Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DFIIX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND INSTITUTIONAL CLASS) | NA | 0.33% | 3.41% | 4.19% | 6.17% | 5.76% | 4.71% | 4.79% |
Data as of 07/27/2018, AR inception is 06/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFIIX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND INSTITUTIONAL CLASS) | 06/19/1998 | 07/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | 0.33 | 3.41 | 4.19 | 6.17 | 5.76 | 4.71 | 4.79 | -2.93 | 10.09 | 5.90 | -1.20 | 4.75 | 8.73 | 9.71 | 2.60 | 9.96 | 25.67 | -14.16 | 4.45 | 8.76 | 4.40 | 7.33 | 17.29 | -5.02 | -1.28 | 1.40 | 3.54 | 1.99 |
| Sharpe Ratio | NA | -0.12 | 0.57 | 0.78 | 0.81 | NA | NA | 0.49 | -0.90 | 3.45 | 1.13 | -0.22 | 1.07 | 1.66 | 2.07 | 0.31 | 1.30 | 2.61 | -1.14 | 0.23 | 1.06 | 0.47 | 1.29 | 2.25 | -0.62 | -0.45 | -0.30 | 0.06 | 0.06 |
| Standard Deviation(%) | NA | 5.53 | 5.08 | 4.90 | 7.29 | NA | NA | 7.24 | 6.97 | 2.75 | 5.03 | 5.55 | 4.42 | 5.25 | 4.71 | 8.38 | 7.60 | 9.80 | 13.15 | 6.31 | 5.18 | 4.80 | 4.94 | 7.38 | 9.85 | 8.20 | 8.79 | 5.54 | 10.09 |
| Draw Down(%) | NA | 5.65 | 6.55 | 8.43 | 18.69 | NA | NA | 23.96 | 5.65 | 1.04 | 3.48 | 6.91 | 3.48 | 6.04 | 3.67 | 8.24 | 6.37 | 9.95 | 22.53 | 4.58 | 3.72 | 3.06 | 4.68 | 4.85 | 12.95 | 11.37 | 6.36 | 4.92 | 12.33 |
| Yield(%) | 0.00 | 3.21 | 4.27 | 6.11 | 5.97 | 5.49 | 4.58 | 4.66 | 0.58 | 6.66 | 3.60 | 7.08 | 11.07 | 4.08 | 3.06 | 5.09 | 5.94 | 3.64 | 2.44 | 4.77 | 3.20 | 2.71 | 2.39 | 2.63 | 3.02 | 3.26 | 5.60 | 5.40 | 2.60 |
Data as of 07/27/2018, AR inception is 06/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIIX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND INSTITUTIONAL CLASS) |
-3.58%
Feb 2006 - Feb 2009 |
0.02%
Feb 2004 - Feb 2009 |
1.80%
Feb 1999 - Feb 2009 |
4.83%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFIIX (DELAWARE FOUNDATION CONSERVATIVE ALLOCATION FUND INSTITUTIONAL CLASS) |
16.74%
Feb 2009 - Feb 2012 |
12.92%
Feb 2009 - Feb 2014 |
7.53%
Mar 2003 - Mar 2013 |
6.83%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart