Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFBCX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS C) | NA | -4.45% | 9.07% | 2.02% | 3.15% | 4.06% | 5.19% | … | … |
Data as of 03/14/2023, Common starting date is 06/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFBCX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS C) | 06/19/1998 | 03/14/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | -4.45 | 9.07 | 2.02 | 3.15 | 4.06 | 5.19 | … | … | 2.68 | -13.37 | -0.26 | 9.09 | 14.94 | -7.22 | 6.86 | 5.14 | -2.10 | 3.41 | 12.92 | 10.54 | -0.70 | 10.54 | 26.58 | -22.79 | 3.77 | 9.13 | 5.06 | 8.57 | 22.36 | -10.97 | -5.24 | -3.27 | 6.28 | 2.22 |
| Sharpe Ratio | NA | -0.24 | 0.41 | 0.10 | 0.25 | NA | NA | … | … | 0.87 | -0.73 | -0.03 | 0.45 | 2.11 | -1.05 | 0.97 | 0.63 | -0.26 | 0.53 | 1.83 | 1.44 | -0.05 | 0.93 | 1.83 | -1.16 | 0.08 | 0.82 | 0.44 | 1.10 | 1.98 | -0.82 | -0.60 | -0.54 | 0.23 | 0.07 |
| Standard Deviation(%) | NA | 19.96 | 15.89 | 13.94 | 11.16 | NA | NA | … | … | 9.53 | 20.40 | 10.95 | 19.47 | 6.41 | 8.15 | 6.42 | 7.84 | 8.29 | 6.39 | 7.05 | 7.37 | 13.41 | 11.24 | 14.46 | 20.38 | 9.78 | 7.14 | 6.51 | 6.90 | 10.94 | 14.78 | 12.87 | 13.57 | 13.54 | 14.56 |
| Draw Down(%) | NA | 16.03 | 19.77 | 24.31 | 24.31 | NA | NA | … | … | 4.17 | 19.66 | 9.88 | 24.31 | 4.21 | 12.85 | 5.58 | 6.48 | 9.69 | 5.25 | 6.85 | 6.71 | 13.90 | 9.15 | 14.57 | 32.07 | 6.74 | 5.76 | 4.30 | 5.68 | 8.39 | 20.02 | 18.83 | 10.09 | 8.17 | 17.72 |
| Yield(%) | 2.23 | 11.65 | 9.66 | 6.75 | 5.75 | 5.24 | 6.06 | … | … | 2.23 | 8.87 | 9.76 | 1.41 | 7.79 | 5.19 | 1.93 | 2.53 | 6.30 | 9.05 | 6.37 | 0.95 | 1.34 | 1.61 | 1.94 | 1.13 | 3.79 | 1.58 | 0.49 | 0.64 | 0.52 | 0.99 | 1.01 | 3.35 | 3.24 | 0.84 |
Data as of 03/14/2023, Common starting date is 06/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBCX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS C) |
-8.22%
Feb 2006 – Feb 2009 |
-2.49%
Feb 2004 – Feb 2009 |
-0.27%
Feb 1999 – Feb 2009 |
2.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBCX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS C) |
17.95%
Feb 2009 – Feb 2012 |
14.18%
Feb 2009 – Feb 2014 |
8.00%
Feb 2009 – Feb 2019 |
6.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart