IBNAX vs. IVINX
Compare and contrast key facts about Delaware Ivy Balanced Fund (IBNAX) and Delaware Ivy Global Growth Fund (IVINX).
IBNAX is managed by Delaware Funds by Macquarie. It was launched on Nov 15, 1987. IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986.
Performance
IBNAX vs. IVINX - Performance Comparison
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IBNAX vs. IVINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBNAX Delaware Ivy Balanced Fund | -3.32% | 12.17% | 15.68% | 16.19% | -16.41% | 16.22% | 14.34% | 22.13% | -3.32% | 11.37% |
IVINX Delaware Ivy Global Growth Fund | -4.25% | 17.76% | 17.08% | 19.05% | -18.81% | 17.34% | 20.55% | 25.63% | -6.20% | 24.32% |
Returns By Period
In the year-to-date period, IBNAX achieves a -3.32% return, which is significantly higher than IVINX's -4.25% return. Over the past 10 years, IBNAX has underperformed IVINX with an annualized return of 8.26%, while IVINX has yielded a comparatively higher 10.22% annualized return.
IBNAX
- 1D
- 2.19%
- 1M
- -3.99%
- YTD
- -3.32%
- 6M
- -3.01%
- 1Y
- 9.17%
- 3Y*
- 11.71%
- 5Y*
- 6.07%
- 10Y*
- 8.26%
IVINX
- 1D
- 3.17%
- 1M
- -6.61%
- YTD
- -4.25%
- 6M
- -3.31%
- 1Y
- 12.53%
- 3Y*
- 14.22%
- 5Y*
- 7.19%
- 10Y*
- 10.22%
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IBNAX vs. IVINX - Expense Ratio Comparison
IBNAX has a 1.10% expense ratio, which is lower than IVINX's 1.28% expense ratio.
Return for Risk
IBNAX vs. IVINX — Risk / Return Rank
IBNAX
IVINX
IBNAX vs. IVINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Balanced Fund (IBNAX) and Delaware Ivy Global Growth Fund (IVINX). 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.
| IBNAX | IVINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.75 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.19 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.12 | +0.25 |
Martin ratioReturn relative to average drawdown | 5.15 | 4.69 | +0.46 |
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
| IBNAX | IVINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.75 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.17 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.31 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.27 | +0.08 |
Correlation
The correlation between IBNAX and IVINX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IBNAX vs. IVINX - Dividend Comparison
IBNAX's dividend yield for the trailing twelve months is around 3.21%, less than IVINX's 9.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBNAX Delaware Ivy Balanced Fund | 3.21% | 3.10% | 1.86% | 1.11% | 26.49% | 11.58% | 6.76% | 7.70% | 11.85% | 4.62% | 2.31% | 6.20% |
IVINX Delaware Ivy Global Growth Fund | 9.30% | 8.90% | 3.86% | 6.13% | 77.33% | 6.97% | 5.20% | 0.94% | 12.51% | 7.48% | 0.00% | 2.30% |
Drawdowns
IBNAX vs. IVINX - Drawdown Comparison
The maximum IBNAX drawdown since its inception was -52.04%, smaller than the maximum IVINX drawdown of -70.19%. Use the drawdown chart below to compare losses from any high point for IBNAX and IVINX.
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Drawdown Indicators
| IBNAX | IVINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.04% | -70.19% | +18.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.42% | -11.47% | +4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.04% | -45.82% | +17.78% |
Max Drawdown (10Y)Largest decline over 10 years | -28.04% | -45.82% | +17.78% |
Current DrawdownCurrent decline from peak | -5.39% | -13.77% | +8.38% |
Average DrawdownAverage peak-to-trough decline | -10.52% | -20.46% | +9.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.73% | -0.76% |
Volatility
IBNAX vs. IVINX - Volatility Comparison
The current volatility for Delaware Ivy Balanced Fund (IBNAX) is 4.28%, while Delaware Ivy Global Growth Fund (IVINX) has a volatility of 6.79%. This indicates that IBNAX experiences smaller price fluctuations and is considered to be less risky than IVINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBNAX | IVINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 6.79% | -2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 7.04% | 10.40% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 17.57% | -6.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.05% | 42.54% | -22.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.62% | 32.91% | -16.29% |