Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DPFIX (Delaware Core Bond A) | NA | 2.85% | 1.80% | 3.59% | 4.15% | 5.14% | NA | … | … |
Data as of 10/29/2014, Common starting date is 03/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DPFIX (Delaware Core Bond A) | 03/21/1997 | 10/29/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.85 | 1.80 | 3.59 | 4.15 | 5.14 | NA | … | … | 3.99 | -4.24 | 4.92 | 7.79 | 5.68 | 12.20 | 1.63 | 5.16 | 3.21 | 1.81 | 3.92 | 5.81 | 7.04 | 8.52 | 10.60 | 0.47 | 7.10 | 6.81 |
| Sharpe Ratio | NA | 0.91 | 0.58 | 0.95 | 0.79 | NA | NA | … | … | 1.52 | -1.12 | 1.61 | 1.80 | 1.36 | 2.40 | 0.11 | 0.59 | -0.03 | -0.13 | 0.85 | 1.31 | 1.70 | 1.52 | 1.81 | -0.77 | 1.13 | 1.81 |
| Standard Deviation(%) | NA | 3.11 | 3.39 | 3.74 | 4.02 | NA | NA | … | … | 3.16 | 3.82 | 3.05 | 4.30 | 4.11 | 5.04 | 6.19 | 3.65 | 2.59 | 2.85 | 3.49 | 3.90 | 3.50 | 4.13 | 3.62 | 3.56 | 3.35 | 2.92 |
| Draw Down(%) | NA | 1.61 | 6.23 | 6.23 | 6.36 | NA | NA | … | … | 1.61 | 6.23 | 1.56 | 2.17 | 3.56 | 3.43 | 6.36 | 2.28 | 1.48 | 1.81 | 3.98 | 3.67 | 2.37 | 2.69 | 2.43 | 2.83 | 2.34 | 1.09 |
| Yield(%) | 0.00 | 1.94 | 3.96 | 3.56 | 3.99 | 4.73 | 4.30 | … | … | 1.51 | 1.56 | 5.25 | 5.70 | 2.95 | 4.06 | 4.98 | 5.23 | 3.83 | 4.41 | 4.53 | 4.36 | 5.24 | 6.03 | 6.51 | 6.05 | 7.49 | 4.55 |
Data as of 10/29/2014, Common starting date is 03/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPFIX (Delaware Core Bond A) |
1.76%
Sep 2011 – Sep 2014 |
2.48%
Mar 2004 – Mar 2009 |
4.04%
Mar 2004 – Mar 2014 |
4.89%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DPFIX (Delaware Core Bond A) |
9.96%
May 2000 – May 2003 |
7.32%
Jan 2000 – Jan 2005 |
6.16%
Jan 2000 – Jan 2010 |
5.88%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison Chart