Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XDEWX (Delaware Enhanced Global Dividend & Incm) | NA | 9.24% | -0.40% | -6.43% | -2.09% | -2.41% | NA | … | … |
Data as of 03/14/2023, Common starting date is 10/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XDEWX (Delaware Enhanced Global Dividend & Incm) | 10/30/2007 | 03/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 9.24 | -0.40 | -6.43 | -2.09 | -2.41 | NA | … | … | 2.21 | -22.38 | -21.57 | -2.00 | 16.69 | -16.84 | 13.56 | 4.76 | -11.55 | -0.46 | 18.32 | 7.67 | -10.76 | 5.42 | 31.57 | -46.06 | -7.40 |
| Sharpe Ratio | NA | -0.65 | -0.39 | -0.52 | -0.27 | NA | NA | … | … | 0.46 | -1.23 | -0.85 | -0.10 | 1.82 | -1.62 | 2.24 | 0.34 | -0.91 | -0.05 | 2.12 | 0.79 | -0.67 | 0.42 | 1.73 | -1.69 | -2.98 |
| Standard Deviation(%) | NA | 18.01 | 24.74 | 20.82 | 16.47 | NA | NA | … | … | 12.02 | 19.35 | 36.73 | 22.56 | 8.40 | 11.19 | 5.80 | 13.30 | 12.73 | 8.97 | 8.64 | 9.74 | 16.17 | 12.57 | 18.14 | 27.66 | 13.13 |
| Draw Down(%) | NA | 25.26 | 49.81 | 49.81 | 50.89 | NA | NA | … | … | 5.69 | 30.25 | 26.86 | 33.44 | 4.79 | 22.96 | 2.87 | 12.03 | 19.67 | 12.77 | 9.43 | 10.60 | 21.90 | 12.12 | 15.78 | 52.24 | 7.80 |
| Yield(%) | 0.00 | 15.81 | 8.38 | 5.49 | 4.05 | 2.39 | 1.49 | … | … | 0.00 | 13.85 | 3.23 | 2.21 | 4.66 | 7.11 | 0.77 | 0.00 | 0.59 | 6.67 | 6.65 | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/14/2023, Common starting date is 10/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDEWX (Delaware Enhanced Global Dividend & Incm) |
-14.27%
Sep 2019 – Sep 2022 |
-9.69%
Sep 2017 – Sep 2022 |
-2.77%
Sep 2012 – Sep 2022 |
-3.57%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XDEWX (Delaware Enhanced Global Dividend & Incm) |
14.05%
Feb 2009 – Feb 2012 |
12.74%
Feb 2009 – Feb 2014 |
5.49%
Feb 2009 – Feb 2019 |
-2.58%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart