Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DEVIX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | -8.72% | -9.62% | -4.18% | 8.65% | 4.11% | 6.79% | 6.50% | 7.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEVIX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND INSTITUTIONAL CLASS) | 12/30/1992 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/30/1992.
AR inception is since 12/30/1992.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.88 | -9.62 | -4.18 | 8.65 | 4.11 | 6.79 | 6.50 | 7.91 | -8.72 | 1.01 | 4.94 | -15.10 | 29.07 | -1.24 | 28.18 | -17.49 | 11.99 | 31.34 | -6.13 | 5.67 | 32.55 | 13.37 | -0.86 | 31.30 | 32.25 | -30.32 | -7.07 | 15.64 | 8.99 | 21.39 | 42.21 | -6.02 | 11.68 | 17.50 | -5.36 | -4.75 | 33.56 | 4.36 | 19.11 | -7.92 | 18.21 | -3.50 |
| Sharpe Ratio | NA | -0.65 | -0.37 | 0.28 | 0.10 | NA | NA | 0.29 | -0.97 | -0.27 | 0.03 | -0.64 | 1.29 | -0.03 | 1.67 | -1.10 | 0.96 | 1.74 | -0.39 | 0.40 | 2.42 | 0.83 | -0.03 | 1.38 | 0.92 | -0.71 | -0.54 | 0.91 | 0.48 | 1.40 | 2.62 | -0.33 | 0.55 | 0.75 | -0.72 | -0.44 | 2.92 | 0.05 | 2.13 | -1.77 | 2.53 | NA |
| Standard Deviation(%) | NA | 24.68 | 23.23 | 25.09 | 23.99 | NA | NA | 21.10 | 29.01 | 20.70 | 20.44 | 26.01 | 22.56 | 47.61 | 16.04 | 17.09 | 11.85 | 17.84 | 15.81 | 14.14 | 13.42 | 16.11 | 31.02 | 22.64 | 34.82 | 43.78 | 18.75 | 13.68 | 14.14 | 14.58 | 15.84 | 21.91 | 17.19 | 17.84 | 11.96 | 18.17 | 10.26 | 17.70 | 7.15 | 6.14 | 6.36 | 0.00 |
| Draw Down(%) | NA | 31.59 | 31.59 | 31.59 | 46.46 | NA | NA | 59.93 | 22.06 | 18.60 | 18.20 | 23.74 | 11.60 | 46.46 | 9.96 | 26.41 | 7.11 | 12.47 | 14.55 | 12.00 | 5.99 | 11.55 | 26.03 | 16.49 | 32.33 | 48.60 | 19.29 | 11.43 | 9.18 | 10.48 | 11.00 | 30.10 | 19.23 | 10.29 | 16.31 | 32.46 | 6.44 | 14.94 | 4.91 | 10.29 | 3.88 | 3.50 |
| Yield(%) | 0.00 | 1.30 | 1.54 | 2.01 | 2.96 | 4.30 | 4.66 | 8.33 | 0.00 | 1.33 | 2.81 | 0.82 | 0.70 | 0.83 | 5.25 | 6.53 | 1.64 | 0.91 | 6.11 | 5.41 | 2.93 | 1.16 | 4.46 | 0.45 | 0.33 | 0.40 | 8.63 | 8.69 | 8.42 | 13.52 | 8.95 | 3.00 | 10.10 | 4.96 | 1.75 | 0.86 | 10.13 | 0.92 | 1.59 | 1.04 | 0.46 | 0.22 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVIX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
-18.14%
Feb 2006 - Feb 2009 |
-5.85%
Feb 2004 - Feb 2009 |
3.66%
Feb 1999 - Feb 2009 |
4.23%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVIX (DELAWARE SMALL CAP VALUE FUND DELAWARE SMALL CAP VALUE FUND INSTITUTIONAL CLASS) |
34.20%
Feb 2009 - Feb 2012 |
27.36%
Feb 2009 - Feb 2014 |
16.58%
Feb 2009 - Feb 2019 |
12.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart