Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPRSX (DELAWARE REIT FUND INSTITUTIONAL CLASS) | 8.97% | 20.08% | 10.55% | 3.52% | 5.44% | 7.16% | 6.03% | … | … |
Data as of 06/04/2026, Common starting date is 12/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPRSX (DELAWARE REIT FUND INSTITUTIONAL CLASS) | 12/05/1997 | 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 | 20.08 | 10.55 | 3.52 | 5.44 | 7.16 | 6.03 | … | … | 8.97 | 16.34 | -0.88 | 7.21 | -14.91 | 15.62 | 1.17 | 30.73 | -7.56 | 1.18 | 5.52 | 3.50 | 29.30 | 1.91 | 16.75 | 10.33 | 26.57 | 23.02 | -35.79 | -13.52 | 32.11 | 6.91 | 31.46 | 34.11 | 4.23 | 8.81 | 32.85 | -2.58 | -12.09 | 3.39 |
| Sharpe Ratio | NA | 2.34 | 0.82 | 0.11 | 0.28 | NA | NA | … | … | 2.17 | 1.52 | -0.51 | 0.35 | -0.93 | 1.66 | 0.04 | 2.69 | -0.55 | 0.05 | 0.33 | 0.20 | 2.62 | 0.12 | 1.25 | 0.35 | 0.97 | 0.37 | -0.52 | -0.66 | 1.98 | 0.32 | 1.83 | 2.96 | 0.22 | 0.63 | 2.63 | -0.61 | -1.13 | 1.13 |
| Standard Deviation(%) | NA | 7.86 | 9.41 | 11.55 | 13.57 | NA | NA | … | … | 9.45 | 9.42 | 8.86 | 10.11 | 17.67 | 9.41 | 22.68 | 10.88 | 16.30 | 9.98 | 16.28 | 17.53 | 11.16 | 15.27 | 13.52 | 29.22 | 27.25 | 62.56 | 71.01 | 25.35 | 14.55 | 14.70 | 16.69 | 11.28 | 13.75 | 10.22 | 10.88 | 9.73 | 13.78 | 53.21 |
| Draw Down(%) | NA | 5.68 | 10.95 | 22.59 | 31.40 | NA | NA | … | … | 5.68 | 7.55 | 8.22 | 10.26 | 19.76 | 5.47 | 31.40 | 4.51 | 13.88 | 6.31 | 14.54 | 16.63 | 7.43 | 17.16 | 8.82 | 22.27 | 15.84 | 40.27 | 60.69 | 26.96 | 9.63 | 12.71 | 18.20 | 6.63 | 17.46 | 11.89 | 6.92 | 17.58 | 22.81 | 9.64 |
| Yield(%) | 0.00 | 1.70 | 2.15 | 2.44 | 4.31 | 5.93 | 5.30 | … | … | 0.00 | 2.35 | 2.63 | 2.04 | 3.95 | 3.13 | 1.62 | 4.91 | 2.53 | 3.75 | 22.22 | 11.87 | 8.08 | 5.32 | 2.12 | 1.96 | 2.34 | 3.70 | 2.90 | 21.97 | 36.10 | 16.88 | 13.20 | 7.49 | 6.51 | 7.31 | 5.26 | 4.65 | 8.77 | 8.53 |
Data as of 06/04/2026, Common starting date is 12/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRSX (DELAWARE REIT FUND INSTITUTIONAL CLASS) |
-23.42%
Mar 2006 – Mar 2009 |
-8.69%
Mar 2004 – Mar 2009 |
3.10%
Jan 2015 – Jan 2025 |
4.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPRSX (DELAWARE REIT FUND INSTITUTIONAL CLASS) |
40.03%
Mar 2009 – Mar 2012 |
27.24%
Feb 2009 – Feb 2014 |
16.29%
Feb 2009 – Feb 2019 |
12.45%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart