DLHIX vs. FFRIX

In the year-to-date period, DLHIX achieves a -5.71% return, which is significantly lower than FFRIX's -0.41% return. Over the past 10 years, DLHIX has underperformed FFRIX with an annualized return of 1.51%, while FFRIX has yielded a comparatively higher 4.45% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DLHIX has a 0.98% expense ratio, which is higher than FFRIX's 0.72% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) and Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX). 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 DLHIX Sharpe Ratio is -0.87, which is lower than the FFRIX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of DLHIX and FFRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DLHIX's dividend yield for the trailing twelve months is around 0.44%, less than FFRIX's 7.42% yield.

The maximum DLHIX drawdown since its inception was -37.64%, which is greater than FFRIX's maximum drawdown of -22.13%. Use the drawdown chart below to compare losses from any high point for DLHIX and FFRIX. For additional features, visit the drawdowns tool.