Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVRX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS R) | NA | 0.81% | -2.07% | -5.05% | -2.25% | 1.59% | 1.83% | … | … |
Data as of 07/23/2024, Common starting date is 08/04/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVRX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS R) | 08/04/2003 | 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 | 0.81 | -2.07 | -5.05 | -2.25 | 1.59 | 1.83 | … | … | 2.68 | 13.89 | -17.47 | 6.15 | -28.34 | 18.70 | -18.17 | 22.16 | 4.42 | 0.25 | -9.00 | 22.11 | 14.43 | -14.36 | 9.60 | 35.86 | -42.67 | 4.55 | 21.97 | 11.54 | 19.97 | 20.53 |
| Sharpe Ratio | NA | -0.34 | -0.30 | -0.27 | -0.17 | NA | NA | … | … | 0.13 | 0.78 | -0.86 | 0.55 | -0.61 | 1.65 | -1.38 | 2.67 | 0.25 | 0.01 | -0.79 | 1.78 | 0.90 | -0.54 | 0.43 | 1.25 | -1.05 | 0.09 | 1.28 | 0.96 | 1.54 | 5.17 |
| Standard Deviation(%) | NA | 10.63 | 15.66 | 24.62 | 19.88 | NA | NA | … | … | 9.24 | 12.49 | 21.95 | 11.05 | 46.67 | 10.49 | 14.13 | 8.08 | 16.95 | 15.26 | 11.37 | 12.41 | 16.13 | 26.60 | 22.24 | 28.53 | 41.29 | 17.95 | 14.62 | 9.78 | 12.32 | 10.95 |
| Draw Down(%) | NA | 12.86 | 33.07 | 50.92 | 54.87 | NA | NA | … | … | 5.20 | 14.00 | 30.58 | 9.57 | 50.92 | 5.84 | 26.10 | 2.83 | 12.21 | 16.27 | 16.58 | 9.07 | 14.88 | 30.19 | 18.25 | 23.58 | 53.17 | 13.38 | 16.86 | 6.35 | 9.32 | 3.94 |
| Yield(%) | 0.00 | 2.36 | 3.18 | 2.20 | 1.75 | 2.23 | 3.94 | … | … | 0.87 | 1.77 | 1.02 | 7.13 | 0.96 | 2.79 | 1.61 | 1.49 | 1.91 | 1.03 | 1.65 | 0.94 | 1.19 | 1.35 | 0.82 | 2.44 | 1.87 | 5.70 | 30.25 | 6.55 | 1.14 | 1.48 |
Data as of 07/23/2024, Common starting date is 08/04/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVRX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS R) |
-17.47%
Sep 2019 – Sep 2022 |
-11.78%
Sep 2017 – Sep 2022 |
-2.94%
Oct 2013 – Oct 2023 |
-3.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVRX (DELAWARE INTERNATIONAL VALUE EQUITY FUND CLASS R) |
21.82%
May 2004 – May 2007 |
16.86%
Feb 2009 – Feb 2014 |
8.60%
Feb 2009 – Feb 2019 |
5.54%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart