Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DLMIX (DELAWARE MID CAP VALUE FUND INSTITUTIONAL CLASS) | NA | -3.96% | 25.09% | 5.37% | 8.29% | 7.91% | NA | 7.68% |
Data as of 03/14/2023, AR inception is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLMIX (DELAWARE MID CAP VALUE FUND INSTITUTIONAL CLASS) | 02/12/2008 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.10 | -3.96 | 25.09 | 5.37 | 8.29 | 7.91 | NA | 7.68 | -1.74 | -9.29 | 28.88 | 0.05 | 29.03 | -15.33 | 17.11 | 18.89 | -0.26 | 6.99 | 29.37 | 13.40 | -5.62 | 28.06 | 30.12 | -31.57 |
| Sharpe Ratio | NA | -0.26 | 0.65 | 0.17 | 0.37 | NA | NA | 0.30 | -0.89 | -0.42 | 1.66 | 0.00 | 2.03 | -1.02 | 1.80 | 1.15 | -0.02 | 0.55 | 2.33 | 0.91 | -0.20 | 1.36 | 0.97 | -0.79 |
| Standard Deviation(%) | NA | 24.97 | 28.15 | 25.57 | 20.54 | NA | NA | 23.68 | 16.79 | 25.77 | 17.42 | 43.14 | 13.58 | 16.26 | 9.19 | 16.16 | 15.95 | 12.77 | 12.61 | 14.73 | 28.61 | 20.63 | 31.10 | 44.77 |
| Draw Down(%) | NA | 19.13 | 22.53 | 46.28 | 46.28 | NA | NA | 53.31 | 9.89 | 20.07 | 7.39 | 46.28 | 8.44 | 24.54 | 4.89 | 13.53 | 12.80 | 11.06 | 7.51 | 11.17 | 27.96 | 16.00 | 28.57 | 50.88 |
| Yield(%) | 1.48 | 6.38 | 6.59 | 3.28 | 8.56 | 8.03 | 5.83 | 7.77 | 1.52 | 4.61 | 2.31 | 2.16 | 0.41 | 3.51 | 1.72 | 2.02 | 6.25 | 21.38 | 65.30 | 3.99 | 0.38 | 0.55 | 0.97 | 0.46 |
Data as of 03/14/2023, AR inception is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMIX (DELAWARE MID CAP VALUE FUND INSTITUTIONAL CLASS) |
-7.50%
Mar 2017 - Mar 2020 |
-0.89%
Mar 2015 - Mar 2020 |
5.49%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMIX (DELAWARE MID CAP VALUE FUND INSTITUTIONAL CLASS) |
28.19%
Feb 2009 - Feb 2012 |
23.30%
Feb 2009 - Feb 2014 |
15.19%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart