ACUSX vs. WTRCX
Compare and contrast key facts about Advisors Capital US Dividend Fund (ACUSX) and Delaware Ivy Core Equity Fund (WTRCX).
ACUSX is managed by Advisors Capital. It was launched on Mar 18, 2021. WTRCX is managed by Ivy Funds. It was launched on Sep 21, 1992.
Performance
ACUSX vs. WTRCX - Performance Comparison
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ACUSX vs. WTRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ACUSX Advisors Capital US Dividend Fund | -0.93% | 13.11% | 15.45% | 17.27% | -21.05% | 15.90% |
WTRCX Delaware Ivy Core Equity Fund | -3.96% | 14.15% | 51.17% | 22.71% | -18.51% | 21.70% |
Returns By Period
In the year-to-date period, ACUSX achieves a -0.93% return, which is significantly higher than WTRCX's -3.96% return.
ACUSX
- 1D
- 0.36%
- 1M
- -3.69%
- YTD
- -0.93%
- 6M
- -0.86%
- 1Y
- 13.90%
- 3Y*
- 13.20%
- 5Y*
- 6.25%
- 10Y*
- —
WTRCX
- 1D
- 1.36%
- 1M
- -2.80%
- YTD
- -3.96%
- 6M
- -4.39%
- 1Y
- 12.13%
- 3Y*
- 24.25%
- 5Y*
- 14.48%
- 10Y*
- 14.61%
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ACUSX vs. WTRCX - Expense Ratio Comparison
ACUSX has a 1.95% expense ratio, which is higher than WTRCX's 1.75% expense ratio.
Return for Risk
ACUSX vs. WTRCX — Risk / Return Rank
ACUSX
WTRCX
ACUSX vs. WTRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Advisors Capital US Dividend Fund (ACUSX) and Delaware Ivy Core Equity Fund (WTRCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACUSX | WTRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.73 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.13 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.16 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.28 | +0.14 |
Martin ratioReturn relative to average drawdown | 6.64 | 4.65 | +1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACUSX | WTRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.73 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.49 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.16 | -0.15 |
Correlation
The correlation between ACUSX and WTRCX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACUSX vs. WTRCX - Dividend Comparison
ACUSX has not paid dividends to shareholders, while WTRCX's dividend yield for the trailing twelve months is around 23.84%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACUSX Advisors Capital US Dividend Fund | 0.00% | 0.00% | 0.04% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTRCX Delaware Ivy Core Equity Fund | 23.84% | 22.90% | 36.18% | 16.84% | 19.28% | 15.56% | 2.66% | 12.05% | 18.38% | 7.10% | 3.92% | 7.95% |
Drawdowns
ACUSX vs. WTRCX - Drawdown Comparison
The maximum ACUSX drawdown since its inception was -96.85%, which is greater than WTRCX's maximum drawdown of -54.41%. Use the drawdown chart below to compare losses from any high point for ACUSX and WTRCX.
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Drawdown Indicators
| ACUSX | WTRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.85% | -54.41% | -42.44% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -11.06% | +4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -96.85% | -33.66% | -63.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.66% | — |
Current DrawdownCurrent decline from peak | -96.00% | -8.82% | -87.18% |
Average DrawdownAverage peak-to-trough decline | -29.62% | -21.06% | -8.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 3.04% | -0.80% |
Volatility
ACUSX vs. WTRCX - Volatility Comparison
The current volatility for Advisors Capital US Dividend Fund (ACUSX) is 4.08%, while Delaware Ivy Core Equity Fund (WTRCX) has a volatility of 6.14%. This indicates that ACUSX experiences smaller price fluctuations and is considered to be less risky than WTRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACUSX | WTRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 6.14% | -2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 10.62% | -2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 17.79% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,173.45% | 29.88% | +1,143.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,169.27% | 25.07% | +1,144.20% |