Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DPREX (DELAWARE REIT FUND CLASS A) | 7.41% | 7.74% | 1.26% | 4.70% | 4.36% | 6.98% | 5.38% | 9.11% |
Data as of 06/20/2025, AR inception is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPREX (DELAWARE REIT FUND CLASS A) | 12/26/1995 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | 7.74 | 1.26 | 4.70 | 4.36 | 6.98 | 5.38 | 9.11 | 7.41 | -1.23 | 7.01 | -15.14 | 15.25 | 0.90 | 30.42 | -7.79 | 1.00 | 5.22 | 3.20 | 28.97 | 1.70 | 16.41 | 10.09 | 26.35 | 22.71 | -35.92 | -13.77 | 31.83 | 6.61 | 31.11 | 33.77 | 3.19 | 8.45 | 32.50 | -2.80 | -12.38 | 31.34 | 41.81 | 1.47 |
| Sharpe Ratio | NA | 0.45 | -0.15 | 0.22 | 0.20 | NA | NA | 0.32 | 1.16 | -0.88 | 0.28 | -0.94 | 1.61 | 0.03 | 2.66 | -0.56 | 0.04 | 0.31 | 0.18 | 2.59 | 0.11 | 1.22 | 0.34 | 0.97 | 0.36 | -0.52 | -0.66 | 1.97 | 0.30 | 1.81 | 2.92 | 0.15 | 0.61 | 2.63 | -0.62 | -1.14 | 2.98 | 6.10 | 42.67 |
| Standard Deviation(%) | NA | 10.03 | 12.50 | 11.98 | 14.45 | NA | NA | 23.00 | 11.68 | 8.89 | 10.06 | 17.68 | 9.46 | 22.75 | 10.93 | 16.33 | 10.07 | 16.27 | 17.50 | 11.18 | 15.25 | 13.56 | 29.20 | 27.21 | 62.44 | 70.99 | 25.33 | 14.55 | 14.72 | 16.67 | 11.34 | 13.77 | 10.26 | 10.81 | 9.73 | 13.77 | 9.30 | 6.22 | 5.56 |
| Draw Down(%) | NA | 10.98 | 17.56 | 22.94 | 31.40 | NA | NA | 71.12 | 7.52 | 8.18 | 10.42 | 19.95 | 5.49 | 31.40 | 4.53 | 13.89 | 6.33 | 14.58 | 16.77 | 7.45 | 17.26 | 8.90 | 22.24 | 15.81 | 40.33 | 60.65 | 27.09 | 9.70 | 12.74 | 18.17 | 6.63 | 17.97 | 11.88 | 7.05 | 17.64 | 22.96 | 7.69 | 3.28 | 0.00 |
| Yield(%) | 0.00 | 1.65 | 2.61 | 2.83 | 5.16 | 6.75 | 5.60 | 11.98 | 0.48 | 2.39 | 1.82 | 3.74 | 2.87 | 1.39 | 4.69 | 2.25 | 3.58 | 22.05 | 11.68 | 7.83 | 5.07 | 1.85 | 1.70 | 2.06 | 3.48 | 2.68 | 21.76 | 35.86 | 16.64 | 12.94 | 7.21 | 5.44 | 7.05 | 4.96 | 4.35 | 8.55 | 11.14 | 14.67 | 0.98 |
Data as of 06/20/2025, AR inception is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPREX (DELAWARE REIT FUND CLASS A) |
-23.57%
Mar 2006 - Mar 2009 |
-8.89%
Mar 2004 - Mar 2009 |
2.84%
Jan 2015 - Jan 2025 |
4.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPREX (DELAWARE REIT FUND CLASS A) |
39.66%
Mar 2009 - Mar 2012 |
26.95%
Feb 2009 - Feb 2014 |
17.07%
Mar 1996 - Mar 2006 |
12.11%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart