Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEVCX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS C) | 14.48% | 27.16% | 15.05% | 3.59% | 7.38% | 7.83% | 6.62% | … | … |
Data as of 06/05/2026, Common starting date is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEVCX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS C) | 12/26/1995 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 27.16 | 15.05 | 3.59 | 7.38 | 7.83 | 6.62 | … | … | 14.48 | 6.86 | 10.05 | 8.38 | -16.91 | 26.18 | -2.22 | 26.89 | -18.32 | 10.85 | 30.04 | -7.05 | 4.63 | 30.47 | 12.26 | -1.87 | 30.01 | 30.99 | -31.03 | -7.95 | 14.48 | 7.89 | 20.21 | 40.78 | -6.96 | 10.57 | 16.35 | -6.33 | -5.75 | 32.19 | 3.17 | -2.98 |
| Sharpe Ratio | NA | 1.48 | 0.64 | 0.05 | 0.25 | NA | NA | … | … | 2.12 | 0.19 | 0.35 | 0.24 | -0.70 | 1.14 | -0.05 | 1.59 | -1.16 | 0.86 | 1.67 | -0.45 | 0.33 | 2.28 | 0.76 | -0.06 | 1.32 | 0.89 | -0.73 | -0.59 | 0.81 | 0.40 | 1.32 | 2.53 | -0.37 | 0.48 | 0.68 | -0.81 | -0.51 | 2.57 | -0.03 | -2.70 |
| Standard Deviation(%) | NA | 16.46 | 19.26 | 21.30 | 23.72 | NA | NA | … | … | 17.12 | 21.33 | 18.35 | 19.63 | 26.21 | 22.88 | 47.63 | 16.03 | 17.09 | 11.96 | 17.86 | 15.82 | 14.14 | 13.37 | 16.13 | 31.04 | 22.61 | 34.85 | 43.81 | 18.76 | 13.67 | 14.14 | 14.62 | 15.84 | 21.95 | 17.20 | 17.89 | 11.97 | 18.17 | 11.02 | 17.90 | 35.42 |
| Draw Down(%) | NA | 9.52 | 25.00 | 29.39 | 46.70 | NA | NA | … | … | 9.52 | 22.22 | 10.49 | 18.79 | 24.26 | 12.38 | 46.56 | 10.23 | 26.71 | 7.56 | 12.60 | 14.71 | 12.24 | 6.06 | 11.74 | 26.33 | 16.65 | 32.41 | 48.86 | 19.67 | 11.59 | 9.30 | 10.80 | 11.16 | 30.40 | 19.50 | 10.41 | 16.52 | 32.84 | 6.47 | 15.10 | 3.51 |
| Yield(%) | 0.00 | 17.85 | 14.24 | 6.70 | 6.56 | 7.00 | 5.93 | … | … | 0.00 | 17.26 | 15.82 | 9.09 | 0.07 | 0.00 | 0.13 | 5.53 | 7.19 | 1.22 | 0.05 | 6.57 | 5.89 | 2.35 | 0.79 | 5.23 | 0.52 | 0.00 | 0.00 | 9.69 | 9.56 | 9.11 | 14.35 | 9.37 | 3.10 | 10.31 | 4.42 | 1.16 | 0.00 | 9.47 | 0.00 | 1.21 |
Data as of 06/05/2026, Common starting date is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVCX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS C) |
-18.94%
Feb 2006 – Feb 2009 |
-6.77%
Feb 2004 – Feb 2009 |
2.64%
Feb 1999 – Feb 2009 |
3.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVCX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS C) |
32.86%
Feb 2009 – Feb 2012 |
25.94%
Feb 2009 – Feb 2014 |
15.35%
Feb 2009 – Feb 2019 |
11.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart