AKRIX vs. DDVIX
Compare and contrast key facts about Akre Focus Fund (AKRIX) and Delaware Value Fund (DDVIX).
AKRIX is managed by Akre. It was launched on Aug 31, 2009. DDVIX is managed by Delaware Funds. It was launched on Sep 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AKRIX or DDVIX.
Correlation
The correlation between AKRIX and DDVIX is 0.76, 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.
Performance
AKRIX vs. DDVIX - Performance Comparison
Key characteristics
AKRIX:
0.92
DDVIX:
-0.69
AKRIX:
1.26
DDVIX:
-0.64
AKRIX:
1.17
DDVIX:
0.81
AKRIX:
0.82
DDVIX:
-0.61
AKRIX:
3.86
DDVIX:
-2.75
AKRIX:
3.38%
DDVIX:
6.50%
AKRIX:
14.14%
DDVIX:
25.90%
AKRIX:
-34.14%
DDVIX:
-53.49%
AKRIX:
-10.11%
DDVIX:
-28.94%
Returns By Period
Over the past 10 years, AKRIX has outperformed DDVIX with an annualized return of 11.50%, while DDVIX has yielded a comparatively lower 4.14% annualized return.
AKRIX
0.00%
-10.11%
6.16%
13.04%
8.03%
11.50%
DDVIX
0.00%
-28.94%
-20.12%
-17.86%
-0.32%
4.14%
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AKRIX vs. DDVIX - Expense Ratio Comparison
AKRIX has a 1.04% expense ratio, which is higher than DDVIX's 0.68% expense ratio.
Risk-Adjusted Performance
AKRIX vs. DDVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus Fund (AKRIX) and Delaware Value Fund (DDVIX). 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.
Dividends
AKRIX vs. DDVIX - Dividend Comparison
AKRIX has not paid dividends to shareholders, while DDVIX's dividend yield for the trailing twelve months is around 1.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AKRIX Akre Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DDVIX Delaware Value Fund | 1.39% | 2.02% | 1.89% | 1.84% | 1.97% | 1.88% | 1.98% | 1.61% | 1.70% | 1.89% | 1.59% |
Drawdowns
AKRIX vs. DDVIX - Drawdown Comparison
The maximum AKRIX drawdown since its inception was -34.14%, smaller than the maximum DDVIX drawdown of -53.49%. Use the drawdown chart below to compare losses from any high point for AKRIX and DDVIX. For additional features, visit the drawdowns tool.
Volatility
AKRIX vs. DDVIX - Volatility Comparison
The current volatility for Akre Focus Fund (AKRIX) is 6.29%, while Delaware Value Fund (DDVIX) has a volatility of 27.01%. This indicates that AKRIX experiences smaller price fluctuations and is considered to be less risky than DDVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.