DDIIX vs. QBDSX
DDIIX (Delaware Wealth Builder Fund) and QBDSX (Quantified Managed Income Fund) are both Diversified Portfolio funds. Over the past 10 years, DDIIX returned 7.79%/yr vs 0.56%/yr for QBDSX. Their 0.44 correlation means their historical movements had little consistent relationship. DDIIX charges 0.84%/yr vs 1.31%/yr for QBDSX.
Performance
DDIIX vs. QBDSX - Performance Comparison
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Returns By Period
In the year-to-date period, DDIIX achieves a 10.36% return, which is significantly higher than QBDSX's -0.25% return. Over the past 10 years, DDIIX has outperformed QBDSX with an annualized return of 7.79%, while QBDSX has yielded a comparatively lower 0.56% annualized return.
DDIIX
- 1D
- 0.06%
- 1M
- 1.21%
- 6M
- 6.65%
- YTD
- 10.36%
- 1Y
- 19.20%
- 3Y*
- 12.99%
- 5Y*
- 8.60%
- 10Y*
- 7.79%
- ALL TIME*
- 7.00%
QBDSX
- 1D
- 0.00%
- 1M
- 0.13%
- 6M
- -1.00%
- YTD
- -0.25%
- 1Y
- 0.15%
- 3Y*
- 2.28%
- 5Y*
- 0.70%
- 10Y*
- 0.56%
- ALL TIME*
- 0.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DDIIX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DDIIX Delaware Wealth Builder Fund | 10.36% | 13.58% | 10.69% | 12.44% | -8.50% | 18.09% | 3.11% | 18.09% | -7.03% | 9.40% |
QBDSX Quantified Managed Income Fund | -0.25% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
Correlation
The correlation between DDIIX and QBDSX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.44 |
Over the past year, DDIIX and QBDSX have become more correlated (0.65) than their long-term average of 0.44, meaning their price movements have been converging.
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Return for Risk
DDIIX vs. QBDSX — Risk / Return Rank
DDIIX
QBDSX
DDIIX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Wealth Builder Fund (DDIIX) and Quantified Managed Income Fund (QBDSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DDIIX | QBDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.23 | ||
| Sortino ratioReturn per unit of downside risk | +3.15 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.00 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | -0.03 | +2.97 |
| Martin ratioReturn relative to average drawdown | 12.36 | -0.07 | +12.43 |
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Drawdowns
DDIIX vs. QBDSX - Drawdown Comparison
The maximum DDIIX drawdown since its inception was -47.01%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for DDIIX and QBDSX.
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Drawdown Indicators
| DDIIX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.01% | -18.38% | -28.63% |
Max Drawdown (1Y)Largest decline over 1 year | -6.46% | -3.09% | -3.37% |
Max Drawdown (3Y)Largest decline over 3 years | -11.62% | -3.76% | -7.86% |
Max Drawdown (5Y)Largest decline over 5 years | -15.70% | -7.40% | -8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -29.46% | -18.38% | -11.08% |
Current DrawdownCurrent decline from peak | -0.15% | -8.29% | +8.14% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -6.86% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 1.43% | +0.10% |
Volatility
DDIIX vs. QBDSX - Volatility Comparison
Delaware Wealth Builder Fund (DDIIX) has a higher volatility of 2.20% compared to Quantified Managed Income Fund (QBDSX) at 0.75%. This indicates that DDIIX's price experiences larger fluctuations and is considered to be riskier than QBDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DDIIX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 0.75% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.92% | 2.38% | +4.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.64% | 3.52% | +5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.53% | 4.31% | +6.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.26% | 5.24% | +6.02% |
DDIIX vs. QBDSX - Expense Ratio Comparison
DDIIX has a 0.84% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Dividends
DDIIX vs. QBDSX - Dividend Comparison
DDIIX's dividend yield for the trailing twelve months is around 6.30%, more than QBDSX's 4.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDIIX Delaware Wealth Builder Fund | 6.30% | 7.38% | 6.40% | 4.23% | 8.05% | 7.15% | 2.54% | 4.46% | 9.67% | 2.88% | 2.19% | 2.79% |
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
Frequently Asked Questions
DDIIX and QBDSX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DDIIX has higher volatility (2.20%) compared to QBDSX (0.75%). In terms of maximum drawdown, DDIIX dropped -47.01% vs QBDSX's -18.38%.
DDIIX currently has the higher Sharpe Ratio (2.20 vs -0.03), 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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