Dow Down0.36% Nasdaq Down0.53%

Delaware Foundation Moderate Allc A (DFBAX)

12.87 Down 0.06(0.46%) Sep 12

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)-0.870.16
Beta (against Standard Index)1.031.05
Mean Annual Return0.840.79
R-squared (against Standard Index)97.8793.76
Standard Deviation8.188.91
Sharpe Ratio1.231.07
Treynor Ratio9.889.12
5 Years
StatisticDFBAXCategory
Alpha (against Standard Index)-0.64-0.12
Beta (against Standard Index)1.051.06
Mean Annual Return0.850.91
R-squared (against Standard Index)97.5694.71
Standard Deviation9.009.23
Sharpe Ratio1.121.18
Treynor Ratio9.6610.46
10 Years
StatisticDFBAXCategory
Alpha (against Standard Index)-0.63-1.24
Beta (against Standard Index)1.011.06
Mean Annual Return0.610.57
R-squared (against Standard Index)96.1993.70
Standard Deviation9.8910.56
Sharpe Ratio0.580.51
Treynor Ratio5.404.71