Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DVZRX (Delaware Small Cap Value Fund Cl R6) | 1.99% | 11.39% | 9.71% | 15.37% | NA | NA | NA | 9.35% |
Data as of 07/07/2025, AR inception is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVZRX (Delaware Small Cap Value Fund Cl R6) | 05/05/2016 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.18 | 11.39 | 9.71 | 15.37 | NA | NA | NA | 9.35 | 1.99 | 11.32 | 11.46 | -12.10 | 34.40 | -1.06 | 28.39 | -17.33 | 12.19 | 26.92 |
| Sharpe Ratio | NA | 0.38 | 0.33 | 0.59 | NA | NA | NA | 0.32 | 0.16 | 0.42 | 0.40 | -0.53 | 1.56 | -0.03 | 1.68 | -1.10 | 0.98 | 2.69 |
| Standard Deviation(%) | NA | 23.32 | 21.16 | 22.47 | NA | NA | NA | 24.10 | 25.57 | 18.35 | 19.61 | 25.67 | 22.04 | 47.61 | 16.03 | 17.06 | 11.82 | 16.14 |
| Draw Down(%) | NA | 24.69 | 24.69 | 24.69 | NA | NA | NA | 46.44 | 22.05 | 10.42 | 18.09 | 23.65 | 11.57 | 46.44 | 9.92 | 26.36 | 7.03 | 8.76 |
| Yield(%) | 0.00 | 11.78 | 8.63 | 9.40 | 6.25 | 4.17 | 3.12 | 6.94 | 0.00 | 12.03 | 9.18 | 3.77 | 5.84 | 0.94 | 5.42 | 6.66 | 1.82 | 1.02 |
Data as of 07/07/2025, AR inception 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