DEVLX vs. CTSIX

In the year-to-date period, DEVLX achieves a -3.94% return, which is significantly lower than CTSIX's -0.19% return.

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DEVLX has a 1.11% expense ratio, which is higher than CTSIX's 1.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Value Fund (DEVLX) and Calamos Timpani Small Cap Growth Fund (CTSIX). 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 DEVLX Sharpe Ratio is 0.09, which is lower than the CTSIX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of DEVLX and CTSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DEVLX's dividend yield for the trailing twelve months is around 13.19%, more than CTSIX's 2.59% yield.

The maximum DEVLX drawdown since its inception was -60.08%, which is greater than CTSIX's maximum drawdown of -50.83%. Use the drawdown chart below to compare losses from any high point for DEVLX and CTSIX.

Delaware Small Cap Value Fund (DEVLX) has a higher volatility of 6.33% compared to Calamos Timpani Small Cap Growth Fund (CTSIX) at 5.47%. This indicates that DEVLX's price experiences larger fluctuations and is considered to be riskier than CTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.