Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLTZX (Delaware Limited-Term Diversified Income) | 0.50% | 3.60% | 4.82% | 2.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLTZX (Delaware Limited-Term Diversified Income) | 05/02/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.60 | 4.82 | 2.32 | NA | NA | NA | … | … | 0.50 | 5.49 | 4.87 | 5.39 | -3.87 | -0.35 | 4.46 | 4.74 | -0.59 | 0.46 |
| Sharpe Ratio | NA | 0.91 | 0.83 | -0.08 | NA | NA | NA | … | … | -0.55 | 1.25 | 0.58 | 0.59 | -1.93 | -0.30 | 1.57 | 1.78 | -1.14 | -0.05 |
| Standard Deviation(%) | NA | 1.89 | 2.21 | 2.34 | NA | NA | NA | … | … | 1.76 | 2.10 | 2.14 | 2.94 | 2.76 | 1.23 | 2.68 | 1.83 | 1.74 | 1.32 |
| Draw Down(%) | NA | 1.13 | 1.13 | 6.65 | NA | NA | NA | … | … | 1.13 | 0.76 | 0.77 | 1.40 | 6.01 | 0.88 | 5.15 | 0.84 | 1.13 | 0.50 |
| Yield(%) | 0.00 | 3.92 | 4.13 | 3.27 | 2.66 | 1.77 | 1.33 | … | … | 1.37 | 4.35 | 4.26 | 3.70 | 2.50 | 2.03 | 2.56 | 3.08 | 3.08 | 1.05 |
Data as of 06/04/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLTZX (Delaware Limited-Term Diversified Income) |
-0.48%
Oct 2019 – Oct 2022 |
0.49%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLTZX (Delaware Limited-Term Diversified Income) |
5.52%
Oct 2022 – Oct 2025 |
2.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart