Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFZRX (Delaware Smid Cap Growth Fund Cl R6) | NA | 1.69% | 1.60% | -5.51% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFZRX (Delaware Smid Cap Growth Fund Cl R6) | 05/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.69 | 1.60 | -5.51 | NA | NA | NA | … | … | 1.37 | 20.63 | -45.26 | 53.33 | -26.24 | 35.75 | 0.45 | 35.61 | 16.82 |
| Sharpe Ratio | NA | -0.16 | -0.02 | -0.11 | NA | NA | NA | … | … | -0.08 | 0.78 | -0.95 | 0.97 | -0.23 | 1.64 | -0.03 | 2.44 | 0.33 |
| Standard Deviation(%) | NA | 17.03 | 43.18 | 63.22 | NA | NA | NA | … | … | 14.99 | 21.13 | 49.28 | 55.16 | 117.11 | 20.93 | 26.97 | 14.38 | 80.82 |
| Draw Down(%) | NA | 20.46 | 52.73 | 77.21 | NA | NA | NA | … | … | 9.18 | 21.61 | 50.23 | 21.64 | 77.21 | 13.88 | 31.08 | 6.11 | 37.78 |
| Yield(%) | 0.00 | 0.00 | 21.57 | 10.05 | 9.63 | 6.42 | 4.82 | … | … | 0.00 | 0.00 | 21.75 | 47.81 | 10.20 | 4.05 | 10.42 | 1.35 | 28.75 |
Data as of 07/23/2024, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFZRX (Delaware Smid Cap Growth Fund Cl R6) |
-20.13%
Mar 2017 – Mar 2020 |
-7.80%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFZRX (Delaware Smid Cap Growth Fund Cl R6) |
32.66%
Mar 2020 – Mar 2023 |
15.90%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart