Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFGAX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS A) | NA | 148.85% | 38.60% | 26.46% | 13.76% | 13.09% | NA | … | … |
Data as of 12/15/2017, Common starting date is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGAX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS A) | 12/28/1998 | 12/15/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 116.18 | 148.85 | 38.60 | 26.46 | 13.76 | 13.09 | NA | … | … | 16.65 | 6.03 | -1.74 | 4.04 | 19.15 | 12.56 | -2.12 | 11.98 | 30.86 | -31.32 | 5.59 | 11.61 | 7.51 | 11.89 | 28.22 | -15.90 | -7.77 | -6.79 | 14.41 | 1.17 |
| Sharpe Ratio | NA | 3.00 | 0.77 | 0.94 | 0.31 | NA | NA | … | … | 3.11 | 0.54 | -0.16 | 0.47 | 2.15 | 1.28 | -0.12 | 0.81 | 1.58 | -0.94 | 0.20 | 0.93 | 0.68 | 1.26 | 2.01 | -0.86 | -0.61 | -0.63 | 1.11 | 23.88 |
| Standard Deviation(%) | NA | 5.33 | 9.52 | 9.19 | 16.19 | NA | NA | … | … | 5.40 | 10.66 | 11.22 | 8.54 | 8.91 | 9.88 | 18.21 | 14.77 | 19.41 | 34.12 | 13.01 | 8.98 | 7.84 | 8.70 | 13.71 | 19.67 | 16.72 | 17.29 | 10.04 | 6.84 |
| Draw Down(%) | NA | 1.71 | 15.34 | 15.34 | 43.07 | NA | NA | … | … | 1.71 | 9.03 | 11.79 | 6.83 | 7.11 | 9.12 | 18.25 | 11.87 | 18.09 | 41.41 | 8.86 | 8.01 | 5.36 | 6.53 | 11.13 | 26.57 | 23.73 | 13.96 | 8.68 | 0.11 |
| Yield(%) | 0.00 | 17.64 | 11.82 | 9.94 | 6.16 | 7.47 | 4.88 | … | … | 15.07 | 5.12 | 9.12 | 12.04 | 8.92 | 1.87 | 4.01 | 1.67 | 2.62 | 2.37 | 5.62 | 7.23 | 1.67 | 0.57 | 0.48 | 0.65 | 0.46 | 6.04 | 5.95 | 0.84 |
Data as of 12/15/2017, Common starting date is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGAX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS A) |
-11.60%
Mar 2000 – Mar 2003 |
-3.57%
Feb 2004 – Feb 2009 |
-0.79%
Feb 1999 – Feb 2009 |
3.59%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGAX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS A) |
20.98%
Feb 2009 – Feb 2012 |
17.15%
Feb 2009 – Feb 2014 |
8.20%
Mar 2003 – Mar 2013 |
7.88%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart