Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Delaware Group Adviser Funds - Delaware U.S. Growth Fund (DEURX)

22.73
-0.05
(-0.22%)
At close: April 23 at 8:00:11 PM EDT

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. investments (80% policy). It invests primarily in common stocks of companies that its portfolio managers believe have long-term capital appreciation potential and are expected to grow faster than the U.S. economy.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.81%
Worst 1Y Total Return -43.80%
Number of Years Up 14
Number of Years Down 3

Performance & Risk

YTD Return 9.37%
5y Average Return 9.43%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
DEURXCategory AverageDEURXCategory AverageDEURXCategory Average
Alpha 4.28 0.03 1.47 0.04 1.05 0.01
BETA 1.02 0.01 0.99 0.01 1 0.01
Mean Annual Return 1.62 0.02 1.51 0.02 1.22 0.01
R-squared 92.77 0.89 84.29 0.87 85.78 0.87
Standard Deviation 19.47 0.2 16.23 0.16 14.59 0.15
Sharpe Ratio 0.92 0.01 1.04 0.01 0.96 0.01
Treynor Ratio 17.42 0.21 17.17 0.21 13.85 0.15

Related Tickers