Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHOIX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND INSTITUTIONAL CLASS) | NA | -41.31% | -18.81% | -9.64% | -3.49% | 1.70% | 2.39% | … | … |
Data as of 07/23/2024, Common starting date is 04/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHOIX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 04/29/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -41.31 | -18.81 | -9.64 | -3.49 | 1.70 | 2.39 | … | … | -44.47 | 9.92 | -12.89 | 3.10 | 5.26 | 17.18 | -4.46 | 6.77 | 13.54 | -6.49 | 0.01 | 8.99 | 17.73 | 2.18 | 15.78 | 50.18 | -25.67 | 1.95 | 12.73 | 3.40 | 14.45 | 29.93 | 1.66 | -2.88 | -3.90 | 5.01 | 3.19 | 14.30 |
| Sharpe Ratio | NA | -0.79 | -0.64 | -0.43 | -0.24 | NA | NA | … | … | -0.90 | 0.99 | -1.79 | 1.04 | 0.43 | 3.80 | -1.46 | 1.99 | 2.45 | -1.38 | 0.00 | 2.29 | 4.17 | 0.31 | 2.95 | 6.91 | -2.74 | -0.26 | 3.13 | 0.34 | 3.66 | 6.61 | 0.10 | -0.73 | -1.62 | 0.51 | -0.03 | 4.54 |
| Standard Deviation(%) | NA | 57.27 | 33.56 | 26.52 | 19.03 | NA | NA | … | … | 76.64 | 5.75 | 7.99 | 2.97 | 11.52 | 4.15 | 3.97 | 3.09 | 5.45 | 4.71 | 4.49 | 3.91 | 4.28 | 6.91 | 5.32 | 7.25 | 9.66 | 4.00 | 3.04 | 3.60 | 3.70 | 4.42 | 5.50 | 7.27 | 4.92 | 3.53 | 3.97 | 4.03 |
| Draw Down(%) | NA | 44.81 | 46.87 | 46.87 | 46.87 | NA | NA | … | … | 44.81 | 4.99 | 16.30 | 2.35 | 21.30 | 1.33 | 5.89 | 2.59 | 4.31 | 11.80 | 8.50 | 5.58 | 3.47 | 12.94 | 6.39 | 7.55 | 32.19 | 5.43 | 1.85 | 5.55 | 4.17 | 3.71 | 11.67 | 16.86 | 10.55 | 4.41 | 7.98 | 1.47 |
| Yield(%) | 0.00 | 2.93 | 2.77 | 3.26 | 4.13 | 6.41 | 5.93 | … | … | 0.91 | 3.86 | 2.91 | 2.81 | 3.42 | 6.99 | 5.59 | 5.07 | 6.12 | 6.08 | 7.59 | 6.57 | 7.91 | 8.00 | 8.38 | 11.30 | 7.38 | 7.90 | 8.17 | 7.52 | 8.31 | 10.14 | 9.35 | 9.77 | 9.35 | 8.16 | 10.91 | 12.88 |
Data as of 07/23/2024, Common starting date is 04/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHOIX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-18.81%
Jun 2021 – Jun 2024 |
-9.61%
Jun 2019 – Jun 2024 |
-3.58%
Jun 2014 – Jun 2024 |
1.91%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHOIX (DELAWARE HIGH-YIELD OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
22.52%
Feb 2009 – Feb 2012 |
18.84%
Nov 2008 – Nov 2013 |
11.23%
Oct 2002 – Oct 2012 |
9.04%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart