Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFICX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS C) | NA | -0.31% | 1.60% | 2.68% | 4.88% | 4.55% | 3.53% | … | … |
Data as of 07/27/2018, Common starting date is 06/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFICX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS C) | 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 (%) | -3.10 | -0.31 | 1.60 | 2.68 | 4.88 | 4.55 | 3.53 | … | … | -3.17 | 6.26 | 4.73 | -2.18 | 3.80 | 7.54 | 8.73 | 1.58 | 8.75 | 24.51 | -14.99 | 3.30 | 7.71 | 3.39 | 6.30 | 15.97 | -5.84 | -2.39 | 0.29 | 2.59 | 1.28 |
| Sharpe Ratio | NA | -0.25 | 0.21 | 0.46 | 0.63 | NA | NA | … | … | -1.00 | 1.48 | 0.88 | -0.40 | 0.87 | 1.42 | 1.87 | 0.19 | 1.16 | 2.51 | -1.19 | 0.05 | 0.85 | 0.26 | 1.09 | 2.10 | -0.71 | -0.58 | -0.43 | -0.11 | -0.07 |
| Standard Deviation(%) | NA | 5.29 | 5.26 | 5.01 | 7.32 | NA | NA | … | … | 6.66 | 3.83 | 5.12 | 5.57 | 4.34 | 5.28 | 4.68 | 8.29 | 7.48 | 9.71 | 13.33 | 6.23 | 5.23 | 4.63 | 4.92 | 7.28 | 9.84 | 8.29 | 8.81 | 5.59 | 10.07 |
| Draw Down(%) | NA | 5.69 | 7.02 | 9.12 | 18.91 | NA | NA | … | … | 5.69 | 2.97 | 3.58 | 7.28 | 3.64 | 6.19 | 3.87 | 8.61 | 6.38 | 10.06 | 23.18 | 4.60 | 3.95 | 3.17 | 4.80 | 4.98 | 13.52 | 12.06 | 6.58 | 5.45 | 12.69 |
| Yield(%) | 0.00 | 2.45 | 2.48 | 4.70 | 4.55 | 4.08 | 3.41 | … | … | 0.34 | 2.91 | 2.57 | 6.10 | 10.05 | 3.06 | 2.01 | 4.08 | 4.91 | 2.52 | 1.52 | 3.73 | 2.17 | 1.69 | 1.36 | 1.57 | 2.05 | 2.29 | 4.61 | 4.36 | 1.58 |
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 |
|---|---|---|---|---|
| DFICX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS C) |
-4.61%
Feb 2006 – Feb 2009 |
-1.01%
Feb 2004 – Feb 2009 |
0.76%
Feb 1999 – Feb 2009 |
3.77%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFICX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND CLASS C) |
15.63%
Feb 2009 – Feb 2012 |
11.83%
Feb 2009 – Feb 2014 |
6.47%
Mar 2003 – Mar 2013 |
5.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart