DLHIX vs. SHSAX
Compare and contrast key facts about Delaware Healthcare Fund (DLHIX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX).
DLHIX is managed by Delaware Funds by Macquarie. It was launched on Sep 27, 2007. SHSAX is managed by Blackrock. It was launched on Dec 20, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLHIX or SHSAX.
Correlation
The correlation between DLHIX and SHSAX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DLHIX vs. SHSAX - Performance Comparison
Key characteristics
DLHIX:
-0.23
SHSAX:
-0.34
DLHIX:
-0.17
SHSAX:
-0.33
DLHIX:
0.97
SHSAX:
0.95
DLHIX:
-0.18
SHSAX:
-0.20
DLHIX:
-0.61
SHSAX:
-0.97
DLHIX:
6.70%
SHSAX:
4.63%
DLHIX:
17.69%
SHSAX:
13.42%
DLHIX:
-37.64%
SHSAX:
-39.26%
DLHIX:
-21.89%
SHSAX:
-22.08%
Returns By Period
Over the past 10 years, DLHIX has outperformed SHSAX with an annualized return of 3.12%, while SHSAX has yielded a comparatively lower 2.57% annualized return.
DLHIX
0.00%
-15.70%
-13.51%
-4.11%
-1.79%
3.12%
SHSAX
-4.57%
-10.78%
-12.35%
-4.57%
-0.56%
2.57%
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DLHIX vs. SHSAX - Expense Ratio Comparison
DLHIX has a 0.98% expense ratio, which is lower than SHSAX's 1.09% expense ratio.
Risk-Adjusted Performance
DLHIX vs. SHSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.
Dividends
DLHIX vs. SHSAX - Dividend Comparison
Neither DLHIX nor SHSAX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Delaware Healthcare Fund | 0.00% | 0.87% | 0.25% | 0.16% | 0.44% | 0.10% | 0.91% | 3.23% | 1.27% | 1.12% | 0.32% |
BlackRock Health Sciences Opportunities Portfolio | 0.00% | 0.26% | 0.34% | 0.00% | 0.00% | 0.30% | 0.11% | 0.00% | 0.00% | 1.38% | 0.04% |
Drawdowns
DLHIX vs. SHSAX - Drawdown Comparison
The maximum DLHIX drawdown since its inception was -37.64%, roughly equal to the maximum SHSAX drawdown of -39.26%. Use the drawdown chart below to compare losses from any high point for DLHIX and SHSAX. For additional features, visit the drawdowns tool.
Volatility
DLHIX vs. SHSAX - Volatility Comparison
Delaware Healthcare Fund (DLHIX) has a higher volatility of 13.05% compared to BlackRock Health Sciences Opportunities Portfolio (SHSAX) at 6.31%. This indicates that DLHIX's price experiences larger fluctuations and is considered to be riskier than SHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.