Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/27/2023.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) NA -22.95% -41.32% -25.45% -7.87% -3.41% -0.31% 0.27%
More Performance Analytics Comparison
Name Start Date End Date
DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) 03/21/1997 02/27/2023
The return data shown below all have the same latest date: 02/27/2023.
AR inception is since 03/21/1997.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) -1.89 -22.95 -41.32 -25.45 -7.87 -3.41 -0.31 0.27 8.43 -38.80 -71.34 44.49 27.22 -3.29 28.24 -5.18 5.17 12.69 34.19 15.99 8.00 14.27 44.30 -43.51 13.19 2.60 13.93 3.41 23.60 -28.81 -24.09 -7.35 40.77 29.89 26.81
Sharpe Ratio NA -0.74 -0.49 -0.39 -0.17 NA NA -0.03 2.97 -1.13 -0.54 1.24 1.82 -0.22 2.98 -0.34 0.30 0.93 2.93 1.18 0.33 0.79 1.74 -1.05 0.64 -0.05 0.97 0.19 1.33 -1.17 -1.07 -0.34 1.75 1.15 1.48
Standard Deviation(%) NA 34.07 86.05 67.46 48.66 NA NA 35.14 21.72 35.56 159.56 35.42 14.20 20.75 9.30 15.68 16.96 13.68 11.65 13.68 23.95 17.97 25.44 42.16 15.89 13.38 12.11 13.26 17.19 25.66 25.07 33.52 21.52 23.11 21.62
Draw Down(%) NA 33.94 89.44 89.44 89.44 NA NA 89.44 6.28 42.26 77.41 30.77 7.53 20.41 3.01 13.35 14.53 7.75 6.78 11.28 15.85 14.63 18.08 53.15 7.25 14.85 8.33 16.55 10.90 37.11 39.23 28.38 10.78 29.22 11.54
Yield(%) 0.00 0.00 8.95 9.59 11.04 9.91 11.76 8.56 0.00 0.00 9.77 13.42 12.07 17.02 13.87 6.76 11.34 3.28 0.10 0.17 0.14 0.17 0.10 0.11 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.20 4.28 0.00 46.87
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) -43.43%
Dec 2019 - Dec 2022 		-25.95%
Dec 2017 - Dec 2022 		-8.42%
Sep 2012 - Sep 2022 		-4.68%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DEUIX (DELAWARE U.S. GROWTH FUND INSTITUTIONAL CLASS) 33.26%
Apr 1997 - Apr 2000 		25.81%
Feb 2009 - Feb 2014 		16.81%
Aug 2010 - Aug 2020 		12.17%
Jul 2006 - Jul 2021
Annualized Rolling Returns Comparison Chart