Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSGGX (Delaware Small Cap Growth Fd Cl I) | NA | 4.59% | -12.56% | 5.42% | 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 |
|---|---|---|
| DSGGX (Delaware Small Cap Growth Fd Cl I) | 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 | 4.59 | -12.56 | 5.42 | NA | NA | NA | … | … | 5.43 | 25.19 | -45.15 | -6.73 | 96.88 | 31.16 | 1.33 | 34.62 | 7.89 |
| Sharpe Ratio | NA | 0.01 | -0.46 | 0.11 | NA | NA | NA | … | … | 0.40 | 1.02 | -0.99 | -0.23 | 2.34 | 1.37 | 0.00 | 2.19 | 0.90 |
| Standard Deviation(%) | NA | 17.14 | 32.55 | 33.39 | NA | NA | NA | … | … | 15.72 | 20.66 | 47.03 | 29.84 | 41.05 | 21.66 | 26.30 | 15.61 | 18.33 |
| Draw Down(%) | NA | 19.08 | 57.59 | 59.33 | NA | NA | NA | … | … | 9.16 | 19.08 | 48.77 | 25.58 | 35.92 | 16.15 | 30.42 | 7.00 | 15.10 |
| Yield(%) | 0.00 | 0.00 | 3.89 | 9.70 | 11.53 | 7.69 | 5.77 | … | … | 0.00 | 0.00 | 0.02 | 11.98 | 29.42 | 1.74 | 29.77 | 7.96 | 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 |
|---|---|---|---|---|
| DSGGX (Delaware Small Cap Growth Fd Cl I) |
-14.90%
Jan 2021 – Jan 2024 |
3.23%
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 |
|---|---|---|---|---|
| DSGGX (Delaware Small Cap Growth Fd Cl I) |
38.99%
Apr 2018 – Apr 2021 |
31.27%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart