DEGGX vs. IVINX
Compare and contrast key facts about Delaware Strategic Income Fund (DEGGX) and Delaware Ivy Global Growth Fund (IVINX).
DEGGX is managed by Delaware Funds by Macquarie. It was launched on Aug 15, 1985. IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986.
Performance
DEGGX vs. IVINX - Performance Comparison
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DEGGX vs. IVINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DEGGX Delaware Strategic Income Fund | -1.80% | 7.92% | 6.56% | 8.76% | -10.49% | 1.16% | 10.12% | 13.63% | -4.11% | 6.72% |
IVINX Delaware Ivy Global Growth Fund | -4.25% | 17.76% | 17.08% | 19.05% | -18.81% | 17.34% | 20.55% | 25.63% | -6.20% | 24.32% |
Returns By Period
In the year-to-date period, DEGGX achieves a -1.80% return, which is significantly higher than IVINX's -4.25% return. Over the past 10 years, DEGGX has underperformed IVINX with an annualized return of 3.60%, while IVINX has yielded a comparatively higher 10.22% annualized return.
DEGGX
- 1D
- 0.27%
- 1M
- -1.46%
- YTD
- -1.80%
- 6M
- -0.30%
- 1Y
- 5.26%
- 3Y*
- 6.18%
- 5Y*
- 2.27%
- 10Y*
- 3.60%
IVINX
- 1D
- 3.17%
- 1M
- -6.61%
- YTD
- -4.25%
- 6M
- -3.31%
- 1Y
- 12.53%
- 3Y*
- 14.22%
- 5Y*
- 7.19%
- 10Y*
- 10.22%
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DEGGX vs. IVINX - Expense Ratio Comparison
DEGGX has a 0.90% expense ratio, which is lower than IVINX's 1.28% expense ratio.
Return for Risk
DEGGX vs. IVINX — Risk / Return Rank
DEGGX
IVINX
DEGGX vs. IVINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Strategic Income Fund (DEGGX) and Delaware Ivy Global Growth Fund (IVINX). 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.
| DEGGX | IVINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.75 | +0.82 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.19 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.17 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.12 | +1.11 |
Martin ratioReturn relative to average drawdown | 8.24 | 4.69 | +3.55 |
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
| DEGGX | IVINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.75 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.17 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.31 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.27 | +0.33 |
Correlation
The correlation between DEGGX and IVINX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
DEGGX vs. IVINX - Dividend Comparison
DEGGX's dividend yield for the trailing twelve months is around 5.76%, less than IVINX's 9.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEGGX Delaware Strategic Income Fund | 5.76% | 6.09% | 5.91% | 4.46% | 4.60% | 3.78% | 4.14% | 5.41% | 5.32% | 4.91% | 2.54% | 2.77% |
IVINX Delaware Ivy Global Growth Fund | 9.30% | 8.90% | 3.86% | 6.13% | 77.33% | 6.97% | 5.20% | 0.94% | 12.51% | 7.48% | 0.00% | 2.30% |
Drawdowns
DEGGX vs. IVINX - Drawdown Comparison
The maximum DEGGX drawdown since its inception was -16.81%, smaller than the maximum IVINX drawdown of -70.19%. Use the drawdown chart below to compare losses from any high point for DEGGX and IVINX.
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Drawdown Indicators
| DEGGX | IVINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.81% | -70.19% | +53.38% |
Max Drawdown (1Y)Largest decline over 1 year | -2.55% | -11.47% | +8.92% |
Max Drawdown (5Y)Largest decline over 5 years | -16.07% | -45.82% | +29.75% |
Max Drawdown (10Y)Largest decline over 10 years | -16.81% | -45.82% | +29.01% |
Current DrawdownCurrent decline from peak | -2.03% | -13.77% | +11.74% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -20.46% | +18.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 2.73% | -2.04% |
Volatility
DEGGX vs. IVINX - Volatility Comparison
The current volatility for Delaware Strategic Income Fund (DEGGX) is 1.11%, while Delaware Ivy Global Growth Fund (IVINX) has a volatility of 6.79%. This indicates that DEGGX experiences smaller price fluctuations and is considered to be less risky than IVINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DEGGX | IVINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 6.79% | -5.68% |
Volatility (6M)Calculated over the trailing 6-month period | 1.93% | 10.40% | -8.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.38% | 17.57% | -14.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.06% | 42.54% | -38.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 32.91% | -28.77% |