Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVZRX (Delaware Small Cap Value Fund Cl R6) | 16.11% | 29.66% | 17.38% | 7.37% | 9.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVZRX (Delaware Small Cap Value Fund Cl R6) | 05/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 29.66 | 17.38 | 7.37 | 9.97 | NA | NA | … | … | 16.11 | 8.08 | 11.32 | 11.46 | -12.10 | 34.40 | -1.06 | 28.39 | -17.33 | 12.19 | 26.92 |
| Sharpe Ratio | NA | 1.57 | 0.74 | 0.23 | 0.36 | NA | NA | … | … | 2.22 | 0.24 | 0.42 | 0.40 | -0.53 | 1.56 | -0.03 | 1.68 | -1.10 | 0.98 | 2.69 |
| Standard Deviation(%) | NA | 16.45 | 19.26 | 20.98 | 23.57 | NA | NA | … | … | 17.09 | 21.35 | 18.35 | 19.61 | 25.67 | 22.04 | 47.61 | 16.03 | 17.06 | 11.82 | 16.14 |
| Draw Down(%) | NA | 9.40 | 24.69 | 24.69 | 46.44 | NA | NA | … | … | 9.40 | 22.05 | 10.42 | 18.09 | 23.65 | 11.57 | 46.44 | 9.92 | 26.36 | 7.03 | 8.76 |
| Yield(%) | 0.00 | 12.76 | 11.77 | 7.35 | 7.50 | 5.32 | 3.99 | … | … | 0.00 | 12.41 | 12.03 | 9.18 | 3.77 | 5.84 | 0.94 | 5.42 | 6.66 | 1.82 | 1.02 |
Data as of 06/04/2026, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVZRX (Delaware Small Cap Value Fund Cl R6) |
-9.60%
Mar 2017 – Mar 2020 |
2.52%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVZRX (Delaware Small Cap Value Fund Cl R6) |
21.80%
Mar 2020 – Mar 2023 |
16.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart