Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFGCX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS C) | NA | 125.59% | 33.48% | 23.28% | 11.90% | 11.57% | NA | … | … |
Data as of 12/15/2017, Common starting date is 12/31/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGCX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS C) | 12/31/1997 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 97.53 | 125.59 | 33.48 | 23.28 | 11.90 | 11.57 | NA | … | … | 0.55 | 0.77 | -10.75 | -8.07 | 9.64 | 10.67 | -6.19 | 10.11 | 28.09 | -34.26 | -0.10 | 4.18 | 5.80 | 11.12 | 27.08 | -16.52 | -8.42 | -12.71 | 8.28 | 9.41 | 0.00 |
| Sharpe Ratio | NA | -1.95 | -2.23 | -1.92 | -1.27 | NA | NA | … | … | -1.75 | -2.89 | -2.33 | -1.89 | -0.78 | -0.79 | -1.32 | -0.57 | 0.49 | -1.56 | -1.61 | -1.64 | -1.92 | -0.97 | 0.57 | -1.84 | -1.80 | -4.55 | 3.12 | 2.82 | NA |
| Standard Deviation(%) | NA | 11.76 | 13.38 | 12.18 | 17.31 | NA | NA | … | … | 11.11 | 11.50 | 12.54 | 14.07 | 11.45 | 10.05 | 18.77 | 14.84 | 19.31 | 34.37 | 13.77 | 11.15 | 7.94 | 8.77 | 13.74 | 19.76 | 16.72 | 17.89 | 10.68 | 15.17 | 0.00 |
| Draw Down(%) | NA | 9.07 | 27.93 | 29.96 | 47.82 | NA | NA | … | … | 9.07 | 9.06 | 17.04 | 13.33 | 7.49 | 9.21 | 18.54 | 11.99 | 18.09 | 41.82 | 9.29 | 8.08 | 5.40 | 6.79 | 11.27 | 26.84 | 24.09 | 16.56 | 8.88 | 21.53 | 0.00 |
| Yield(%) | 0.00 | 16.96 | 11.28 | 9.32 | 5.58 | 6.54 | 4.13 | … | … | 14.76 | 4.50 | 8.63 | 11.54 | 8.29 | 1.10 | 3.35 | 0.96 | 1.85 | 2.38 | 4.88 | 6.51 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 2.72 | 0.00 | 0.00 | 0.00 |
Data as of 12/15/2017, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGCX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS C) |
-13.09%
Mar 2000 – Mar 2003 |
-6.41%
Mar 1998 – Mar 2003 |
-2.26%
Feb 1999 – Feb 2009 |
2.58%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGCX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS C) |
20.06%
Feb 2009 – Feb 2012 |
16.27%
Feb 2009 – Feb 2014 |
7.40%
Mar 2003 – Mar 2013 |
7.07%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart