.86%
Feb 2009 – Feb 2012 |
26.13%
Feb 2009 – Feb 2014 |
12.26%
Oct 1996 – Oct 2006 |
10.01%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart