Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFSRX (DELAWARE SELECT GROWTH FUND CLASS R) | NA | 19.05% | -10.88% | 2.37% | 5.83% | 10.41% | 8.23% | … | … |
Data as of 07/23/2024, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSRX (DELAWARE SELECT 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 | 19.05 | -10.88 | 2.37 | 5.83 | 10.41 | 8.23 | … | … | 11.38 | 36.52 | -50.52 | 2.68 | 45.27 | 27.15 | -2.90 | 21.91 | 0.74 | -0.23 | 6.52 | 31.20 | 15.02 | 7.17 | 25.94 | 56.54 | -44.46 | 9.38 | 1.03 | 16.85 | 7.61 | 12.73 |
| Sharpe Ratio | NA | 1.19 | -0.44 | 0.02 | 0.18 | NA | NA | … | … | 1.44 | 1.85 | -1.13 | 0.11 | 1.23 | 1.66 | -0.20 | 2.22 | 0.02 | -0.02 | 0.47 | 2.50 | 1.10 | 0.29 | 1.38 | 2.04 | -1.00 | 0.38 | -0.15 | 1.13 | 0.42 | 1.95 |
| Standard Deviation(%) | NA | 12.71 | 30.42 | 30.31 | 25.47 | NA | NA | … | … | 12.34 | 17.63 | 46.11 | 25.20 | 36.36 | 15.49 | 20.66 | 9.63 | 29.41 | 16.89 | 13.74 | 12.45 | 13.67 | 24.25 | 18.70 | 27.67 | 45.08 | 16.95 | 14.64 | 13.03 | 15.70 | 15.67 |
| Draw Down(%) | NA | 9.76 | 58.06 | 58.06 | 58.06 | NA | NA | … | … | 6.80 | 10.11 | 52.24 | 18.16 | 32.56 | 11.21 | 21.16 | 3.34 | 17.78 | 15.90 | 10.29 | 7.39 | 12.19 | 18.14 | 11.93 | 20.34 | 56.44 | 9.72 | 17.43 | 10.27 | 18.48 | 5.64 |
| Yield(%) | 0.00 | 0.00 | 1.98 | 8.94 | 9.27 | 15.49 | 12.80 | … | … | 0.00 | 0.00 | 0.00 | 6.61 | 32.67 | 10.07 | 26.78 | 7.13 | 14.39 | 20.72 | 11.76 | 4.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| DFSRX (DELAWARE SELECT GROWTH FUND CLASS R) |
-18.57%
Feb 2006 – Feb 2009 |
-8.14%
Feb 2004 – Feb 2009 |
4.20%
Oct 2013 – Oct 2023 |
5.09%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSRX (DELAWARE SELECT GROWTH FUND CLASS R) |
39.78%
Feb 2009 – Feb 2012 |
29.44%
Feb 2009 – Feb 2014 |
18.08%
Feb 2009 – Feb 2019 |
13.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart