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Delaware Growth Equity Fund (FICGX) Sharpe Ratio: 1.79

Mutual Fund · Currency in USD · Last updated Jul 15, 2026

Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's sub-advisor believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.

FICGX's Sharpe Ratio of 1.79 indicates that for each unit of volatility, it generates 1.79 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 15, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

FICGX Sharpe Ratio Rank

FICGX Sharpe Ratio Rank: 67.467
Above Average

FICGX ranks above 67.4% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

FICGX Sharpe Ratio Market Positioning

The chart shows FICGX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.05 or lower
  • Yellow zone (middle 50%): 1.05 to 1.92
  • Green zone (top 25%): 1.92 or higher
  • Top 1%: 3.83+
  • Median: 1.57 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Delaware Growth Equity Fund's Sharpe Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how FICGX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 15, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ONERXOne Rock Fund2.66
VPMCXVanguard PRIMECAP Fund Investor Shares2.53
CHAIXChase Growth Fund Institutional Class2.45
CHASXChase Growth Fund2.38
VHCAXVanguard Capital Opportunity Fund Admiral Shares2.26
FOCKXFidelity OTC Portfolio Class K2.24
FOCPXFidelity OTC Portfolio2.23
FSSKXFidelity Advisor Stock Selector All Cap Fund Class K2.22
FCGSXFidelity Series Growth Company Fund2.21
FMAMXFidelity Advisor Stock Selector All Cap Fund Class A2.18
FICGXDelaware Growth Equity Fund1.79

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FICGX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FICGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does FICGX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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