Delaware Wealth Builder Fund Institutional Class (DDIIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.62% | 3.81% | -2.19% |
Year-to-Date | 1.90% | 4.76% | -2.86% |
1 Year | 9.14% | 0.00% | 9.14% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
22%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 22% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.87%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,101
Real cost (fees + lost compounding)
$1,363
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-6.28%