Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFBAX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS A) | NA | -3.71% | 9.89% | 2.79% | 3.94% | 4.86% | 5.99% | 4.54% |
Data as of 03/14/2023, AR inception is 06/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFBAX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS A) | 06/19/1998 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | -3.71 | 9.89 | 2.79 | 3.94 | 4.86 | 5.99 | 4.54 | 0.62 | -12.72 | -0.18 | 9.96 | 15.84 | -6.47 | 7.68 | 5.93 | -1.35 | 4.20 | 13.88 | 11.32 | 0.08 | 11.37 | 27.52 | -22.17 | 4.65 | 9.83 | 5.83 | 9.50 | 23.32 | -10.43 | -4.46 | -2.45 | 8.93 | 2.41 |
| Sharpe Ratio | NA | -0.31 | 0.39 | 0.12 | 0.29 | NA | NA | 0.27 | -0.33 | -0.69 | -0.02 | 0.50 | 2.24 | -0.96 | 1.10 | 0.72 | -0.16 | 0.65 | 1.95 | 1.55 | 0.00 | 1.00 | 1.88 | -1.12 | 0.17 | 0.92 | 0.57 | 1.23 | 2.10 | -0.78 | -0.53 | -0.48 | 0.71 | 0.10 |
| Standard Deviation(%) | NA | 20.16 | 16.35 | 14.27 | 11.37 | NA | NA | 11.71 | 9.37 | 20.57 | 11.34 | 19.47 | 6.44 | 8.09 | 6.41 | 7.88 | 8.40 | 6.44 | 7.12 | 7.32 | 13.25 | 11.24 | 14.59 | 20.55 | 9.75 | 7.11 | 6.42 | 6.97 | 10.77 | 14.80 | 12.91 | 13.55 | 8.08 | 14.64 |
| Draw Down(%) | NA | 15.82 | 20.69 | 24.29 | 24.29 | NA | NA | 34.63 | 5.67 | 19.21 | 10.09 | 24.29 | 4.20 | 12.15 | 5.56 | 6.48 | 9.34 | 5.13 | 6.76 | 6.64 | 13.72 | 9.02 | 14.50 | 31.69 | 6.65 | 5.66 | 4.21 | 5.58 | 8.29 | 19.71 | 18.45 | 9.91 | 7.09 | 17.67 |
| Yield(%) | 2.23 | 12.42 | 10.64 | 7.48 | 6.46 | 6.08 | 7.22 | 5.31 | 2.23 | 9.58 | 10.56 | 2.16 | 8.63 | 5.95 | 2.71 | 3.31 | 7.04 | 9.85 | 6.91 | 1.76 | 2.12 | 2.34 | 2.78 | 1.81 | 4.57 | 2.36 | 1.26 | 1.42 | 1.34 | 1.69 | 1.81 | 4.10 | 5.81 | 1.57 |
Data as of 03/14/2023, AR inception is 06/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBAX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS A) |
-7.52%
Feb 2006 - Feb 2009 |
-1.74%
Feb 2004 - Feb 2009 |
0.65%
Feb 1999 - Feb 2009 |
3.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBAX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS A) |
18.85%
Feb 2009 - Feb 2012 |
15.05%
Feb 2009 - Feb 2014 |
8.83%
Feb 2009 - Feb 2019 |
7.15%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart