DCCIX vs. MASKX
Compare and contrast key facts about Delaware Small Cap Core Fund (DCCIX) and iShares Russell 2000 Small-Cap Index Fund (MASKX).
DCCIX is managed by Delaware Funds. It was launched on Dec 29, 1998. MASKX is managed by Blackrock. It was launched on Apr 9, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCCIX or MASKX.
Key characteristics
| DCCIX | MASKX | |
|---|---|---|
| YTD Return | 17.01% | 18.98% |
| 1Y Return | 33.71% | 39.91% |
| 3Y Return (Ann) | -1.72% | -1.50% |
| 5Y Return (Ann) | 7.31% | 7.66% |
| 10Y Return (Ann) | 4.84% | 5.71% |
| Sharpe Ratio | 1.67 | 1.86 |
| Sortino Ratio | 2.44 | 2.68 |
| Omega Ratio | 1.30 | 1.32 |
| Calmar Ratio | 1.15 | 1.23 |
| Martin Ratio | 9.40 | 10.53 |
| Ulcer Index | 3.61% | 3.79% |
| Daily Std Dev | 20.29% | 21.46% |
| Max Drawdown | -61.10% | -67.66% |
| Current Drawdown | -5.68% | -5.60% |
Correlation
The correlation between DCCIX and MASKX is 0.97, 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
DCCIX vs. MASKX - Performance Comparison
In the year-to-date period, DCCIX achieves a 17.01% return, which is significantly lower than MASKX's 18.98% return. Over the past 10 years, DCCIX has underperformed MASKX with an annualized return of 4.84%, while MASKX has yielded a comparatively higher 5.71% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DCCIX vs. MASKX - Expense Ratio Comparison
DCCIX has a 0.81% expense ratio, which is higher than MASKX's 0.12% expense ratio.
Risk-Adjusted Performance
DCCIX vs. MASKX - Risk-Adjusted Performance 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.
Dividends
DCCIX vs. MASKX - Dividend Comparison
DCCIX's dividend yield for the trailing twelve months is around 0.50%, less than MASKX's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 0.50% | 0.58% | 0.50% | 0.20% | 0.20% | 0.41% | 0.47% | 0.10% | 0.07% | 0.00% | 0.00% | 0.00% |
MASKX iShares Russell 2000 Small-Cap Index Fund | 1.41% | 1.54% | 1.41% | 1.14% | 1.04% | 1.38% | 1.17% | 1.04% | 1.22% | 0.93% | 1.57% | 1.10% |
Drawdowns
DCCIX vs. MASKX - Drawdown Comparison
The maximum DCCIX drawdown since its inception was -61.10%, smaller than the maximum MASKX drawdown of -67.66%. Use the drawdown chart below to compare losses from any high point for DCCIX and MASKX. For additional features, visit the drawdowns tool.
Volatility
DCCIX vs. MASKX - Volatility Comparison
The current volatility for Delaware Small Cap Core Fund (DCCIX) is 6.93%, while iShares Russell 2000 Small-Cap Index Fund (MASKX) has a volatility of 7.42%. 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.