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3,277.15
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Delaware Mid Cap Growth Equity Instl (DFDIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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28.60
+0.23
(+0.81%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★★
Number of years up
23
Number of years down
8
Best 1-yr total return (22 Apr 2024)
94.38%
Worst 1-yr total return (22 Apr 2024)
N/A
Risk statistics
3 years
DFDIX
Category average
5 years
DFDIX
Category average
10 years
DFDIX
Category average
Alpha
-24.48
0.01
-8.15
0.01
-3.46
-0.02
BETA
1.22
0.01
1.18
0.01
1.19
0.01
Mean annual return
-0.83
0.02
0.84
0.02
1.01
0.01
R-squared
65.04
0.82
62.78
0.79
60.65
0.8
Standard deviation
26.77
0.23
27.27
0.19
23.08
0.17
Sharpe ratio
-0.48
0.01
0.29
0.01
0.46
0.01
Treynor ratio
-12.8
0.18
3.7
0.17
7.12
0.12
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