Correlation
The correlation between DDFLX and WLGAX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
DDFLX vs. WLGAX
Compare and contrast key facts about Delaware Floating Rate Fund (DDFLX) and Delaware Ivy Large Cap Growth Fund (WLGAX).
DDFLX is managed by Delaware Funds by Macquarie. It was launched on Feb 25, 2010. WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DDFLX or WLGAX.
Performance
DDFLX vs. WLGAX - Performance Comparison
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Key characteristics
DDFLX:
2.57
WLGAX:
0.56
DDFLX:
5.04
WLGAX:
0.88
DDFLX:
2.06
WLGAX:
1.12
DDFLX:
3.35
WLGAX:
0.56
DDFLX:
14.67
WLGAX:
1.94
DDFLX:
0.47%
WLGAX:
5.52%
DDFLX:
2.74%
WLGAX:
20.48%
DDFLX:
-18.08%
WLGAX:
-49.78%
DDFLX:
0.00%
WLGAX:
-4.34%
Returns By Period
In the year-to-date period, DDFLX achieves a 1.21% return, which is significantly higher than WLGAX's -0.47% return. Over the past 10 years, DDFLX has underperformed WLGAX with an annualized return of 4.71%, while WLGAX has yielded a comparatively higher 14.51% annualized return.
DDFLX
1.21%
1.37%
2.58%
7.00%
8.27%
7.18%
4.71%
WLGAX
-0.47%
7.30%
-1.51%
11.42%
16.25%
14.91%
14.51%
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DDFLX vs. WLGAX - Expense Ratio Comparison
DDFLX has a 0.67% expense ratio, which is lower than WLGAX's 0.89% expense ratio.
Risk-Adjusted Performance
DDFLX vs. WLGAX — Risk-Adjusted Performance Rank
DDFLX
WLGAX
DDFLX vs. WLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Floating Rate Fund (DDFLX) and Delaware Ivy Large Cap Growth Fund (WLGAX). 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.
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Dividends
DDFLX vs. WLGAX - Dividend Comparison
DDFLX's dividend yield for the trailing twelve months is around 8.18%, more than WLGAX's 1.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDFLX Delaware Floating Rate Fund | 8.18% | 8.63% | 8.66% | 5.01% | 3.99% | 4.89% | 5.32% | 5.72% | 4.64% | 2.08% | 2.36% | 2.57% |
WLGAX Delaware Ivy Large Cap Growth Fund | 1.66% | 1.66% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% | 7.61% |
Drawdowns
DDFLX vs. WLGAX - Drawdown Comparison
The maximum DDFLX drawdown since its inception was -18.08%, smaller than the maximum WLGAX drawdown of -49.78%. Use the drawdown chart below to compare losses from any high point for DDFLX and WLGAX.
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Volatility
DDFLX vs. WLGAX - Volatility Comparison
The current volatility for Delaware Floating Rate Fund (DDFLX) is 0.57%, while Delaware Ivy Large Cap Growth Fund (WLGAX) has a volatility of 4.50%. This indicates that DDFLX experiences smaller price fluctuations and is considered to be less risky than WLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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