Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUGAX (DELAWARE U.S. GROWTH FUND CLASS A) | NA | -23.11% | -39.14% | -23.87% | -7.02% | -2.88% | 0.03% | … | … |
Data as of 02/27/2023, Common starting date is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUGAX (DELAWARE U.S. GROWTH FUND CLASS A) | 12/30/1993 | 02/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | -23.11 | -39.14 | -23.87 | -7.02 | -2.88 | 0.03 | … | … | 8.43 | -38.97 | -84.10 | 44.17 | 26.85 | -3.50 | 27.88 | -5.39 | 4.88 | 12.44 | 33.86 | 15.67 | 7.73 | 14.20 | 44.00 | -43.67 | 12.88 | 2.27 | 13.68 | 3.01 | 23.28 | -29.01 | -24.35 | -7.60 | 40.34 | 29.57 | 30.93 | 19.56 | 23.94 | -3.39 | 0.00 |
| Sharpe Ratio | NA | -0.75 | -0.42 | -0.34 | -0.14 | NA | NA | … | … | 2.97 | -1.14 | -0.52 | 1.24 | 1.79 | -0.23 | 2.95 | -0.36 | 0.29 | 0.91 | 2.89 | 1.15 | 0.32 | 0.78 | 1.72 | -1.05 | 0.62 | -0.08 | 0.95 | 0.16 | 1.32 | -1.17 | -1.08 | -0.35 | 1.73 | 1.14 | 1.34 | 1.08 | 1.26 | -0.46 | NA |
| Standard Deviation(%) | NA | 34.01 | 94.01 | 73.56 | 52.88 | NA | NA | … | … | 21.72 | 35.48 | 161.07 | 35.38 | 14.20 | 20.78 | 9.29 | 15.67 | 16.98 | 13.71 | 11.70 | 13.73 | 23.90 | 18.01 | 25.46 | 42.16 | 15.91 | 13.34 | 12.10 | 13.22 | 17.10 | 25.66 | 25.08 | 33.55 | 21.49 | 23.07 | 20.39 | 14.81 | 15.98 | 13.80 | 0.00 |
| Draw Down(%) | NA | 34.07 | 88.17 | 88.17 | 88.17 | NA | NA | … | … | 6.26 | 42.40 | 86.31 | 30.83 | 7.54 | 20.45 | 3.01 | 13.38 | 14.57 | 7.77 | 6.78 | 11.37 | 15.87 | 14.52 | 18.04 | 53.25 | 7.28 | 14.90 | 8.35 | 16.71 | 10.89 | 37.26 | 39.32 | 28.57 | 10.79 | 29.21 | 11.57 | 11.22 | 9.80 | 12.74 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 22.94 | 16.65 | 15.72 | 13.97 | 16.35 | … | … | 0.00 | 0.00 | 40.79 | 15.21 | 13.47 | 18.54 | 14.89 | 7.05 | 11.79 | 3.22 | 0.00 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.23 | 4.38 | 0.00 | 49.49 | 11.30 | 0.00 | 0.00 | 0.10 |
Data as of 02/27/2023, Common starting date is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUGAX (DELAWARE U.S. GROWTH FUND CLASS A) |
-41.33%
Dec 2019 – Dec 2022 |
-24.38%
Sep 2017 – Sep 2022 |
-7.57%
Sep 2012 – Sep 2022 |
-4.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUGAX (DELAWARE U.S. GROWTH FUND CLASS A) |
40.11%
Mar 1997 – Mar 2000 |
31.46%
Feb 1995 – Feb 2000 |
16.52%
Feb 2009 – Feb 2019 |
11.90%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart