Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFGIX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) | NA | 144.57% | 38.05% | 26.30% | 13.82% | 13.22% | NA | 9.69% |
Data as of 12/15/2017, AR inception is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGIX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) | 12/28/1998 | 12/15/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 111.99 | 144.57 | 38.05 | 26.30 | 13.82 | 13.22 | NA | 9.69 | 16.92 | 6.36 | -1.58 | 4.36 | 19.45 | 12.77 | -1.75 | 12.07 | 31.34 | -31.13 | 5.74 | 11.97 | 7.76 | 12.28 | 28.36 | -15.68 | -7.42 | -9.13 | 11.58 | 1.19 |
| Sharpe Ratio | NA | 3.09 | 0.81 | 0.97 | 0.33 | NA | NA | 0.25 | 3.22 | 0.57 | -0.14 | 0.51 | 2.18 | 1.30 | -0.10 | 0.81 | 1.63 | -0.94 | 0.21 | 0.97 | 0.70 | 1.30 | 2.01 | -0.85 | -0.59 | -0.76 | 0.82 | 24.22 |
| Standard Deviation(%) | NA | 5.26 | 9.49 | 9.17 | 16.16 | NA | NA | 14.97 | 5.30 | 10.68 | 11.17 | 8.54 | 8.92 | 9.87 | 18.45 | 14.79 | 19.22 | 33.99 | 12.96 | 8.98 | 7.94 | 8.72 | 13.76 | 19.69 | 16.73 | 17.34 | 10.17 | 6.93 |
| Draw Down(%) | NA | 1.69 | 15.11 | 15.11 | 42.94 | NA | NA | 45.08 | 1.69 | 8.88 | 11.75 | 6.79 | 7.07 | 9.17 | 18.16 | 11.82 | 18.04 | 41.22 | 8.85 | 8.00 | 5.26 | 6.42 | 11.00 | 26.45 | 23.62 | 13.85 | 8.66 | 0.11 |
| Yield(%) | 0.00 | 17.92 | 12.03 | 10.18 | 6.37 | 7.79 | 4.83 | 5.37 | 15.23 | 5.35 | 9.32 | 12.25 | 9.15 | 2.12 | 4.24 | 1.92 | 2.89 | 2.37 | 5.88 | 7.49 | 1.92 | 0.83 | 0.76 | 0.87 | 0.70 | 3.70 | 3.25 | 1.08 |
Data as of 12/15/2017, AR inception is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGIX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) |
-12.21%
Mar 2000 - Mar 2003 |
-3.33%
Feb 2004 - Feb 2009 |
-1.08%
Feb 1999 - Feb 2009 |
3.66%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGIX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND INSTITUTIONAL CLASS) |
21.28%
Feb 2009 - Feb 2012 |
17.45%
Feb 2009 - Feb 2014 |
8.47%
Mar 2003 - Mar 2013 |
8.15%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart