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Delaware Foundation Moderate Allc A (DFBAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.180.00 (0.00%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.45%
5-Year Average Return7.14%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Jul 30, 2017)27.52%
Worst 1 Yr Total Return (Jul 30, 2017)-22.17%
Best 3-Yr Total Return27.52%
Worst 3-Yr Total Return-3.65%

Trailing Returns (%) Vs. Benchmarks

ReturnDFBAXCategory
YTD8.45%6.30%
1-Month1.80%0.45%
3-Month3.48%2.35%
1-Year9.11%10.67%
3-Year4.32%4.00%
5-Year7.14%7.97%
10-Year5.36%4.89%
Last Bull Market13.95%15.43%
Last Bear Market-12.34%-12.25%

Annual Total Return (%) History

Year
DFBAXCategory
2017
N/AN/A
2016
5.93%7.34%
2015
-1.35%-1.93%
2014
4.20%6.21%
2013
13.88%16.48%
2012
11.32%11.72%
2011
0.08%-0.11%
2010
11.11%11.83%
2009
27.52%24.13%
2008
-22.17%-28.00%
2007
4.65%5.99%
2006
9.83%11.29%
2005
5.83%5.13%
2004
9.50%8.86%
2003
23.32%20.35%
2002
-10.43%-12.02%
2001
-4.46%-5.05%
2000
-2.45%1.82%
1999
8.92%10.71%
1998
7.44%13.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.53%2.90%N/AN/A
20160.20%2.07%3.36%0.21%
20152.24%-0.45%-5.50%2.56%
20141.20%4.00%-1.61%0.63%
20134.89%-1.49%5.34%4.63%
20127.12%-2.36%4.67%1.68%
20113.82%1.44%-10.66%6.37%
20103.29%-6.48%9.75%4.80%
2009-5.37%13.72%13.11%4.76%
2008-5.50%-3.01%-7.35%-8.35%
20071.14%3.66%1.18%-1.34%
20063.27%-1.98%3.53%4.81%
2005-0.64%1.50%3.49%1.39%
20041.85%-0.45%0.46%7.52%
2003-1.41%12.98%2.27%8.25%
20021.24%-6.47%-9.92%5.01%
2001-6.72%3.85%-9.33%8.78%
20001.95%-1.39%0.87%-3.81%
19990.67%3.79%-3.45%7.97%
19987.65%-0.98%-9.64%11.54%

Rank In Category (By Total Return)

YTD38
1-Month21
3-Month17
1-Year57
3-Year78
5-Year78

Load Adjusted Returns

1-Year2.84%
3-Year2.28%
5-Year5.88%
10-Year4.74%