Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XDWIX (Delaware Wilshire Private Markets Fund) | NA | 8.83% | NA | NA | NA | NA | NA | … | … |
Data as of 03/14/2024, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XDWIX (Delaware Wilshire Private Markets Fund) | 06/23/2021 | 03/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.83 | NA | NA | NA | NA | NA | … | … | 3.34 | -2.92 | -1.63 | -100.00 |
| Sharpe Ratio | NA | 0.33 | NA | NA | NA | NA | NA | … | … | 0.31 | -0.30 | -0.12 | NA |
| Standard Deviation(%) | NA | 15.30 | NA | NA | NA | NA | NA | … | … | 34.24 | 24.18 | 24.04 | NA |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | … | … | 2.85 | 8.29 | 4.90 | 101.15 |
| Yield(%) | 0.00 | 0.00 | 11,589.91 | 6,953.95 | 3,476.97 | 2,317.98 | 1,738.49 | … | … | 0.00 | 0.00 | 0.00 | 34,769.73 |
Data as of 03/14/2024, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDWIX (Delaware Wilshire Private Markets Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDWIX (Delaware Wilshire Private Markets Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart