Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUGCX (Delaware Core Plus Bond Fund Class) | 0.17% | 5.45% | 6.21% | 1.69% | 2.71% | 2.63% | 3.68% | … | … |
Data as of 06/03/2026, Common starting date is 11/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUGCX (Delaware Core Plus Bond Fund Class) | 11/29/1995 | 06/03/2026 |
| 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.45 | 6.21 | 1.69 | 2.71 | 2.63 | 3.68 | … | … | 0.17 | 6.99 | 5.76 | 8.45 | -11.16 | 0.29 | 9.23 | 11.68 | -5.37 | 4.94 | 1.53 | -1.26 | 5.04 | -2.24 | 4.91 | 6.71 | 7.09 | 18.83 | -2.24 | 4.27 | 2.17 | 1.40 | 3.10 | 1.42 | 9.09 | 6.46 | 11.32 | -3.26 | 6.38 | 7.54 | 2.11 | 1.50 |
| Sharpe Ratio | NA | 1.49 | 0.94 | -0.20 | 0.28 | NA | NA | … | … | -0.48 | 1.51 | 0.58 | 0.97 | -2.42 | 0.14 | 1.14 | 4.33 | -2.98 | 1.90 | 0.43 | -0.37 | 2.07 | -0.68 | 1.62 | 1.57 | 1.72 | 4.16 | -0.49 | 0.30 | -0.33 | -0.22 | 0.51 | 0.14 | 1.75 | 0.74 | 1.60 | -1.51 | 0.61 | 1.04 | -0.33 | 3.84 |
| Standard Deviation(%) | NA | 2.52 | 3.69 | 3.98 | 4.05 | NA | NA | … | … | 2.97 | 2.73 | 3.69 | 4.97 | 5.22 | 1.93 | 7.82 | 2.36 | 2.28 | 2.27 | 3.05 | 3.47 | 2.42 | 3.35 | 3.02 | 4.26 | 4.08 | 4.50 | 6.46 | 3.76 | 3.83 | 3.99 | 4.19 | 4.88 | 4.53 | 5.54 | 4.44 | 4.39 | 4.73 | 3.70 | 4.61 | 4.09 |
| Draw Down(%) | NA | 2.48 | 3.85 | 16.85 | 16.85 | NA | NA | … | … | 2.48 | 3.39 | 2.41 | 3.92 | 15.88 | 2.19 | 16.84 | 0.86 | 5.85 | 1.68 | 4.11 | 3.61 | 1.39 | 6.30 | 1.75 | 2.50 | 3.77 | 3.30 | 9.42 | 2.73 | 3.23 | 3.64 | 4.47 | 5.19 | 2.64 | 4.66 | 2.84 | 4.99 | 4.50 | 2.08 | 4.10 | 0.87 |
| Yield(%) | 0.00 | 4.96 | 5.11 | 3.86 | 3.59 | 3.17 | 3.74 | … | … | 1.73 | 5.45 | 5.21 | 4.31 | 3.27 | 2.94 | 3.44 | 4.16 | 3.47 | 3.42 | 1.79 | 1.93 | 2.61 | 2.25 | 2.29 | 2.83 | 3.47 | 4.74 | 4.35 | 4.01 | 3.54 | 3.73 | 3.71 | 3.44 | 4.42 | 4.83 | 5.75 | 5.43 | 5.81 | 6.26 | 6.29 | 0.62 |
Data as of 06/03/2026, Common starting date is 11/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUGCX (Delaware Core Plus Bond Fund Class) |
-2.02%
Oct 2020 – Oct 2023 |
-0.28%
Mar 2015 – Mar 2020 |
0.65%
Sep 2012 – Sep 2022 |
2.60%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUGCX (Delaware Core Plus Bond Fund Class) |
12.16%
Oct 2008 – Oct 2011 |
8.03%
Oct 2008 – Oct 2013 |
5.66%
Apr 2000 – Apr 2010 |
5.41%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart