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Delaware Foundation Moderate Allc A (DFBAX)

12.62 Down 0.08(0.63%) Oct 1

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2009):27.52%
Worst 1 Yr Total Return(Dec 30, 2008):-22.17%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticDFBAXCategory
Alpha (against Standard Index)-0.870.51
Beta (against Standard Index)1.031.04
Mean Annual Return0.840.97
R-squared (against Standard Index)97.8793.48
Standard Deviation8.188.47
Sharpe Ratio1.231.38
Treynor Ratio9.8811.53
5 Years
StatisticDFBAXCategory
Alpha (against Standard Index)-0.64-0.03
Beta (against Standard Index)1.051.06
Mean Annual Return0.850.91
R-squared (against Standard Index)97.5694.75
Standard Deviation9.009.22
Sharpe Ratio1.121.18
Treynor Ratio9.6610.43
10 Years
StatisticDFBAXCategory
Alpha (against Standard Index)-0.63-1.19
Beta (against Standard Index)1.011.06
Mean Annual Return0.610.59
R-squared (against Standard Index)96.1993.75
Standard Deviation9.8910.58
Sharpe Ratio0.580.52
Treynor Ratio5.404.89