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 Dow Down0.42% Nasdaq Down0.52%

Delaware Foundation Cnsrv Allc A (DFIAX)

11.04 Down 0.03(0.27%) Jul 10

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:5.18%
5-Year Average Return:10.25%
Number of Years Up:13
Number of Years Down:3
Best 1 Yr Total Return (2009-12-31):25.41%
Worst 1 Yr Total Return (2008-12-31):-14.40%
Best 3-Yr Total Return (N/A):12.05%
Worst 3-Yr Total Return (N/A):-1.91%
Load Adjusted Returns 
1-Year:6.26%
3-Year:4.86%
5-Year:8.95%
10-Year:5.87%
Trailing Returns (%) vs. Benchmarks 
ReturnDFIAXCategoryDiffIndex*Diff
Year To Date5.18N/AN/AN/AN/A
1-Month1.10N/AN/AN/AN/A
3-Month3.54N/AN/AN/AN/A
1-Year12.75N/AN/AN/AN/A
3-Year6.95N/AN/AN/AN/A
5-Year10.25N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)10.51N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-7.69N/AN/AN/AN/A
Annual Total Return (%) History () 
YearDFIAXCategoryDiff
2014N/AN/AN/A
2013
 
8.38N/AN/A
2012
 
9.56N/AN/A
2011
 
2.24N/AN/A
2010
 
9.70N/AN/A
2009
 
25.41N/AN/A
2008
 
-14.40N/AN/A
2007
 
4.20N/AN/A
2006
 
8.39N/AN/A
2005
 
4.27N/AN/A
2004
 
7.09N/AN/A
2003
 
16.87N/AN/A
2002
 
-5.26N/AN/A
2001
 
-1.41N/AN/A
2000
 
1.03N/AN/A
1999
 
3.80N/AN/A
1998
 
6.24N/AN/A
Past Quarterly Returns (%) for DFIAX 
Q1Q2Q3Q4
20141.583.54N/AN/A
20133.25-2.083.663.41
20124.99-0.733.851.23
20112.781.56-6.584.84
20103.05-3.917.523.04
2009-3.4811.7511.833.98
2008-3.22-2.22-5.56-4.22
20071.182.331.03-0.38
20062.26-1.323.693.60
2005-0.461.732.160.80
20042.17-1.060.845.06
2003-0.439.341.545.72
20020.89-3.92-5.983.96
2001-3.751.77-4.625.52
20001.620.001.40-1.96
19990.171.55-2.334.48
19985.88-0.38-6.347.54
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date34N/A
1-Month36N/A
3-Month20N/A
6-Month34N/A
1-Year23N/A
3-Year41N/A
5-Year32N/A