Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFGDX (Delaware Foundation Growth Allc B) | NA | 6.59% | 12.55% | 8.81% | NA | NA | NA | … | … |
Data as of 10/17/2014, Common starting date is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGDX (Delaware Foundation Growth Allc B) | 08/29/2005 | 10/17/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.59 | 12.55 | 8.81 | NA | NA | NA | … | … | 3.45 | 19.03 | 12.59 | -2.05 | 11.11 | 29.81 | -31.81 | 4.78 | 10.78 | 3.84 |
| Sharpe Ratio | NA | 0.88 | 1.23 | 0.70 | NA | NA | NA | … | … | 0.56 | 2.12 | 1.27 | -0.11 | 0.74 | 1.54 | -0.95 | 0.13 | 0.84 | 1.14 |
| Standard Deviation(%) | NA | 7.50 | 10.18 | 12.90 | NA | NA | NA | … | … | 7.69 | 8.96 | 9.95 | 18.53 | 14.90 | 19.28 | 34.17 | 13.05 | 8.95 | 8.02 |
| Draw Down(%) | NA | 4.81 | 9.10 | 18.23 | NA | NA | NA | … | … | 4.81 | 7.16 | 9.10 | 18.23 | 12.00 | 18.12 | 41.76 | 8.96 | 8.08 | 3.71 |
| Yield(%) | 0.00 | 8.00 | 5.43 | 3.89 | 3.30 | 2.20 | 1.65 | … | … | 0.00 | 9.10 | 1.91 | 4.09 | 0.96 | 1.85 | 2.39 | 4.89 | 6.51 | 0.87 |
Data as of 10/17/2014, Common starting date is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGDX (Delaware Foundation Growth Allc B) |
-12.29%
Feb 2006 – Feb 2009 |
-0.68%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGDX (Delaware Foundation Growth Allc B) |
20.44%
Feb 2009 – Feb 2012 |
16.85%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart