IGNAX vs. DCCIX
Compare and contrast key facts about Delaware Ivy Natural Resources Fund (IGNAX) and Delaware Small Cap Core Fund (DCCIX).
IGNAX is managed by Delaware Funds. It was launched on Jan 1, 1997. DCCIX is managed by Delaware Funds. It was launched on Dec 29, 1998.
Performance
IGNAX vs. DCCIX - Performance Comparison
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IGNAX vs. DCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGNAX Delaware Ivy Natural Resources Fund | 18.73% | 38.01% | -0.56% | 1.26% | 17.52% | 26.06% | -12.38% | 9.24% | -23.79% | 2.89% |
DCCIX Delaware Small Cap Core Fund | -0.36% | 4.59% | 10.27% | 14.65% | -15.94% | 23.23% | 14.81% | 26.04% | -11.82% | 14.06% |
Returns By Period
In the year-to-date period, IGNAX achieves a 18.73% return, which is significantly higher than DCCIX's -0.36% return. Over the past 10 years, IGNAX has underperformed DCCIX with an annualized return of 8.47%, while DCCIX has yielded a comparatively higher 9.27% annualized return.
IGNAX
- 1D
- 1.29%
- 1M
- -0.81%
- YTD
- 18.73%
- 6M
- 27.22%
- 1Y
- 61.27%
- 3Y*
- 18.52%
- 5Y*
- 16.68%
- 10Y*
- 8.47%
DCCIX
- 1D
- 2.95%
- 1M
- -6.12%
- YTD
- -0.36%
- 6M
- 1.67%
- 1Y
- 13.27%
- 3Y*
- 8.74%
- 5Y*
- 3.54%
- 10Y*
- 9.27%
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IGNAX vs. DCCIX - Expense Ratio Comparison
IGNAX has a 1.82% expense ratio, which is higher than DCCIX's 0.81% expense ratio.
Return for Risk
IGNAX vs. DCCIX — Risk / Return Rank
IGNAX
DCCIX
IGNAX vs. DCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Natural Resources Fund (IGNAX) and Delaware Small Cap Core Fund (DCCIX). 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.
| IGNAX | DCCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.80 | 0.62 | +2.18 |
Sortino ratioReturn per unit of downside risk | 3.33 | 1.02 | +2.31 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.14 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 3.94 | 0.75 | +3.19 |
Martin ratioReturn relative to average drawdown | 21.18 | 2.87 | +18.31 |
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
| IGNAX | DCCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.80 | 0.62 | +2.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.17 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.42 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.45 | -0.24 |
Correlation
The correlation between IGNAX and DCCIX is 0.66, 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
IGNAX vs. DCCIX - Dividend Comparison
IGNAX has not paid dividends to shareholders, while DCCIX's dividend yield for the trailing twelve months is around 4.42%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGNAX Delaware Ivy Natural Resources Fund | 0.00% | 0.00% | 5.68% | 1.94% | 2.02% | 2.30% | 0.29% | 1.75% | 0.00% | 0.00% | 0.06% | 0.00% |
DCCIX Delaware Small Cap Core Fund | 4.42% | 4.40% | 1.18% | 4.17% | 3.82% | 6.35% | 0.40% | 2.03% | 10.74% | 7.97% | 1.11% | 3.11% |
Drawdowns
IGNAX vs. DCCIX - Drawdown Comparison
The maximum IGNAX drawdown since its inception was -77.49%, which is greater than DCCIX's maximum drawdown of -59.44%. Use the drawdown chart below to compare losses from any high point for IGNAX and DCCIX.
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Drawdown Indicators
| IGNAX | DCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.49% | -59.44% | -18.05% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -14.65% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -26.71% | +1.92% |
Max Drawdown (10Y)Largest decline over 10 years | -57.95% | -39.44% | -18.51% |
Current DrawdownCurrent decline from peak | -9.23% | -7.58% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -35.83% | -9.34% | -26.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 3.84% | -0.94% |
Volatility
IGNAX vs. DCCIX - Volatility Comparison
The current volatility for Delaware Ivy Natural Resources Fund (IGNAX) is 5.41%, while Delaware Small Cap Core Fund (DCCIX) has a volatility of 6.35%. This indicates that IGNAX experiences smaller price fluctuations and is considered to be less risky than DCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGNAX | DCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 6.35% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 11.98% | +2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.32% | 21.78% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.99% | 21.01% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.59% | 22.14% | +0.45% |