Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFCIX (DELAWARE SMID CAP GROWTH FUND CLASS A) | NA | 1.39% | 21.56% | 6.49% | 10.89% | 14.08% | 10.95% | … | … |
Data as of 07/23/2024, Common starting date is 03/27/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFCIX (DELAWARE SMID CAP GROWTH FUND CLASS A) | 03/27/1986 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.39 | 21.56 | 6.49 | 10.89 | 14.08 | 10.95 | … | … | 1.26 | 20.21 | -45.45 | 164.24 | -21.46 | 35.30 | 0.14 | 35.13 | -3.33 | 7.20 | 2.85 | 40.86 | 10.42 | 7.94 | 35.22 | 44.49 | -41.33 | 12.29 | 4.98 | 10.01 | 12.17 | 39.14 | -24.89 | -17.08 | -7.96 | 41.48 | -0.42 | -8.25 | 0.23 | 14.16 | -12.44 | 8.42 | 1.88 | 42.15 | -8.54 | 30.65 | 16.75 | 11.72 | 11.02 |
| Sharpe Ratio | NA | -0.18 | 0.28 | 0.06 | 0.18 | NA | NA | … | … | -0.09 | 0.76 | -0.95 | 1.55 | -0.18 | 1.62 | -0.04 | 2.41 | -0.19 | 0.47 | 0.21 | 3.14 | 0.72 | 0.29 | 1.75 | 1.67 | -1.03 | 0.50 | 0.11 | 0.64 | 0.76 | 2.10 | -0.98 | -0.59 | -0.25 | 1.35 | -0.12 | -0.40 | -0.17 | 0.61 | -1.08 | 0.51 | -0.04 | 2.78 | -0.86 | 2.21 | 0.79 | 0.23 | 0.13 |
| Standard Deviation(%) | NA | 17.05 | 67.86 | 75.38 | 55.00 | NA | NA | … | … | 15.01 | 21.14 | 49.26 | 105.96 | 118.07 | 20.91 | 26.96 | 14.38 | 19.09 | 15.18 | 13.47 | 13.02 | 14.62 | 27.69 | 20.07 | 26.60 | 40.73 | 18.72 | 15.25 | 12.26 | 14.87 | 18.35 | 26.42 | 33.39 | 48.79 | 28.37 | 31.57 | 28.95 | 19.62 | 16.84 | 14.22 | 12.50 | 11.98 | 13.74 | 15.93 | 11.27 | 15.16 | 32.73 | 79.81 |
| Draw Down(%) | NA | 20.54 | 52.82 | 77.22 | 77.22 | NA | NA | … | … | 9.17 | 21.67 | 50.33 | 21.71 | 77.22 | 13.93 | 31.17 | 6.13 | 18.44 | 11.64 | 10.44 | 4.98 | 13.62 | 22.96 | 11.06 | 16.67 | 51.19 | 12.49 | 15.82 | 8.24 | 14.92 | 13.26 | 35.00 | 41.43 | 37.59 | 16.85 | 35.59 | 29.03 | 18.77 | 18.14 | 21.36 | 12.08 | 22.07 | 8.01 | 26.03 | 11.94 | 10.05 | 38.06 | 46.36 |
| Yield(%) | 0.00 | 0.00 | 31.63 | 14.09 | 12.86 | 20.30 | 13.63 | … | … | 0.00 | 0.00 | 35.46 | 69.97 | 14.51 | 5.67 | 14.01 | 1.80 | 35.28 | 10.89 | 13.41 | 4.61 | 7.13 | 4.38 | 6.88 | 0.00 | 7.54 | 12.18 | 6.89 | 4.75 | 0.00 | 0.00 | 0.00 | 0.00 | 26.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2024, Common starting date is 03/27/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCIX (DELAWARE SMID CAP GROWTH FUND CLASS A) |
-24.00%
Feb 2000 – Feb 2003 |
-12.00%
Mar 2015 – Mar 2020 |
-2.50%
Feb 2000 – Feb 2010 |
-1.52%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFCIX (DELAWARE SMID CAP GROWTH FUND CLASS A) |
62.24%
Mar 2020 – Mar 2023 |
30.60%
Dec 2016 – Dec 2021 |
20.58%
Feb 2009 – Feb 2019 |
16.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart