DCCIX vs. MASKX
DCCIX (Delaware Small Cap Core Fund) and MASKX (iShares Russell 2000 Small-Cap Index Fund) are both Small Cap Blend Equities funds. Over the past 10 years, DCCIX returned 10.22%/yr vs 11.12%/yr for MASKX. With a 0.95 correlation, they move nearly in lockstep. DCCIX charges 0.81%/yr vs 0.12%/yr for MASKX.
Performance
DCCIX vs. MASKX - Performance Comparison
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Returns By Period
In the year-to-date period, DCCIX achieves a 12.71% return, which is significantly lower than MASKX's 18.62% return. Over the past 10 years, DCCIX has underperformed MASKX with an annualized return of 10.22%, while MASKX has yielded a comparatively higher 11.12% annualized return.
DCCIX
- 1D
- 1.00%
- 1M
- 2.42%
- YTD
- 12.71%
- 6M
- 12.79%
- 1Y
- 25.08%
- 3Y*
- 13.04%
- 5Y*
- 5.63%
- 10Y*
- 10.22%
MASKX
- 1D
- 0.89%
- 1M
- 4.97%
- YTD
- 18.62%
- 6M
- 17.33%
- 1Y
- 41.04%
- 3Y*
- 18.52%
- 5Y*
- 6.53%
- 10Y*
- 11.12%
DCCIX vs. MASKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 12.71% | 4.59% | 10.27% | 14.65% | -15.94% | 23.23% | 14.81% | 26.04% | -11.82% | 14.06% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 18.62% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 25.54% | -11.03% | 14.61% |
Correlation
The correlation between DCCIX and MASKX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 1998 | 0.95 |
The correlation between DCCIX and MASKX has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.
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Return for Risk
DCCIX vs. MASKX — Risk / Return Rank
DCCIX
MASKX
DCCIX vs. MASKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Core Fund (DCCIX) and iShares Russell 2000 Small-Cap Index Fund (MASKX). 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.
| DCCIX | MASKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.63 | 3.95 | -1.32 |
| Martin ratioReturn relative to average drawdown | 8.89 | 14.03 | -5.14 |
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
| DCCIX | MASKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.28 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.28 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.47 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.37 | +0.11 |
Drawdowns
DCCIX vs. MASKX - Drawdown Comparison
The maximum DCCIX drawdown since its inception was -59.44%, roughly equal to the maximum MASKX drawdown of -59.06%. Use the drawdown chart below to compare losses from any high point for DCCIX and MASKX.
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Drawdown Indicators
| DCCIX | MASKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.44% | -59.06% | -0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -11.01% | +0.66% |
Max Drawdown (3Y)Largest decline over 3 years | -26.47% | -27.53% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -26.71% | -31.98% | +5.27% |
Max Drawdown (10Y)Largest decline over 10 years | -39.44% | -41.68% | +2.24% |
Current DrawdownCurrent decline from peak | -0.78% | -0.13% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -11.63% | +2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.09% | -0.04% |
Volatility
DCCIX vs. MASKX - Volatility Comparison
The current volatility for Delaware Small Cap Core Fund (DCCIX) is 4.77%, while iShares Russell 2000 Small-Cap Index Fund (MASKX) has a volatility of 5.60%. This indicates that DCCIX experiences smaller price fluctuations and is considered to be less risky than MASKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCCIX | MASKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | 5.60% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 11.78% | 13.57% | -1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 19.10% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.00% | 23.16% | -2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.17% | 23.70% | -1.53% |
DCCIX vs. MASKX - Expense Ratio Comparison
DCCIX has a 0.81% expense ratio, which is higher than MASKX's 0.12% expense ratio.
Dividends
DCCIX vs. MASKX - Dividend Comparison
DCCIX's dividend yield for the trailing twelve months is around 3.91%, more than MASKX's 2.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 3.91% | 4.40% | 1.18% | 4.17% | 3.82% | 6.35% | 0.40% | 2.03% | 10.74% | 7.97% | 1.11% | 3.11% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 2.64% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
Frequently Asked Questions
With a correlation of 0.93, DCCIX and MASKX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MASKX has higher volatility (5.60%) compared to DCCIX (4.77%). In terms of maximum drawdown, DCCIX dropped -59.44% vs MASKX's -59.06%.
MASKX currently has the higher Sharpe Ratio (2.28 vs 1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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