Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVEAX (DELAWARE SELECT GROWTH FUND CLASS A) | NA | 19.35% | -10.65% | 2.64% | 5.81% | 10.49% | 8.36% | … | … |
Data as of 07/23/2024, Common starting date is 05/16/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVEAX (DELAWARE SELECT GROWTH FUND CLASS A) | 05/16/1994 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.35 | -10.65 | 2.64 | 5.81 | 10.49 | 8.36 | … | … | 11.52 | 36.82 | -50.37 | 2.95 | 45.65 | 27.48 | -2.64 | 22.19 | -1.70 | 0.01 | 6.79 | 31.53 | 15.31 | 7.42 | 26.25 | 56.96 | -44.30 | 9.62 | 1.28 | 17.21 | 7.98 | 37.97 | -32.85 | -24.67 | -22.33 | 69.05 | 33.88 | 30.53 | 10.86 | 19.09 | -1.00 |
| Sharpe Ratio | NA | 1.21 | -0.43 | 0.03 | 0.19 | NA | NA | … | … | 1.47 | 1.87 | -1.13 | 0.12 | 1.24 | 1.69 | -0.19 | 2.26 | -0.11 | 0.00 | 0.49 | 2.53 | 1.13 | 0.31 | 1.40 | 2.05 | -1.00 | 0.39 | -0.14 | 1.15 | 0.44 | 1.90 | -1.17 | -0.81 | -0.58 | 2.84 | 1.13 | 1.01 | 0.25 | 0.88 | -0.29 |
| Standard Deviation(%) | NA | 12.67 | 30.41 | 30.29 | 24.31 | NA | NA | … | … | 12.28 | 17.59 | 46.08 | 25.27 | 36.33 | 15.45 | 20.66 | 9.60 | 17.21 | 16.88 | 13.74 | 12.43 | 13.67 | 24.22 | 18.66 | 27.70 | 45.08 | 16.96 | 14.60 | 13.03 | 15.90 | 19.60 | 28.98 | 33.80 | 45.35 | 23.15 | 27.00 | 26.60 | 28.80 | 17.36 | 16.56 |
| Draw Down(%) | NA | 9.71 | 57.92 | 57.92 | 57.92 | NA | NA | … | … | 6.77 | 10.06 | 52.12 | 18.11 | 32.53 | 11.14 | 21.05 | 3.32 | 15.54 | 15.85 | 10.21 | 7.35 | 12.15 | 18.11 | 11.91 | 20.27 | 56.31 | 9.70 | 17.35 | 10.18 | 18.35 | 13.46 | 42.32 | 45.67 | 43.79 | 12.24 | 36.41 | 22.93 | 23.11 | 12.59 | 11.30 |
| Yield(%) | 0.00 | 0.00 | 1.74 | 8.20 | 9.01 | 15.26 | 12.78 | … | … | 0.00 | 0.00 | 0.00 | 5.82 | 29.71 | 9.25 | 25.19 | 6.75 | 13.76 | 20.05 | 11.60 | 4.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2024, Common starting date is 05/16/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVEAX (DELAWARE SELECT GROWTH FUND CLASS A) |
-30.72%
Feb 2000 – Feb 2003 |
-13.60%
Mar 2000 – Mar 2005 |
-5.38%
Feb 2000 – Feb 2010 |
1.58%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVEAX (DELAWARE SELECT GROWTH FUND CLASS A) |
57.67%
Mar 1997 – Mar 2000 |
35.19%
Feb 1995 – Feb 2000 |
18.05%
Feb 2009 – Feb 2019 |
13.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
