FICGX vs. GXXIX
FICGX (Delaware Growth Equity Fund) and GXXIX (abrdn U.S. Sustainable Leaders Fund) are both Large Cap Growth Equities funds. Over the past 10 years, FICGX returned 14.02%/yr vs 14.66%/yr for GXXIX. Their correlation of 0.91 suggests significant overlap in exposure. FICGX charges 1.04%/yr vs 0.97%/yr for GXXIX.
Performance
FICGX vs. GXXIX - Performance Comparison
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Returns By Period
In the year-to-date period, FICGX achieves a 10.78% return, which is significantly higher than GXXIX's 2.68% return. Both investments have delivered pretty close results over the past 10 years, with FICGX having a 14.02% annualized return and GXXIX not far ahead at 14.66%.
FICGX
- 1D
- 0.39%
- 1M
- 0.59%
- YTD
- 10.78%
- 6M
- 8.90%
- 1Y
- 27.73%
- 3Y*
- 22.37%
- 5Y*
- 7.00%
- 10Y*
- 14.02%
GXXIX
- 1D
- 0.07%
- 1M
- -1.66%
- YTD
- 2.68%
- 6M
- 1.36%
- 1Y
- 7.87%
- 3Y*
- 7.84%
- 5Y*
- 10.22%
- 10Y*
- 14.66%
FICGX vs. GXXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FICGX Delaware Growth Equity Fund | 10.78% | 20.49% | 23.76% | 28.68% | -24.65% | 5.54% | 28.41% | 24.12% | -3.89% | 32.19% |
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.68% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
Correlation
The correlation between FICGX and GXXIX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2011 | 0.91 |
The correlation between FICGX and GXXIX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
FICGX vs. GXXIX — Risk / Return Rank
FICGX
GXXIX
FICGX vs. GXXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Growth Equity Fund (FICGX) and abrdn U.S. Sustainable Leaders Fund (GXXIX). 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.
| FICGX | GXXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.25 | ||
| Sortino ratioReturn per unit of downside risk | +1.60 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.12 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 0.67 | +2.25 |
| Martin ratioReturn relative to average drawdown | 12.25 | 2.52 | +9.73 |
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Drawdowns
FICGX vs. GXXIX - Drawdown Comparison
The maximum FICGX drawdown since its inception was -54.19%, which is greater than GXXIX's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for FICGX and GXXIX.
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Drawdown Indicators
| FICGX | GXXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.19% | -33.65% | -20.54% |
Max Drawdown (1Y)Largest decline over 1 year | -9.48% | -11.78% | +2.30% |
Max Drawdown (3Y)Largest decline over 3 years | -20.48% | -19.74% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -47.73% | -33.65% | -14.08% |
Max Drawdown (10Y)Largest decline over 10 years | -47.73% | -33.65% | -14.08% |
Current DrawdownCurrent decline from peak | -2.22% | -4.12% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -16.21% | -6.14% | -10.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 3.13% | -0.88% |
Volatility
FICGX vs. GXXIX - Volatility Comparison
Delaware Growth Equity Fund (FICGX) has a higher volatility of 5.84% compared to abrdn U.S. Sustainable Leaders Fund (GXXIX) at 5.38%. This indicates that FICGX's price experiences larger fluctuations and is considered to be riskier than GXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FICGX | GXXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 5.38% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 10.32% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 12.63% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 27.84% | -6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 23.72% | -3.09% |
FICGX vs. GXXIX - Expense Ratio Comparison
FICGX has a 1.04% expense ratio, which is higher than GXXIX's 0.97% expense ratio.
Dividends
FICGX vs. GXXIX - Dividend Comparison
FICGX's dividend yield for the trailing twelve months is around 3.43%, more than GXXIX's 2.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FICGX Delaware Growth Equity Fund | 3.43% | 3.80% | 5.28% | 2.75% | 32.39% | 7.63% | 9.65% | 10.92% | 5.77% | 9.05% | 16.01% | 10.46% |
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.24% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
Frequently Asked Questions
FICGX and GXXIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FICGX has higher volatility (5.84%) compared to GXXIX (5.38%). In terms of maximum drawdown, FICGX dropped -54.19% vs GXXIX's -33.65%.
FICGX currently has the higher Sharpe Ratio (1.88 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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