Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLMCX (DELAWARE MID CAP VALUE FUND CLASS C) | NA | -4.96% | 23.40% | 4.15% | 7.12% | NA | NA | … | … |
Data as of 03/14/2023, Common starting date is 08/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLMCX (DELAWARE MID CAP VALUE FUND CLASS C) | 08/04/2008 | 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 (%) | -5.16 | -4.96 | 23.40 | 4.15 | 7.12 | NA | NA | … | … | -2.09 | -10.07 | 28.10 | -1.07 | 27.97 | -16.15 | 15.74 | 17.81 | -1.15 | 5.77 | 28.19 | 12.23 | -6.49 | 26.75 | 28.80 | -29.14 |
| Sharpe Ratio | NA | -0.31 | 0.59 | 0.12 | 0.32 | NA | NA | … | … | -0.98 | -0.45 | 1.59 | -0.03 | 1.95 | -1.08 | 1.67 | 1.10 | -0.07 | 0.45 | 2.23 | 0.83 | -0.23 | 1.30 | 0.92 | -0.92 |
| Standard Deviation(%) | NA | 24.68 | 28.06 | 25.52 | 20.50 | NA | NA | … | … | 16.95 | 25.45 | 17.61 | 43.02 | 13.59 | 16.14 | 9.11 | 16.00 | 16.06 | 12.78 | 12.64 | 14.78 | 28.54 | 20.57 | 31.19 | 61.95 |
| Draw Down(%) | NA | 19.56 | 22.43 | 46.37 | 46.37 | NA | NA | … | … | 10.06 | 20.69 | 7.53 | 46.37 | 8.61 | 25.08 | 5.05 | 13.71 | 12.96 | 11.22 | 7.57 | 11.44 | 28.36 | 16.31 | 28.74 | 46.95 |
| Yield(%) | 1.43 | 5.65 | 4.88 | 2.49 | 8.20 | 7.43 | 5.57 | … | … | 1.47 | 3.98 | 1.82 | 0.46 | 0.00 | 3.23 | 1.09 | 1.21 | 6.12 | 21.61 | 65.24 | 3.16 | 0.00 | 0.00 | 0.00 | 0.10 |
Data as of 03/14/2023, Common starting date is 08/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMCX (DELAWARE MID CAP VALUE FUND CLASS C) |
-8.43%
Mar 2017 – Mar 2020 |
-1.88%
Mar 2015 – Mar 2020 |
4.45%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMCX (DELAWARE MID CAP VALUE FUND CLASS C) |
26.84%
Feb 2009 – Feb 2012 |
22.06%
Feb 2009 – Feb 2014 |
14.04%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart