Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFDIX (DELAWARE SMID CAP GROWTH FUND INSTITUTIONAL CLASS) | NA | 1.59% | -40.82% | -17.08% | -0.25% | 6.39% | 5.37% | … | … |
Data as of 07/23/2024, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFDIX (DELAWARE SMID CAP GROWTH FUND INSTITUTIONAL CLASS) | 06/20/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.59 | -40.82 | -17.08 | -0.25 | 6.39 | 5.37 | … | … | 1.31 | 20.55 | -81.77 | -8.94 | 94.47 | 35.64 | 0.41 | 35.45 | 15.92 | 7.42 | 3.13 | 41.22 | 10.68 | 8.26 | 35.47 | 44.89 | -41.19 | 12.69 | 5.26 | 10.36 | 12.49 | 39.54 | -24.68 | -16.80 | -7.80 | 65.45 | 17.85 | 14.05 | 1.20 |
| Sharpe Ratio | NA | -0.17 | -0.61 | -0.32 | -0.03 | NA | NA | … | … | -0.10 | 0.81 | -0.70 | -0.31 | 2.34 | 1.63 | -0.04 | 2.40 | 0.24 | 0.49 | 0.23 | 3.16 | 0.73 | 0.30 | 1.76 | 1.68 | -1.03 | 0.51 | 0.12 | 0.66 | 0.78 | 2.12 | -0.97 | -0.59 | -0.25 | 2.53 | 0.55 | 0.59 | -0.08 |
| Standard Deviation(%) | NA | 17.07 | 70.84 | 58.85 | 48.17 | NA | NA | … | … | 15.02 | 21.15 | 118.67 | 28.64 | 40.04 | 20.91 | 27.00 | 14.55 | 66.31 | 15.18 | 13.45 | 13.04 | 14.60 | 27.69 | 20.08 | 26.61 | 40.75 | 18.70 | 15.26 | 12.21 | 14.83 | 18.34 | 26.52 | 33.33 | 48.77 | 24.50 | 25.99 | 17.62 | 16.87 |
| Draw Down(%) | NA | 20.49 | 85.11 | 85.74 | 85.74 | NA | NA | … | … | 9.18 | 21.65 | 82.50 | 23.62 | 36.92 | 13.87 | 31.09 | 6.11 | 37.74 | 11.60 | 10.27 | 5.00 | 13.57 | 22.89 | 11.10 | 16.72 | 51.10 | 12.46 | 15.75 | 8.11 | 14.78 | 13.26 | 34.83 | 41.31 | 37.53 | 14.71 | 35.56 | 14.95 | 13.62 |
| Yield(%) | 0.00 | 0.00 | 7.21 | 10.07 | 11.06 | 18.10 | 12.74 | … | … | 0.00 | 0.00 | 7.28 | 15.98 | 10.22 | 4.06 | 10.43 | 1.34 | 29.10 | 9.16 | 11.54 | 3.99 | 6.25 | 3.87 | 6.32 | 0.00 | 6.85 | 11.20 | 6.39 | 4.43 | 0.00 | 0.00 | 0.00 | 0.00 | 25.39 | 20.61 | 16.23 | 22.54 | 12.17 |
Data as of 07/23/2024, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFDIX (DELAWARE SMID CAP GROWTH FUND INSTITUTIONAL CLASS) |
-41.83%
Nov 2020 – Nov 2023 |
-19.08%
Sep 2018 – Sep 2023 |
-2.23%
Feb 2000 – Feb 2010 |
2.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFDIX (DELAWARE SMID CAP GROWTH FUND INSTITUTIONAL CLASS) |
43.46%
Mar 1997 – Mar 2000 |
34.47%
Oct 2016 – Oct 2021 |
23.06%
Feb 2009 – Feb 2019 |
17.28%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart