Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPRCX (DELAWARE REIT FUND CLASS C) | 8.98% | 19.37% | 9.61% | 2.56% | 4.43% | 6.12% | 5.00% | … | … |
Data as of 06/04/2026, Common starting date is 12/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPRCX (DELAWARE REIT FUND CLASS C) | 12/08/1997 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.37 | 9.61 | 2.56 | 4.43 | 6.12 | 5.00 | … | … | 8.98 | 17.14 | -1.92 | 6.17 | -15.81 | 14.44 | 0.14 | 29.43 | -8.45 | 0.19 | 4.46 | 2.43 | 28.05 | 0.93 | 15.57 | 9.27 | 25.33 | 21.77 | -36.40 | -14.39 | 30.83 | 5.87 | 30.11 | 32.71 | 3.19 | 7.70 | 31.53 | -3.58 | -12.98 | 2.70 |
| Sharpe Ratio | NA | 2.29 | 0.73 | 0.03 | 0.20 | NA | NA | … | … | 2.24 | 1.54 | -0.63 | 0.25 | -0.98 | 1.52 | 0.00 | 2.56 | -0.60 | -0.05 | 0.26 | 0.14 | 2.51 | 0.06 | 1.16 | 0.32 | 0.93 | 0.35 | -0.52 | -0.70 | 1.89 | 0.24 | 1.75 | 2.85 | 0.15 | 0.52 | 2.48 | -0.71 | -1.19 | 5.73 |
| Standard Deviation(%) | NA | 7.74 | 9.39 | 11.54 | 13.59 | NA | NA | … | … | 9.17 | 9.29 | 8.86 | 10.08 | 17.69 | 9.46 | 22.71 | 10.94 | 16.43 | 9.93 | 16.24 | 17.57 | 11.15 | 15.26 | 13.54 | 29.29 | 27.24 | 62.67 | 71.07 | 25.32 | 14.56 | 14.76 | 16.65 | 11.22 | 13.77 | 10.26 | 10.99 | 9.75 | 13.78 | 8.41 |
| Draw Down(%) | NA | 5.35 | 11.36 | 23.84 | 31.48 | NA | NA | … | … | 5.35 | 7.53 | 8.38 | 10.96 | 20.36 | 5.54 | 31.48 | 4.54 | 13.98 | 6.37 | 14.72 | 17.18 | 7.51 | 17.39 | 9.02 | 22.34 | 15.99 | 40.47 | 60.81 | 27.54 | 9.78 | 12.85 | 18.26 | 6.63 | 17.72 | 11.93 | 7.22 | 17.99 | 23.27 | 1.20 |
| Yield(%) | 0.00 | 1.16 | 1.22 | 1.63 | 3.51 | 4.89 | 4.72 | … | … | 0.00 | 1.50 | 1.68 | 0.91 | 3.04 | 1.97 | 0.67 | 4.00 | 1.17 | 3.05 | 21.38 | 11.01 | 7.06 | 4.30 | 1.03 | 0.94 | 1.23 | 2.78 | 1.99 | 21.03 | 35.03 | 15.88 | 12.13 | 6.38 | 5.48 | 6.28 | 4.10 | 3.59 | 7.92 | 8.52 |
Data as of 06/04/2026, Common starting date is 12/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRCX (DELAWARE REIT FUND CLASS C) |
-24.15%
Mar 2006 – Mar 2009 |
-9.57%
Mar 2004 – Mar 2009 |
2.06%
Jan 2015 – Jan 2025 |
3.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRCX (DELAWARE REIT FUND CLASS C) |
38.61%
Mar 2009 – Mar 2012 |
26.00%
Feb 2009 – Feb 2014 |
15.15%
Feb 2009 – Feb 2019 |
11.33%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart