DPREX vs. IPIRX

Last updated Aug 1, 2026

DPREX (Delaware Global Listed Real Assets Fund) and IPIRX (Voya Global Perspectives Portfolio) are both Global Allocation funds. Their 0.68 correlation means they have sometimes moved together and sometimes differently. DPREX charges 1.31%/yr vs 0.20%/yr for IPIRX.

Performance

DPREX vs. IPIRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Global Listed Real Assets Fund (DPREX) and Voya Global Perspectives Portfolio (IPIRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DPREX

• 1D: 0.41%
• 1M: 1.79%
• 6M: 5.25%
• YTD: 9.92%
• 1Y: 19.78%
• 3Y*: 9.55%
• 5Y*: 6.18%
• 10Y*: 5.27%
• ALL TIME*: 9.48%

IPIRX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DPREX Delaware Global Listed Real Assets Fund	$0.00	$0.00	$0.00

DPREX vs. IPIRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DPREX Delaware Global Listed Real Assets Fund	9.92%	18.95%	-1.23%	7.01%	-7.07%	19.08%	1.22%	30.71%	-7.79%	1.00%
IPIRX Voya Global Perspectives Portfolio	6.84%	14.21%	7.31%	10.65%	-17.52%	6.06%	16.10%	18.35%	-9.87%	15.00%

Correlation

The correlation between DPREX and IPIRX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.51
Correlation (3Y) Balances recent behavior with more history.	0.70
Correlation (5Y) Shows whether the relationship held over a longer period.	0.76
Correlation (10Y) Provides a long-term view across more market conditions.	0.70
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.68

The correlation between DPREX and IPIRX shifts across timeframes, from 0.51 (1 year) to 0.76 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

DPREX vs. IPIRX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DPREX

DPREX Risk / Return Rank: 91
DPREX Sharpe Ratio Rank: 93
DPREX Sortino Ratio Rank: 90
DPREX Omega Ratio Rank: 87
DPREX Calmar Ratio Rank: 93
DPREX Martin Ratio Rank: 93

IPIRX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DPREX vs. IPIRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Global Listed Real Assets Fund (DPREX) and Voya Global Perspectives Portfolio (IPIRX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DPREX	IPIRX	Difference
Sharpe ratio: Return per unit of total volatility	2.47	—	—
Sortino ratio: Return per unit of downside risk	3.42	—	—
Omega ratio: Gain probability vs. loss probability	1.45	—	—
Calmar ratio: Return relative to maximum drawdown	3.86	—	—
Martin ratio: Return relative to average drawdown	13.80	—	—

Drawdowns

Drawdown Indicators

	DPREX	IPIRX	Difference
Max Drawdown Largest peak-to-trough decline	-71.95%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-5.00%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-10.99%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.04%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-31.40%	—	—
Current Drawdown Current decline from peak	-0.64%	—	—
Average Drawdown Average peak-to-trough decline	-10.72%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.40%	—	—

Volatility

Volatility by Period

	DPREX	IPIRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.87%	—	—
Volatility (6M) Calculated over the trailing 6-month period	6.20%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	7.86%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.45%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.08%	—	—

DPREX vs. IPIRX - Expense Ratio Comparison

DPREX has a 1.31% expense ratio, which is higher than IPIRX's 0.20% expense ratio.

Dividends

DPREX vs. IPIRX - Dividend Comparison

DPREX's dividend yield for the trailing twelve months is around 2.50%, less than IPIRX's 39.58% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DPREX Delaware Global Listed Real Assets Fund	2.50%	2.60%	2.46%	1.73%	14.25%	5.80%	1.71%	3.87%	2.49%	3.69%	22.78%	12.98%
IPIRX Voya Global Perspectives Portfolio	39.58%	5.64%	3.25%	14.65%	13.55%	6.34%	6.25%	7.80%	1.30%	2.78%	2.78%	7.16%

Frequently Asked Questions

Can I hold both DPREX and IPIRX in my portfolio?

DPREX and IPIRX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.