Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLMAX (DELAWARE MID CAP VALUE FUND CLASS A) | NA | -4.12% | 24.70% | 5.07% | 8.02% | 7.65% | NA | … | … |
Data as of 03/14/2023, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLMAX (DELAWARE MID CAP VALUE FUND CLASS A) | 02/12/2008 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.09 | -4.12 | 24.70 | 5.07 | 8.02 | 7.65 | NA | … | … | -1.79 | -9.50 | 31.13 | 0.44 | 28.92 | -15.56 | 16.84 | 18.61 | -0.32 | 6.71 | 28.85 | 13.14 | -5.77 | 27.63 | 29.84 | -31.74 |
| Sharpe Ratio | NA | -0.25 | 0.64 | 0.16 | 0.36 | NA | NA | … | … | -0.73 | -0.43 | 1.80 | 0.00 | 1.99 | -1.05 | 1.78 | 1.14 | -0.02 | 0.53 | 2.30 | 0.89 | -0.20 | 1.34 | 0.96 | -0.80 |
| Standard Deviation(%) | NA | 24.82 | 28.08 | 25.55 | 20.52 | NA | NA | … | … | 16.83 | 25.62 | 17.27 | 43.12 | 13.77 | 16.16 | 9.12 | 16.15 | 16.03 | 12.71 | 12.51 | 14.75 | 28.65 | 20.51 | 31.02 | 44.75 |
| Draw Down(%) | NA | 19.25 | 22.53 | 46.36 | 46.36 | NA | NA | … | … | 9.92 | 20.28 | 7.39 | 46.36 | 8.44 | 24.48 | 4.90 | 13.53 | 12.82 | 11.09 | 7.43 | 11.27 | 28.08 | 16.12 | 28.57 | 50.88 |
| Yield(%) | 1.42 | 6.09 | 5.96 | 2.94 | 8.39 | 7.80 | 5.65 | … | … | 1.46 | 4.38 | 2.04 | 1.62 | 0.10 | 3.29 | 1.45 | 1.74 | 5.99 | 21.12 | 65.02 | 3.72 | 0.14 | 0.27 | 0.69 | 0.37 |
Data as of 03/14/2023, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMAX (DELAWARE MID CAP VALUE FUND CLASS A) |
-7.73%
Mar 2017 – Mar 2020 |
-1.09%
Mar 2015 – Mar 2020 |
5.24%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMAX (DELAWARE MID CAP VALUE FUND CLASS A) |
27.89%
Feb 2009 – Feb 2012 |
23.01%
Feb 2009 – Feb 2014 |
14.91%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart