Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFIAX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS A) | NA | 0.15% | 2.27% | 3.41% | 5.64% | 5.32% | 4.30% | … | … |
Data as of 07/27/2018, Common starting date is 06/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIAX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS A) | 06/19/1998 | 07/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.41 | 0.15 | 2.27 | 3.41 | 5.64 | 5.32 | 4.30 | … | … | -2.99 | 6.96 | 5.64 | -1.44 | 4.50 | 8.38 | 9.56 | 2.24 | 9.70 | 25.41 | -14.40 | 4.20 | 8.39 | 4.27 | 7.09 | 16.89 | -5.88 | -1.41 | 1.03 | 3.81 | 1.75 |
| Sharpe Ratio | NA | -0.16 | 0.33 | 0.60 | 0.74 | NA | NA | … | … | -0.92 | 1.66 | 1.07 | -0.26 | 1.02 | 1.62 | 2.05 | 0.27 | 1.28 | 2.59 | -1.16 | 0.19 | 0.97 | 0.45 | 1.23 | 2.25 | -0.70 | -0.46 | -0.34 | 0.11 | 0.01 |
| Standard Deviation(%) | NA | 5.50 | 5.30 | 5.03 | 7.31 | NA | NA | … | … | 6.92 | 3.82 | 5.06 | 5.56 | 4.40 | 5.16 | 4.69 | 8.28 | 7.48 | 9.77 | 13.14 | 6.27 | 5.29 | 4.64 | 5.01 | 7.20 | 9.95 | 8.26 | 8.86 | 5.55 | 10.10 |
| Draw Down(%) | NA | 5.62 | 6.68 | 8.61 | 18.74 | NA | NA | … | … | 5.62 | 2.89 | 3.49 | 7.04 | 3.46 | 6.12 | 3.68 | 8.28 | 6.28 | 10.08 | 22.66 | 4.59 | 3.83 | 3.06 | 4.68 | 4.99 | 13.59 | 11.44 | 6.42 | 5.14 | 12.42 |
| Yield(%) | 0.00 | 3.02 | 3.16 | 5.40 | 5.40 | 4.98 | 4.19 | … | … | 0.52 | 3.68 | 3.34 | 6.86 | 10.84 | 3.84 | 2.80 | 4.84 | 5.69 | 3.36 | 2.22 | 4.51 | 2.95 | 2.46 | 2.14 | 2.37 | 2.15 | 3.02 | 5.36 | 5.66 | 2.37 |
Data as of 07/27/2018, Common starting date is 06/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIAX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS A) |
-3.83%
Feb 2006 – Feb 2009 |
-0.23%
Feb 2004 – Feb 2009 |
1.54%
Feb 1999 – Feb 2009 |
4.51%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIAX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS A) |
16.45%
Feb 2009 – Feb 2012 |
12.62%
Feb 2009 – Feb 2014 |
7.27%
Mar 2003 – Mar 2013 |
6.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart