Delaware Select Growth Fund (DVEAX)
The fund invests primarily in common stocks of companies that its manager believes has long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The manager will consider companies of any size or market capitalization. It may invest in real estate investment trusts (REITs).
Fund Info
US9289311048
928931104
May 16, 1994
$1,000
Large-Cap
Growth
Expense Ratio
DVEAX has a high expense ratio of 1.15%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Delaware Select Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
DVEAX
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^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of DVEAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.36% | 5.01% | 1.82% | -4.99% | 4.58% | 2.55% | 11.52% | ||||||
| 2023 | 8.91% | 0.61% | 2.75% | 2.92% | 1.92% | 6.79% | 2.34% | -0.82% | -5.44% | -1.47% | 11.12% | 3.24% | 36.82% |
| 2022 | -18.05% | -1.99% | -1.86% | -18.80% | -11.36% | -8.87% | 12.73% | -1.19% | -9.99% | 3.89% | 1.23% | -8.98% | -50.37% |
| 2021 | -1.26% | 3.32% | -3.03% | 4.98% | -4.84% | 8.82% | -0.35% | 1.33% | -4.29% | 7.17% | -4.81% | -2.90% | 2.95% |
| 2020 | 0.91% | -4.63% | -13.10% | 12.65% | 12.45% | 4.06% | 6.93% | 7.35% | -1.99% | -3.01% | 15.91% | 4.45% | 45.65% |
| 2019 | 9.83% | 5.08% | 0.77% | 5.16% | -6.64% | 8.08% | 2.32% | -5.69% | -0.99% | 2.18% | 4.18% | 1.56% | 27.48% |
| 2018 | 7.49% | -3.03% | -2.41% | -0.73% | 5.35% | 1.37% | 3.14% | 2.17% | -0.07% | -7.34% | 3.70% | -1.07% | 7.94% |
| 2017 | 3.26% | 1.36% | 0.55% | 2.46% | -0.25% | 1.73% | 4.10% | 1.74% | 2.24% | 1.57% | 0.58% | 0.95% | 22.19% |
| 2016 | -8.13% | 0.20% | 2.02% | -1.04% | 2.36% | -2.77% | 7.64% | 0.18% | 1.89% | -4.32% | 0.66% | 0.42% | -1.70% |
| 2015 | -2.86% | 6.42% | 0.10% | 0.20% | 2.78% | -2.18% | 2.23% | -9.21% | -3.60% | 5.52% | 1.42% | 0.19% | 0.01% |
| 2014 | -4.78% | 5.92% | -2.08% | -3.53% | 3.58% | 3.53% | -1.80% | 1.62% | -2.96% | 3.82% | 2.67% | 1.24% | 6.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DVEAX is 34, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Delaware Select Growth Fund (DVEAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Delaware Select Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $2.13 | $9.87 | $2.59 | $9.63 | $2.24 | $5.21 | $9.72 | $5.87 |
Dividend yield | 0.00% | 0.00% | 0.00% | 5.88% | 26.54% | 7.84% | 34.44% | 5.93% | 15.90% | 25.08% | 12.08% |
Monthly Dividends
The table displays the monthly dividend distributions for Delaware Select Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 | $2.13 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.47 | $0.00 | $0.40 | $9.87 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.59 | $2.59 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.63 | $9.63 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $2.24 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.21 | $5.21 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.72 | $9.72 |
| 2014 | $5.87 | $5.87 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Delaware Select Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Delaware Select Growth Fund was 73.41%, occurring on Nov 20, 2008. Recovery took 1206 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.41% | Mar 13, 2000 | 2181 | Nov 20, 2008 | 1206 | Sep 10, 2013 | 3387 |
| -57.92% | Nov 10, 2021 | 252 | Nov 9, 2022 | — | — | — |
| -36.41% | Jul 21, 1998 | 58 | Oct 8, 1998 | 51 | Dec 18, 1998 | 109 |
| -32.53% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -22% | Jul 22, 2015 | 140 | Feb 9, 2016 | 331 | Jun 2, 2017 | 471 |
Volatility
Volatility Chart
The current Delaware Select Growth Fund volatility is 0.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.