Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFGRX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS R) | NA | 123.17% | 33.42% | 23.50% | 12.28% | NA | NA | … | … |
Data as of 12/15/2017, Common starting date is 05/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFGRX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS R) | 05/30/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 94.43 | 123.17 | 33.42 | 23.50 | 12.28 | NA | NA | … | … | 0.86 | 0.87 | -10.65 | -7.85 | 9.90 | 10.63 | -6.11 | 10.21 | 28.20 | -33.87 | 0.00 | 4.27 | 5.77 | 11.33 | 14.75 |
| Sharpe Ratio | NA | -1.89 | -2.19 | -1.89 | -1.25 | NA | NA | … | … | -1.70 | -2.84 | -2.32 | -1.85 | -0.74 | -0.78 | -1.32 | -0.57 | 0.50 | -1.55 | -1.59 | -1.59 | -1.92 | -0.94 | 0.14 |
| Standard Deviation(%) | NA | 12.06 | 13.56 | 12.33 | 17.38 | NA | NA | … | … | 11.30 | 11.69 | 12.58 | 14.23 | 11.60 | 10.20 | 18.65 | 14.76 | 19.39 | 34.43 | 13.94 | 11.44 | 7.95 | 8.76 | 10.30 |
| Draw Down(%) | NA | 9.23 | 27.96 | 29.88 | 47.76 | NA | NA | … | … | 9.23 | 8.99 | 16.90 | 13.34 | 7.85 | 9.26 | 18.35 | 11.93 | 18.03 | 41.48 | 9.63 | 8.12 | 5.37 | 6.55 | 3.49 |
| Yield(%) | 0.00 | 17.38 | 11.62 | 9.73 | 5.96 | 6.58 | 4.94 | … | … | 14.94 | 4.91 | 8.94 | 11.87 | 8.70 | 1.61 | 3.79 | 1.41 | 2.35 | 2.37 | 5.36 | 6.97 | 1.36 | 0.21 | 0.43 |
Data as of 12/15/2017, Common starting date is 05/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGRX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS R) |
-11.81%
Feb 2006 – Feb 2009 |
-3.83%
Feb 2004 – Feb 2009 |
3.64%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFGRX (DELAWARE FOUNDATION GROWTH ALLOCATION FUND CLASS R) |
20.71%
Feb 2009 – Feb 2012 |
16.88%
Feb 2009 – Feb 2014 |
6.85%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart