Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/17/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DEGBX (Delaware Core Plus Bond B) | NA | 4.80% | 3.27% | 4.46% | 4.43% | 5.04% | NA | 5.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEGBX (Delaware Core Plus Bond B) | 06/21/1996 | 10/17/2014 |
The return data shown below all have the same latest date: 10/17/2014.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.80 | 3.27 | 4.46 | 4.43 | 5.04 | NA | 5.07 | 4.38 | -1.67 | 4.90 | 6.72 | 6.77 | 18.85 | -2.38 | 4.41 | 2.17 | 1.26 | 3.10 | 1.42 | 9.24 | 6.46 | 11.32 | -3.26 | 6.38 | 7.54 | 5.73 |
| Sharpe Ratio | NA | 1.96 | 1.01 | 1.26 | 0.83 | NA | NA | 0.24 | 2.33 | -0.50 | 1.60 | 1.54 | 1.64 | 4.11 | -0.52 | 0.36 | -0.31 | -0.23 | 0.52 | 0.15 | 1.79 | 0.76 | 1.64 | -1.48 | 0.65 | -12.82 | 1.75 |
| Standard Deviation(%) | NA | 2.44 | 3.20 | 3.54 | 4.13 | NA | NA | 4.33 | 2.37 | 3.40 | 3.05 | 4.35 | 4.08 | 4.57 | 6.38 | 3.85 | 3.70 | 3.93 | 4.15 | 4.87 | 4.54 | 5.54 | 4.44 | 4.39 | 4.73 | 3.71 | 4.39 |
| Draw Down(%) | NA | 1.28 | 6.06 | 6.06 | 9.41 | NA | NA | 9.41 | 1.28 | 6.06 | 1.75 | 2.50 | 3.78 | 3.30 | 9.41 | 2.73 | 3.10 | 3.60 | 4.47 | 5.19 | 2.64 | 4.66 | 2.84 | 4.99 | 4.50 | 2.08 | 1.82 |
| Yield(%) | 0.00 | 2.96 | 2.68 | 3.01 | 3.45 | 4.08 | 3.93 | 4.37 | 2.20 | 2.82 | 2.28 | 2.84 | 3.16 | 4.75 | 4.35 | 4.01 | 3.54 | 3.73 | 3.71 | 3.44 | 4.56 | 4.83 | 5.75 | 5.43 | 5.81 | 6.26 | 3.79 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEGBX (Delaware Core Plus Bond B) |
0.11%
Oct 2005 - Oct 2008 |
0.81%
Oct 2003 - Oct 2008 |
2.77%
Oct 1998 - Oct 2008 |
4.33%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEGBX (Delaware Core Plus Bond B) |
12.01%
Oct 2008 - Oct 2011 |
8.06%
Oct 2008 - Oct 2013 |
5.63%
Apr 2000 - Apr 2010 |
5.39%
Aug 1996 - Aug 2011 |
Annualized Rolling Returns Comparison Chart