Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DLHAX (DELAWARE HEALTHCARE FUND CLASS A) -3.57% 22.32% 10.54% 3.70% 7.74% 10.43% NA
Data as of 06/03/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
Name Start Date End Date
DLHAX (DELAWARE HEALTHCARE FUND CLASS A) 10/03/2007 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -2.25 22.32 10.54 3.70 7.74 10.43 NA -3.57 21.98 8.48 4.21 -9.26 -0.46 5.51 31.51 -0.85 31.93 -3.73 11.59 17.12 50.69 18.96 2.77 15.84 61.31 -12.81 2.66
Sharpe Ratio NA 1.40 0.60 0.09 0.35 NA NA -0.25 1.04 0.37 0.04 -0.51 -0.03 0.17 1.87 -0.12 2.96 -0.19 0.67 1.19 4.21 1.26 0.11 0.89 2.52 -0.42 0.53
Standard Deviation(%) NA 16.20 15.46 16.59 18.60 NA NA 17.16 18.40 13.17 12.71 21.00 16.35 30.60 16.09 19.29 10.62 21.24 17.26 14.35 12.04 15.14 25.47 17.65 24.29 33.06 16.86
Draw Down(%) NA 10.31 19.90 22.67 25.62 NA NA 10.31 14.42 12.82 9.67 17.81 15.25 25.62 9.83 19.89 4.24 16.16 16.92 8.76 4.84 12.91 22.72 14.54 21.49 34.64 3.64
Yield(%) 0.00 12.56 10.20 5.43 6.19 9.18 11.52 0.00 12.05 13.04 5.80 0.00 0.00 0.21 9.22 1.80 3.80 7.20 7.92 11.60 3.36 0.35 6.93 6.55 18.63 4.15 3.54
Data as of 06/03/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLHAX (DELAWARE HEALTHCARE FUND CLASS A) -5.05%
Nov 2020 – Nov 2023
-0.06%
May 2020 – May 2025
5.25%
Jul 2015 – Jul 2025
10.38%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLHAX (DELAWARE HEALTHCARE FUND CLASS A) 34.84%
Feb 2009 – Feb 2012
33.98%
Feb 2009 – Feb 2014
22.08%
Feb 2009 – Feb 2019
15.99%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return