DDVIX vs. WLGAX

In the year-to-date period, DDVIX achieves a 0.22% return, which is significantly lower than WLGAX's 1.10% return. Over the past 10 years, DDVIX has underperformed WLGAX with an annualized return of 4.42%, while WLGAX has yielded a comparatively higher 7.63% annualized return.

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DDVIX has a 0.68% expense ratio, which is lower than WLGAX's 0.89% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Value Fund (DDVIX) 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.

The current DDVIX Sharpe Ratio is -0.69, which is lower than the WLGAX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of DDVIX and WLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DDVIX's dividend yield for the trailing twelve months is around 1.39%, while WLGAX has not paid dividends to shareholders.

The maximum DDVIX drawdown since its inception was -53.49%, which is greater than WLGAX's maximum drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for DDVIX and WLGAX. For additional features, visit the drawdowns tool.

Delaware Value Fund (DDVIX) has a higher volatility of 27.08% compared to Delaware Ivy Large Cap Growth Fund (WLGAX) at 4.29%. This indicates that DDVIX's price experiences larger fluctuations and is considered to be riskier than WLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.