Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSGEX (Delaware Small Cap Growth Fd Cl C) | NA | 3.77% | -13.39% | 4.40% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 07/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSGEX (Delaware Small Cap Growth Fd Cl C) | 07/06/2016 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.77 | -13.39 | 4.40 | NA | NA | NA | … | … | 5.05 | 23.92 | -45.67 | -7.76 | 95.07 | 29.79 | 0.33 | 33.34 | 7.30 |
| Sharpe Ratio | NA | -0.04 | -0.49 | 0.08 | NA | NA | NA | … | … | 0.35 | 0.96 | -1.00 | -0.26 | 2.30 | 1.31 | -0.04 | 2.13 | 0.83 |
| Standard Deviation(%) | NA | 17.21 | 32.60 | 33.42 | NA | NA | NA | … | … | 15.83 | 20.69 | 47.09 | 29.91 | 41.03 | 21.71 | 26.27 | 15.41 | 18.23 |
| Draw Down(%) | NA | 19.35 | 57.88 | 59.90 | NA | NA | NA | … | … | 9.25 | 19.35 | 48.99 | 26.28 | 35.93 | 16.29 | 30.58 | 7.05 | 15.23 |
| Yield(%) | 0.00 | 0.00 | 4.19 | 10.11 | 11.53 | 7.69 | 5.77 | … | … | 0.00 | 0.00 | 0.02 | 12.82 | 30.81 | 1.80 | 30.25 | 8.00 | 4.08 |
Data as of 07/23/2024, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSGEX (Delaware Small Cap Growth Fd Cl C) |
-15.76%
Jan 2021 – Jan 2024 |
2.20%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSGEX (Delaware Small Cap Growth Fd Cl C) |
37.61%
Apr 2018 – Apr 2021 |
29.97%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart