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    Delaware Foundation Cnsrv Allc A (DFIAX)

    9.38 Up 0.04(0.43%) Jun 30

    Risk as of May 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up14
    Number of Years Down4
    Best 1 Yr Total Return(Dec 30, 2009):25.41%
    Worst 1 Yr Total Return(Dec 30, 2008):-14.40%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)2.20-0.41
    Beta (against Standard Index)0.210.78
    Mean Annual Return0.280.28
    R-squared (against Standard Index)17.4990.93
    Standard Deviation5.395.81
    Sharpe Ratio0.600.60
    Treynor Ratio15.234.33
    5 Years
    Alpha (against Standard Index)1.870.14
    Beta (against Standard Index)0.360.76
    Mean Annual Return0.330.37
    R-squared (against Standard Index)39.5392.11
    Standard Deviation5.826.29
    Sharpe Ratio0.670.71
    Treynor Ratio10.565.76
    10 Years
    Alpha (against Standard Index)1.61-0.27
    Beta (against Standard Index)0.570.80
    Mean Annual Return0.460.40
    R-squared (against Standard Index)69.5091.38
    Standard Deviation7.458.32
    Sharpe Ratio0.610.47
    Treynor Ratio7.684.55