DDVCX vs. WSTAX
Compare and contrast key facts about Nomura Value Fund Class C (DDVCX) and Nomura Science and Technology Fund Class A (WSTAX).
DDVCX is an actively managed fund by Nomura. It was launched on Apr 30, 2002. WSTAX is managed by Nomura.
Performance
DDVCX vs. WSTAX - Performance Comparison
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DDVCX vs. WSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DDVCX Nomura Value Fund Class C | 0.79% | 9.95% | 5.68% | 1.06% | -4.57% | 20.87% | -0.63% | 19.33% | -3.92% | 12.51% |
WSTAX Nomura Science and Technology Fund Class A | -6.53% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
Returns By Period
In the year-to-date period, DDVCX achieves a 0.79% return, which is significantly higher than WSTAX's -6.53% return. Over the past 10 years, DDVCX has underperformed WSTAX with an annualized return of 6.92%, while WSTAX has yielded a comparatively higher 19.82% annualized return.
DDVCX
- 1D
- 0.00%
- 1M
- -7.81%
- YTD
- 0.79%
- 6M
- 3.79%
- 1Y
- 11.08%
- 3Y*
- 7.27%
- 5Y*
- 4.65%
- 10Y*
- 6.92%
WSTAX
- 1D
- -1.89%
- 1M
- -11.47%
- YTD
- -6.53%
- 6M
- -3.97%
- 1Y
- 37.90%
- 3Y*
- 34.43%
- 5Y*
- 15.99%
- 10Y*
- 19.82%
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DDVCX vs. WSTAX - Expense Ratio Comparison
DDVCX has a 1.72% expense ratio, which is higher than WSTAX's 1.17% expense ratio.
Return for Risk
DDVCX vs. WSTAX — Risk / Return Rank
DDVCX
WSTAX
DDVCX vs. WSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Value Fund Class C (DDVCX) and Nomura Science and Technology Fund Class A (WSTAX). 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.
| DDVCX | WSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.27 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.82 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.98 | -1.12 |
Martin ratioReturn relative to average drawdown | 3.35 | 6.93 | -3.58 |
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
| DDVCX | WSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.27 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.44 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.65 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.46 | -0.09 |
Correlation
The correlation between DDVCX and WSTAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DDVCX vs. WSTAX - Dividend Comparison
DDVCX's dividend yield for the trailing twelve months is around 26.23%, more than WSTAX's 19.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDVCX Nomura Value Fund Class C | 26.23% | 26.55% | 30.88% | 10.78% | 9.46% | 23.96% | 1.92% | 4.13% | 5.29% | 3.08% | 1.57% | 1.97% |
WSTAX Nomura Science and Technology Fund Class A | 19.60% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
Drawdowns
DDVCX vs. WSTAX - Drawdown Comparison
The maximum DDVCX drawdown since its inception was -54.29%, roughly equal to the maximum WSTAX drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for DDVCX and WSTAX.
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Drawdown Indicators
| DDVCX | WSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.29% | -55.39% | +1.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.60% | -16.73% | +5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -18.71% | -55.39% | +36.68% |
Max Drawdown (10Y)Largest decline over 10 years | -37.60% | -55.39% | +17.79% |
Current DrawdownCurrent decline from peak | -8.59% | -16.73% | +8.14% |
Average DrawdownAverage peak-to-trough decline | -9.07% | -15.03% | +5.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 4.78% | -1.67% |
Volatility
DDVCX vs. WSTAX - Volatility Comparison
The current volatility for Nomura Value Fund Class C (DDVCX) is 3.92%, while Nomura Science and Technology Fund Class A (WSTAX) has a volatility of 8.82%. This indicates that DDVCX experiences smaller price fluctuations and is considered to be less risky than WSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DDVCX | WSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 8.82% | -4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 18.86% | -10.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.13% | 29.32% | -13.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 36.75% | -22.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 30.55% | -13.51% |