Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEVLX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS A) | 14.66% | 27.01% | 16.40% | 6.68% | 9.51% | 9.39% | 8.04% | … | … |
Data as of 06/03/2026, Common starting date is 12/22/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEVLX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS A) | 12/22/1987 | 06/03/2026 |
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 27.01 | 16.40 | 6.68 | 9.51 | 9.39 | 8.04 | … | … | 14.66 | 7.66 | 10.87 | 10.76 | -12.46 | 33.85 | -1.48 | 27.85 | -17.70 | 11.69 | 31.02 | -6.35 | 5.40 | 32.23 | 13.08 | -1.11 | 30.94 | 31.99 | -30.52 | -7.28 | 15.31 | 8.64 | 21.06 | 41.76 | -6.31 | 11.29 | 17.19 | -5.66 | -5.15 | 33.11 | 22.12 | 18.77 | -8.19 | 17.85 | 9.69 | 42.23 | -15.00 | 25.16 | 26.41 | 12.72 |
| Sharpe Ratio | NA | 1.54 | 0.71 | 0.20 | 0.34 | NA | NA | … | … | 2.19 | 0.22 | 0.40 | 0.37 | -0.54 | 1.54 | -0.04 | 1.65 | -1.12 | 0.93 | 1.73 | -0.40 | 0.38 | 2.40 | 0.82 | -0.04 | 1.36 | 0.92 | -0.72 | -0.56 | 0.87 | 0.45 | 1.38 | 2.59 | -0.34 | 0.52 | 0.73 | -0.75 | -0.47 | 2.83 | 2.31 | 2.06 | -1.84 | 2.46 | 0.90 | 2.73 | -1.40 | 1.61 | 1.51 | 172.83 |
| Standard Deviation(%) | NA | 16.43 | 19.25 | 20.97 | 23.53 | NA | NA | … | … | 17.07 | 21.38 | 18.29 | 19.61 | 25.66 | 22.02 | 47.41 | 16.03 | 17.08 | 11.95 | 17.84 | 15.81 | 14.15 | 13.41 | 16.10 | 31.03 | 22.64 | 34.85 | 43.80 | 18.74 | 13.70 | 14.12 | 14.59 | 15.83 | 21.92 | 17.20 | 17.82 | 11.96 | 18.20 | 10.33 | 7.93 | 7.18 | 6.13 | 6.36 | 7.95 | 13.97 | 14.62 | 11.95 | 14.16 | 87.75 |
| Draw Down(%) | NA | 9.44 | 24.80 | 24.80 | 46.48 | NA | NA | … | … | 9.44 | 22.10 | 10.45 | 18.35 | 23.87 | 11.65 | 46.48 | 10.03 | 26.46 | 7.22 | 12.51 | 14.60 | 12.05 | 6.02 | 11.62 | 26.10 | 16.51 | 32.35 | 48.67 | 19.37 | 11.45 | 9.22 | 10.59 | 11.05 | 30.18 | 19.35 | 10.33 | 16.35 | 32.65 | 6.47 | 8.19 | 4.97 | 10.57 | 3.83 | 7.63 | 6.84 | 23.32 | 13.28 | 9.94 | 1.25 |
| Yield(%) | 0.00 | 13.43 | 12.11 | 7.44 | 7.46 | 7.88 | 6.87 | … | … | 0.00 | 13.12 | 12.56 | 9.10 | 3.64 | 5.75 | 0.67 | 5.24 | 6.60 | 1.47 | 0.69 | 6.16 | 5.40 | 2.78 | 0.94 | 4.63 | 0.47 | 0.08 | 0.19 | 8.90 | 8.91 | 8.60 | 13.73 | 9.05 | 3.02 | 10.13 | 4.67 | 1.45 | 0.58 | 9.81 | 18.18 | 1.28 | 0.77 | 0.20 | 0.25 | 0.00 | 1.14 | 1.29 | 0.78 | 0.58 |
Data as of 06/03/2026, Common starting date is 12/22/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVLX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS A) |
-18.36%
Feb 2006 – Feb 2009 |
-6.11%
Feb 2004 – Feb 2009 |
3.36%
Feb 1999 – Feb 2009 |
4.75%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVLX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND CLASS A) |
33.87%
Feb 2009 – Feb 2012 |
27.04%
Feb 2009 – Feb 2014 |
16.29%
Feb 2009 – Feb 2019 |
13.75%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart