Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSGFX (Delaware Small Cap Growth Fd Cl R) | NA | 4.21% | -12.97% | 4.92% | 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 |
|---|---|---|
| DSGFX (Delaware Small Cap Growth Fd Cl R) | 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 | 4.21 | -12.97 | 4.92 | NA | NA | NA | … | … | 5.20 | 24.60 | -45.40 | -7.26 | 96.05 | 30.50 | 0.81 | 34.06 | 7.54 |
| Sharpe Ratio | NA | -0.01 | -0.48 | 0.10 | NA | NA | NA | … | … | 0.37 | 0.99 | -1.00 | -0.24 | 2.32 | 1.35 | -0.02 | 2.17 | 0.86 |
| Standard Deviation(%) | NA | 17.23 | 32.60 | 33.42 | NA | NA | NA | … | … | 15.92 | 20.69 | 47.08 | 29.89 | 41.04 | 21.59 | 26.23 | 15.51 | 18.29 |
| Draw Down(%) | NA | 19.28 | 57.73 | 59.60 | NA | NA | NA | … | … | 9.13 | 19.28 | 48.85 | 25.94 | 35.88 | 16.22 | 30.48 | 6.93 | 15.12 |
| Yield(%) | 0.00 | 0.00 | 4.04 | 9.90 | 11.53 | 7.69 | 5.77 | … | … | 0.00 | 0.00 | 0.02 | 12.39 | 30.11 | 1.77 | 30.01 | 7.98 | 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 |
|---|---|---|---|---|
| DSGFX (Delaware Small Cap Growth Fd Cl R) |
-15.31%
Jan 2021 – Jan 2024 |
2.70%
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 |
|---|---|---|---|---|
| DSGFX (Delaware Small Cap Growth Fd Cl R) |
38.30%
Apr 2018 – Apr 2021 |
30.61%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart