Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUGRX (DELAWARE STRATEGIC INCOME FUND CLASS R) | 0.35% | 5.77% | 6.72% | 2.17% | 3.21% | 3.13% | 4.19% | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUGRX (DELAWARE STRATEGIC INCOME FUND CLASS R) | 06/19/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.77 | 6.72 | 2.17 | 3.21 | 3.13 | 4.19 | … | … | 0.35 | 7.63 | 6.13 | 9.18 | -10.83 | 0.82 | 9.86 | 11.89 | -4.90 | 5.48 | 2.03 | -0.76 | 5.73 | -1.88 | 5.55 | 7.10 | 7.59 | 19.75 | -1.78 | 4.77 | 2.69 | 1.80 | 3.51 | -1.48 |
| Sharpe Ratio | NA | 1.56 | 1.04 | -0.07 | 0.40 | NA | NA | … | … | -0.43 | 1.63 | 0.68 | 1.08 | -2.34 | 0.40 | 1.20 | 4.52 | -2.76 | 2.08 | 0.59 | -0.23 | 2.28 | -0.56 | 1.85 | 1.64 | 1.82 | 4.31 | -0.42 | 0.42 | -0.20 | -0.11 | 0.60 | -0.64 |
| Standard Deviation(%) | NA | 2.74 | 3.79 | 4.06 | 4.12 | NA | NA | … | … | 3.12 | 2.92 | 3.66 | 5.14 | 5.25 | 1.96 | 7.96 | 2.31 | 2.29 | 2.33 | 3.06 | 3.45 | 2.51 | 3.42 | 2.99 | 4.31 | 4.11 | 4.56 | 6.58 | 3.84 | 3.71 | 4.05 | 4.22 | 5.28 |
| Draw Down(%) | NA | 2.44 | 3.75 | 16.48 | 16.88 | NA | NA | … | … | 2.44 | 3.34 | 2.40 | 3.75 | 15.66 | 2.10 | 16.88 | 0.86 | 5.42 | 1.68 | 3.93 | 3.16 | 1.39 | 6.23 | 1.63 | 2.46 | 3.73 | 3.12 | 8.96 | 2.69 | 2.96 | 3.36 | 4.44 | 4.71 |
| Yield(%) | 0.00 | 5.39 | 5.60 | 4.29 | 4.03 | 3.64 | 4.28 | … | … | 1.90 | 5.91 | 5.69 | 4.85 | 3.69 | 3.45 | 4.03 | 4.38 | 3.92 | 3.95 | 2.29 | 2.43 | 3.16 | 2.71 | 2.80 | 3.34 | 3.97 | 5.30 | 4.79 | 4.48 | 4.04 | 4.12 | 4.10 | 1.86 |
Data as of 06/04/2026, Common starting date is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUGRX (DELAWARE STRATEGIC INCOME FUND CLASS R) |
-1.55%
Oct 2020 – Oct 2023 |
0.17%
Mar 2015 – Mar 2020 |
1.14%
Sep 2012 – Sep 2022 |
3.10%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUGRX (DELAWARE STRATEGIC INCOME FUND CLASS R) |
12.70%
Oct 2008 – Oct 2011 |
8.58%
Oct 2008 – Oct 2013 |
5.33%
Jun 2006 – Jun 2016 |
4.91%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart