Nasdaq - Delayed Quote • USD
Delaware Wealth Builder C (DDICX)
At close: 6:45 PM EDT
Fund Summary
Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.38% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 2.22% |
| 5y Average Return | 5.60% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DDICX | Category Average | DDICX | Category Average | DDICX | Category Average | |
| Alpha | 3.13 | -0.01 | 0.02 | -0.01 | -1.02 | -0 |
| BETA | 0.94 | 0.01 | 1.03 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.54 | 0.01 | 0.6 | 0.01 | 0.45 | 0.01 |
| R-squared | 92.46 | 0.93 | 91.74 | 0.92 | 91.29 | 0.92 |
| Standard Deviation | 12.1 | 0.13 | 13.27 | 0.1 | 10.67 | 0.09 |
| Sharpe Ratio | 0.29 | 0.01 | 0.38 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | 3.13 | 0.09 | 4.18 | 0.09 | 3.32 | 0.07 |
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