Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFBRX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS R) | NA | -3.54% | 9.72% | 2.61% | 4.23% | 4.96% | NA | … | … |
Data as of 03/14/2023, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFBRX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS R) | 07/24/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | -3.54 | 9.72 | 2.61 | 4.23 | 4.96 | NA | … | … | 0.62 | -12.69 | -0.17 | 9.61 | 15.50 | -6.66 | 12.98 | 5.59 | -1.61 | 3.94 | 13.49 | 11.15 | -0.29 | 11.13 | 27.14 | -22.42 | 4.40 | 9.69 | 5.42 | 9.15 | 10.02 |
| Sharpe Ratio | NA | -0.30 | 0.39 | 0.11 | 0.32 | NA | NA | … | … | -0.33 | -0.68 | -0.02 | 0.48 | 2.20 | -0.98 | 3.14 | 0.68 | -0.20 | 0.61 | 1.90 | 1.52 | -0.02 | 0.98 | 1.88 | -1.14 | 0.14 | 0.91 | 0.49 | 1.19 | 3.25 |
| Standard Deviation(%) | NA | 20.23 | 16.36 | 14.27 | 11.26 | NA | NA | … | … | 9.37 | 20.67 | 11.25 | 19.43 | 6.40 | 8.14 | 3.95 | 7.84 | 8.39 | 6.42 | 7.09 | 7.37 | 13.29 | 11.30 | 14.41 | 20.46 | 9.69 | 7.07 | 6.58 | 6.87 | 7.25 |
| Draw Down(%) | NA | 15.62 | 20.58 | 24.29 | 24.29 | NA | NA | … | … | 5.70 | 19.09 | 10.14 | 24.29 | 4.22 | 12.34 | 1.42 | 6.51 | 9.42 | 5.21 | 6.77 | 6.57 | 13.79 | 8.98 | 14.51 | 31.81 | 6.67 | 5.77 | 4.21 | 5.59 | 2.61 |
| Yield(%) | 2.24 | 12.21 | 10.32 | 7.25 | 6.70 | 6.19 | 6.30 | … | … | 2.24 | 9.38 | 10.33 | 1.85 | 8.38 | 5.73 | 7.64 | 3.05 | 6.81 | 9.60 | 6.71 | 1.48 | 1.85 | 2.11 | 2.50 | 1.59 | 4.31 | 2.10 | 0.95 | 1.06 | 1.22 |
Data as of 03/14/2023, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBRX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS R) |
-7.79%
Feb 2006 – Feb 2009 |
-2.05%
Feb 2004 – Feb 2009 |
4.10%
Sep 2012 – Sep 2022 |
3.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFBRX (DELAWARE FOUNDATION MODERATE ALLOCATION FUND CLASS R) |
18.57%
Feb 2009 – Feb 2012 |
14.77%
Feb 2009 – Feb 2014 |
9.11%
Feb 2009 – Feb 2019 |
6.10%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart