Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFRIX (DELAWARE SMID CAP GROWTH FUND CLASS R) | NA | 1.17% | 39.10% | 15.96% | 20.71% | 20.62% | 15.62% | … | … |
Data as of 07/23/2024, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFRIX (DELAWARE SMID CAP GROWTH FUND CLASS R) | 07/24/2003 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.17 | 39.10 | 15.96 | 20.71 | 20.62 | 15.62 | … | … | 1.09 | 19.94 | -45.57 | 297.71 | -19.50 | 34.95 | -0.10 | 34.77 | 48.97 | 6.93 | 2.61 | 40.51 | 10.16 | 7.72 | 34.73 | 44.22 | -41.43 | 12.04 | 4.74 | 9.70 | 11.82 | 17.23 |
| Sharpe Ratio | NA | -0.19 | 0.41 | 0.16 | 0.27 | NA | NA | … | … | -0.11 | 0.75 | -0.96 | 2.04 | -0.17 | 1.61 | -0.05 | 2.37 | 0.47 | 0.45 | 0.19 | 3.11 | 0.70 | 0.28 | 1.72 | 1.66 | -1.01 | 0.49 | 0.10 | 0.61 | 0.73 | 2.83 |
| Standard Deviation(%) | NA | 17.03 | 89.35 | 87.91 | 71.42 | NA | NA | … | … | 15.02 | 21.11 | 49.26 | 146.02 | 118.57 | 20.89 | 27.03 | 14.48 | 104.45 | 15.18 | 13.48 | 13.01 | 14.58 | 27.70 | 20.12 | 26.66 | 41.76 | 18.69 | 15.28 | 12.26 | 14.88 | 15.14 |
| Draw Down(%) | NA | 20.56 | 52.86 | 77.22 | 77.22 | NA | NA | … | … | 9.18 | 21.71 | 50.35 | 21.73 | 77.22 | 13.95 | 31.23 | 6.22 | 44.96 | 11.69 | 10.62 | 5.04 | 13.65 | 23.00 | 11.22 | 16.71 | 51.30 | 12.51 | 15.90 | 8.32 | 15.09 | 5.25 |
| Yield(%) | 0.00 | 0.00 | 35.62 | 15.56 | 13.30 | 20.65 | 13.65 | … | … | 0.00 | 0.00 | 41.82 | 78.70 | 16.10 | 6.25 | 15.21 | 1.94 | 37.00 | 11.33 | 13.85 | 4.74 | 7.30 | 4.47 | 6.65 | 0.00 | 7.65 | 12.30 | 6.94 | 4.77 | 0.00 | 0.00 |
Data as of 07/23/2024, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFRIX (DELAWARE SMID CAP GROWTH FUND CLASS R) |
-20.58%
Mar 2017 – Mar 2020 |
-5.46%
Feb 2004 – Feb 2009 |
6.50%
Mar 2010 – Mar 2020 |
5.46%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFRIX (DELAWARE SMID CAP GROWTH FUND CLASS R) |
87.30%
Mar 2020 – Mar 2023 |
42.21%
Dec 2016 – Dec 2021 |
30.85%
Dec 2011 – Dec 2021 |
23.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart