FIUSX vs. NAMAX
Compare and contrast key facts about Delaware Opportunity Fund (FIUSX) and Columbia Select Mid Cap Value Fund (NAMAX).
FIUSX is managed by Delaware Funds. It was launched on Aug 24, 1992. NAMAX is managed by Columbia. It was launched on Nov 20, 2001.
Performance
FIUSX vs. NAMAX - Performance Comparison
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FIUSX vs. NAMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 9.00% | 12.60% | 14.07% | 11.68% | -9.62% | 30.95% | 0.88% | 29.58% | -15.71% | 18.67% |
NAMAX Columbia Select Mid Cap Value Fund | 7.73% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
Returns By Period
In the year-to-date period, FIUSX achieves a 9.00% return, which is significantly higher than NAMAX's 7.73% return. Both investments have delivered pretty close results over the past 10 years, with FIUSX having a 10.16% annualized return and NAMAX not far ahead at 10.34%.
FIUSX
- 1D
- 0.85%
- 1M
- -2.09%
- YTD
- 9.00%
- 6M
- 11.58%
- 1Y
- 26.78%
- 3Y*
- 16.55%
- 5Y*
- 9.76%
- 10Y*
- 10.16%
NAMAX
- 1D
- 0.64%
- 1M
- -3.77%
- YTD
- 7.73%
- 6M
- 10.23%
- 1Y
- 24.40%
- 3Y*
- 14.76%
- 5Y*
- 9.67%
- 10Y*
- 10.34%
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FIUSX vs. NAMAX - Expense Ratio Comparison
FIUSX has a 1.15% expense ratio, which is higher than NAMAX's 0.88% expense ratio.
Return for Risk
FIUSX vs. NAMAX — Risk / Return Rank
FIUSX
NAMAX
FIUSX vs. NAMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Opportunity Fund (FIUSX) and Columbia Select Mid Cap Value Fund (NAMAX). 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.
| FIUSX | NAMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 1.37 | +0.18 |
Sortino ratioReturn per unit of downside risk | 2.19 | 1.93 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.28 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 1.89 | +0.40 |
Martin ratioReturn relative to average drawdown | 10.93 | 8.15 | +2.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIUSX | NAMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 1.37 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.54 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.52 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.46 | -0.02 |
Correlation
The correlation between FIUSX and NAMAX is 0.95, 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.
Dividends
FIUSX vs. NAMAX - Dividend Comparison
FIUSX's dividend yield for the trailing twelve months is around 10.58%, more than NAMAX's 6.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 10.58% | 11.53% | 12.68% | 2.85% | 8.96% | 5.62% | 1.60% | 40.65% | 12.11% | 6.00% | 4.23% | 1.14% |
NAMAX Columbia Select Mid Cap Value Fund | 6.20% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
Drawdowns
FIUSX vs. NAMAX - Drawdown Comparison
The maximum FIUSX drawdown since its inception was -56.30%, smaller than the maximum NAMAX drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for FIUSX and NAMAX.
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Drawdown Indicators
| FIUSX | NAMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.30% | -60.44% | +4.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.57% | -8.49% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -20.90% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -46.38% | -43.24% | -3.14% |
Current DrawdownCurrent decline from peak | -3.58% | -5.61% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -8.56% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 3.16% | -0.46% |
Volatility
FIUSX vs. NAMAX - Volatility Comparison
Delaware Opportunity Fund (FIUSX) and Columbia Select Mid Cap Value Fund (NAMAX) have volatilities of 5.62% and 5.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUSX | NAMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 5.67% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 10.57% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 18.98% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 18.12% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.53% | 20.02% | +0.51% |