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Delaware Strategic Allocation C (DFBCX)

Other OTC - Other OTC Delayed Price. Currency in USD
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8.85-0.06 (-0.67%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.42%
5-Year Average Return1.76%
Number of Years Up17
Number of Years Down8
Best 1 Yr Total Return (Mar 9, 2023)26.58%
Worst 1 Yr Total Return (Mar 9, 2023)N/A
Best 3-Yr Total Return26.58%
Worst 3-Yr Total Return0.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDFBCXCategory
YTD0.42%9.69%
1-Month-3.75%0.91%
3-Month-0.86%5.21%
1-Year-6.32%27.06%
3-Year4.34%11.00%
5-Year1.76%10.26%
10-Year3.63%8.34%
Last Bull Market21.74%15.58%
Last Bear Market-10.31%-12.16%

Annual Total Return (%) History

Year
DFBCXCategory
2022
-14.12%N/A
2021
9.70%N/A
2020
9.09%11.72%
2019
14.94%19.23%
2018
-7.22%-5.76%
2017
12.38%13.21%
2016
5.14%7.34%
2015
-2.10%-1.93%
2014
3.41%6.21%
2013
12.92%16.48%
2012
10.54%11.72%
2011
-0.70%-0.11%
2010
10.24%11.83%
2009
26.58%24.13%
2008
-22.79%-28.00%
2007
3.77%5.99%
2006
9.13%11.29%
2005
5.06%5.13%
2004
8.57%8.86%
2003
22.36%20.35%
2002
-10.97%-12.02%
2001
-5.16%-5.05%
2000
-3.27%1.82%
1999
8.09%10.71%
1998
7.12%13.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-5.25%-10.31%-5.56%6.99%
20213.32%3.65%-0.94%3.40%
2020-16.05%12.87%4.30%10.38%
20197.45%1.53%0.34%5.01%
2018-1.13%0.15%1.99%-8.13%
20173.33%2.71%3.47%2.34%
20160.02%1.87%3.26%-0.07%
20152.06%-0.55%-5.77%2.37%
20141.00%3.90%-1.88%0.43%
20134.59%-1.60%5.11%4.38%
20126.90%-2.45%4.43%1.51%
20113.61%1.24%-10.77%6.09%
20103.10%-6.65%9.44%4.67%
2009-5.47%13.42%12.88%4.59%
2008-5.68%-3.11%-7.66%-8.50%
20070.85%3.47%1.00%-1.54%
20063.05%-2.07%3.33%4.66%
2005-0.74%1.29%3.39%1.08%
20041.61%-0.68%0.34%7.21%
2003-1.68%12.80%2.02%8.14%
20021.11%-6.70%-10.05%4.93%
2001-6.81%3.72%-9.68%8.65%
20001.78%-1.54%0.65%-4.09%
19990.50%3.49%-3.60%7.81%
19987.65%-1.14%-9.69%11.47%

Rank In Category (By Total Return)

YTD50
1-Month73
3-Month26
1-Year49
3-Year84
5-Year93

Load Adjusted Returns

1-Year-8.28%
3-Year3.86%
5-Year2.43%
10-Year3.94%