Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIPIX (Delaware Inflation Protected Bond Inst) | NA | -2.89% | -4.54% | 0.97% | 3.09% | NA | NA | … | … |
Data as of 06/15/2015, Common starting date is 01/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIPIX (Delaware Inflation Protected Bond Inst) | 01/07/2005 | 06/15/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -2.89 | -4.54 | 0.97 | 3.09 | NA | NA | … | … | -0.68 | 0.50 | -13.01 | 5.76 | 9.84 | 6.25 | 10.96 | 0.25 | 11.48 | 0.67 | 3.33 |
| Sharpe Ratio | NA | -0.50 | -0.90 | 0.18 | 0.38 | NA | NA | … | … | -0.25 | 0.12 | -2.32 | 1.24 | 1.66 | 1.30 | 1.51 | -0.07 | 1.58 | -0.59 | 0.26 |
| Standard Deviation(%) | NA | 5.15 | 5.10 | 5.25 | 5.85 | NA | NA | … | … | 6.14 | 3.93 | 5.63 | 4.63 | 5.91 | 4.75 | 7.19 | 9.29 | 5.36 | 4.46 | 4.72 |
| Draw Down(%) | NA | 5.05 | 14.90 | 14.90 | 14.90 | NA | NA | … | … | 4.03 | 4.72 | 13.50 | 2.73 | 2.65 | 3.45 | 4.61 | 10.96 | 2.98 | 3.55 | 3.18 |
| Yield(%) | 0.00 | 0.86 | 3.24 | 4.52 | 4.50 | 3.12 | 2.34 | … | … | 0.00 | 1.66 | 0.00 | 9.92 | 6.65 | 5.64 | 2.32 | 5.76 | 4.78 | 3.87 | 5.58 |
Data as of 06/15/2015, Common starting date is 01/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPIX (Delaware Inflation Protected Bond Inst) |
-3.79%
May 2012 – May 2015 |
1.37%
Nov 2009 – Nov 2014 |
3.19%
May 2005 – May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIPIX (Delaware Inflation Protected Bond Inst) |
10.84%
Nov 2008 – Nov 2011 |
8.38%
May 2007 – May 2012 |
3.53%
Feb 2005 – Feb 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart