Performance analysis of DDF (Delaware Investments Dividend and Income Fund)
Annual Return
Over the past 3 years, DDF has had an average annual return of +0%
Over the past 5 years, DDF has had an average annual return of -15.49%, underperforming the benchmark SPY, which returned -3.56% annual.
Over the past 10 years, DDF has had an average annual return of +4.53%, underperforming the benchmark SPY, which returned +11.29% annual.
Since Nov 1, 1999, DDF has had an average annual return of +6.96%, outperforming the benchmark SPY, which returned +6.50% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -9.68% | -22.77% | +39.68% | -33.38% | +45.05% | +15.34% | +15.74% | +20.47% | -4.32% | +11.91% | +27.23% | +21.92% |
| 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 |
| -0.45% | +16.35% | +64.25% | -44.51% | -7.23% | +25.70% | +4.28% | +8.92% | +27.36% | -14.22% | +29.48% | +3.02% |
| 1999 | |||||||||||
| -5.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +3.54% | -6.87% | -6.34% | -9.68% | |||||||||
| 2022 | -1.80% | -4.90% | +1.04% | -7.19% | -1.69% | -12.37% | +12.07% | -8.52% | -14.65% | +11.31% | +6.93% | -1.69% | -22.77% |
| 2021 | +0.17% | +4.68% | +9.24% | +5.24% | +6.03% | -0.84% | -3.29% | +3.06% | -0.30% | +2.43% | -3.05% | +11.70% | +39.68% |
| 2020 | +1.05% | -27.35% | -23.03% | +8.55% | -0.12% | -4.84% | -1.40% | +4.41% | -5.00% | -5.81% | +18.64% | +4.56% | -33.38% |
| 2019 | +14.66% | -0.90% | +3.07% | +6.96% | -6.48% | +11.04% | +7.17% | -9.03% | +1.47% | +2.92% | +1.18% | +8.25% | +45.05% |
| 2018 | +4.20% | -3.94% | -0.11% | +4.85% | +2.08% | +4.75% | +8.58% | +5.39% | +3.63% | -10.88% | +6.10% | -8.24% | +15.34% |
| 2017 | +0.75% | +4.39% | -0.46% | +1.16% | -0.19% | +1.52% | +1.56% | -1.04% | +3.56% | -0.00233% | +1.59% | +2% | +15.74% |
Drawdown analysis of DDF (Delaware Investments Dividend and Income Fund)
The maximum drawdown for the DDF was -70.28%, occurring on Nov 21, 2008. Recovery took 809 trading sessions.
The current DDF drawdown is -39.37%.
Since Nov 1, 1999 DDF has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.28% | Jun 1, 2007 | 374 | Nov 21, 2008 | 809 | Feb 9, 2012 | 1183 |
| -63.78% | Jan 21, 2020 | 40 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -27.99% | May 8, 2002 | 53 | Jul 24, 2002 | 219 | Jun 6, 2003 | 272 |
| -27.07% | Sep 10, 2018 | 73 | Dec 24, 2018 | 34 | Feb 13, 2019 | 107 |
| -26.85% | Nov 5, 1999 | 87 | Mar 13, 2000 | 209 | Jan 9, 2001 | 296 |
| -23.71% | Jun 1, 2015 | 161 | Jan 20, 2016 | 95 | Jun 6, 2016 | 256 |
| -19.47% | Jul 31, 2003 | 195 | May 10, 2004 | 134 | Nov 18, 2004 | 329 |
| -19.31% | Jul 11, 2019 | 19 | Aug 7, 2019 | 92 | Dec 17, 2019 | 111 |
| -19.13% | Aug 31, 2001 | 10 | Sep 21, 2001 | 50 | Dec 3, 2001 | 60 |
| -12.91% | Jun 26, 2014 | 77 | Oct 15, 2014 | 124 | Apr 15, 2015 | 201 |
| -12.06% | Feb 15, 2001 | 35 | Apr 6, 2001 | 16 | May 1, 2001 | 51 |
| -11.80% | Oct 17, 2012 | 19 | Nov 15, 2012 | 36 | Jan 9, 2013 | 55 |
| -11.35% | Sep 13, 2005 | 68 | Dec 19, 2005 | 44 | Feb 23, 2006 | 112 |
| -11.00% | May 21, 2019 | 7 | May 31, 2019 | 21 | Jul 1, 2019 | 28 |
| -10.23% | May 20, 2013 | 24 | Jun 24, 2013 | 84 | Oct 22, 2013 | 108 |
| -9.38% | Mar 9, 2005 | 10 | Mar 23, 2005 | 46 | May 27, 2005 | 56 |
| -8.64% | Jan 29, 2018 | 9 | Feb 9, 2018 | 64 | May 14, 2018 | 73 |
| -8.32% | Mar 14, 2012 | 46 | May 18, 2012 | 47 | Jul 26, 2012 | 93 |
| -7.97% | Aug 23, 2016 | 52 | Nov 4, 2016 | 37 | Dec 29, 2016 | 89 |
| -7.67% | Feb 14, 2019 | 15 | Mar 8, 2019 | 26 | Apr 15, 2019 | 41 |
| -7.14% | Jan 18, 2002 | 21 | Feb 20, 2002 | 14 | Mar 12, 2002 | 35 |
| -6.85% | Feb 13, 2007 | 13 | Mar 5, 2007 | 60 | May 30, 2007 | 73 |
| -5.98% | Mar 23, 2006 | 16 | Apr 17, 2006 | 78 | Aug 7, 2006 | 94 |
| -5.57% | Jun 23, 2016 | 2 | Jun 27, 2016 | 3 | Jun 30, 2016 | 5 |
| -5.29% | Nov 18, 2004 | 21 | Dec 20, 2004 | 11 | Jan 5, 2005 | 32 |