IBOAX vs. ITCSX
Compare and contrast key facts about Delaware Ivy Securian Core Bond Fund (IBOAX) and VY T. Rowe Price Capital Appreciation Portfolio (ITCSX).
IBOAX is managed by Delaware Funds. It was launched on Aug 14, 1987. ITCSX is managed by T. Rowe Price. It was launched on Jan 23, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBOAX or ITCSX.
Correlation
The correlation between IBOAX and ITCSX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IBOAX vs. ITCSX - Performance Comparison
Key characteristics
Returns By Period
IBOAX
N/A
N/A
N/A
N/A
N/A
N/A
ITCSX
1.59%
1.23%
5.34%
11.58%
0.21%
1.24%
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IBOAX vs. ITCSX - Expense Ratio Comparison
IBOAX has a 0.70% expense ratio, which is lower than ITCSX's 0.89% expense ratio.
Risk-Adjusted Performance
IBOAX vs. ITCSX — Risk-Adjusted Performance Rank
IBOAX
ITCSX
IBOAX vs. ITCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Securian Core Bond Fund (IBOAX) and VY T. Rowe Price Capital Appreciation Portfolio (ITCSX). 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
IBOAX vs. ITCSX - Dividend Comparison
IBOAX has not paid dividends to shareholders, while ITCSX's dividend yield for the trailing twelve months is around 2.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBOAX Delaware Ivy Securian Core Bond Fund | 1.77% | 2.14% | 4.19% | 3.32% | 2.11% | 4.41% | 3.55% | 2.89% | 2.66% | 2.42% | 2.53% | 4.35% |
ITCSX VY T. Rowe Price Capital Appreciation Portfolio | 2.50% | 2.54% | 1.99% | 1.36% | 0.77% | 1.20% | 1.41% | 2.29% | 1.18% | 1.34% | 1.32% | 1.30% |
Drawdowns
IBOAX vs. ITCSX - Drawdown Comparison
Volatility
IBOAX vs. ITCSX - Volatility Comparison
The current volatility for Delaware Ivy Securian Core Bond Fund (IBOAX) is 0.00%, while VY T. Rowe Price Capital Appreciation Portfolio (ITCSX) has a volatility of 2.17%. This indicates that IBOAX experiences smaller price fluctuations and is considered to be less risky than ITCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.