Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPRRX (DELAWARE REIT FUND CLASS R) | 7.81% | 18.35% | 9.68% | 2.75% | 4.82% | 6.56% | 5.46% | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPRRX (DELAWARE REIT FUND CLASS R) | 06/19/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | 18.35 | 9.68 | 2.75 | 4.82 | 6.56 | 5.46 | … | … | 7.81 | 17.76 | -1.45 | 6.64 | -15.30 | 14.90 | 0.71 | 30.11 | -8.01 | 0.64 | 5.08 | 2.89 | 28.68 | 1.44 | 16.12 | 9.81 | 26.04 | 22.37 | -36.05 | -14.05 | 31.56 | 6.28 | 30.65 | 22.12 |
| Sharpe Ratio | NA | 2.34 | 0.78 | 0.07 | 0.24 | NA | NA | … | … | 2.22 | 1.61 | -0.57 | 0.30 | -0.95 | 1.58 | 0.02 | 2.64 | -0.57 | 0.00 | 0.30 | 0.16 | 2.58 | 0.09 | 1.20 | 0.33 | 0.95 | 0.36 | -0.52 | -0.68 | 1.94 | 0.27 | 1.78 | 4.53 |
| Standard Deviation(%) | NA | 7.71 | 9.38 | 11.55 | 13.61 | NA | NA | … | … | 9.23 | 9.30 | 8.85 | 10.07 | 17.76 | 9.41 | 22.74 | 10.87 | 16.50 | 10.04 | 16.26 | 17.54 | 11.13 | 15.32 | 13.51 | 29.21 | 27.28 | 62.59 | 71.05 | 25.30 | 14.59 | 14.75 | 16.68 | 9.84 |
| Draw Down(%) | NA | 5.48 | 11.16 | 23.28 | 31.43 | NA | NA | … | … | 5.48 | 7.53 | 8.31 | 10.62 | 20.14 | 5.49 | 31.43 | 4.53 | 13.94 | 6.34 | 14.64 | 16.94 | 7.51 | 17.26 | 8.89 | 22.32 | 15.86 | 40.41 | 60.75 | 27.24 | 9.75 | 12.80 | 18.26 | 3.81 |
| Yield(%) | 0.00 | 1.47 | 1.73 | 2.06 | 3.94 | 5.43 | 5.02 | … | … | 0.00 | 1.98 | 2.17 | 1.54 | 3.50 | 2.60 | 1.16 | 4.48 | 1.94 | 3.40 | 21.83 | 11.45 | 7.57 | 4.82 | 1.57 | 1.44 | 1.78 | 3.25 | 2.45 | 21.51 | 35.56 | 16.32 | 12.54 | 5.80 |
Data as of 06/05/2026, Common starting date is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRRX (DELAWARE REIT FUND CLASS R) |
-23.78%
Mar 2006 – Mar 2009 |
-9.15%
Mar 2004 – Mar 2009 |
2.58%
Jan 2015 – Jan 2025 |
4.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRRX (DELAWARE REIT FUND CLASS R) |
39.32%
Mar 2009 – Mar 2012 |
26.66%
Feb 2009 – Feb 2014 |
15.73%
Feb 2009 – Feb 2019 |
11.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart