IGNAX vs. FSDPX
Compare and contrast key facts about Delaware Ivy Natural Resources Fund (IGNAX) and Fidelity Select Materials Portfolio (FSDPX).
IGNAX is managed by Delaware Funds. It was launched on Jan 1, 1997. FSDPX is managed by Fidelity. It was launched on Sep 28, 1986.
Performance
IGNAX vs. FSDPX - Performance Comparison
Loading graphics...
IGNAX vs. FSDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGNAX Delaware Ivy Natural Resources Fund | 17.23% | 38.01% | -0.56% | 1.26% | 17.52% | 26.06% | -12.38% | 9.24% | -23.79% | 2.89% |
FSDPX Fidelity Select Materials Portfolio | 9.58% | 11.32% | -2.95% | 7.29% | -9.86% | 31.66% | 21.78% | 12.40% | -23.74% | 25.99% |
Returns By Period
In the year-to-date period, IGNAX achieves a 17.23% return, which is significantly higher than FSDPX's 9.58% return. Both investments have delivered pretty close results over the past 10 years, with IGNAX having a 8.33% annualized return and FSDPX not far behind at 8.22%.
IGNAX
- 1D
- -0.45%
- 1M
- -1.35%
- YTD
- 17.23%
- 6M
- 26.13%
- 1Y
- 60.07%
- 3Y*
- 18.01%
- 5Y*
- 16.83%
- 10Y*
- 8.33%
FSDPX
- 1D
- 0.35%
- 1M
- -7.63%
- YTD
- 9.58%
- 6M
- 9.12%
- 1Y
- 20.48%
- 3Y*
- 7.08%
- 5Y*
- 6.45%
- 10Y*
- 8.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IGNAX vs. FSDPX - Expense Ratio Comparison
IGNAX has a 1.82% expense ratio, which is higher than FSDPX's 0.74% expense ratio.
Return for Risk
IGNAX vs. FSDPX — Risk / Return Rank
IGNAX
FSDPX
IGNAX vs. FSDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Natural Resources Fund (IGNAX) and Fidelity Select Materials Portfolio (FSDPX). 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 | FSDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.68 | 1.04 | +1.64 |
Sortino ratioReturn per unit of downside risk | 3.22 | 1.54 | +1.68 |
Omega ratioGain probability vs. loss probability | 1.50 | 1.21 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 3.67 | 1.38 | +2.28 |
Martin ratioReturn relative to average drawdown | 19.68 | 4.68 | +15.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IGNAX | FSDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.68 | 1.04 | +1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.32 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.38 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.42 | -0.21 |
Correlation
The correlation between IGNAX and FSDPX is 0.75, 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
IGNAX vs. FSDPX - Dividend Comparison
IGNAX has not paid dividends to shareholders, while FSDPX's dividend yield for the trailing twelve months is around 1.77%.
| 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% |
FSDPX Fidelity Select Materials Portfolio | 1.77% | 1.94% | 12.46% | 5.46% | 3.34% | 0.71% | 0.68% | 1.22% | 12.89% | 5.08% | 1.05% | 2.42% |
Drawdowns
IGNAX vs. FSDPX - Drawdown Comparison
The maximum IGNAX drawdown since its inception was -77.49%, which is greater than FSDPX's maximum drawdown of -64.19%. Use the drawdown chart below to compare losses from any high point for IGNAX and FSDPX.
Loading graphics...
Drawdown Indicators
| IGNAX | FSDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.49% | -64.19% | -13.30% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -13.53% | -2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -25.39% | +0.60% |
Max Drawdown (10Y)Largest decline over 10 years | -57.95% | -49.89% | -8.06% |
Current DrawdownCurrent decline from peak | -10.39% | -7.63% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -35.84% | -11.33% | -24.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 4.00% | -1.10% |
Volatility
IGNAX vs. FSDPX - Volatility Comparison
The current volatility for Delaware Ivy Natural Resources Fund (IGNAX) is 5.30%, while Fidelity Select Materials Portfolio (FSDPX) has a volatility of 6.64%. This indicates that IGNAX experiences smaller price fluctuations and is considered to be less risky than FSDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IGNAX | FSDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 6.64% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 14.76% | 13.61% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.34% | 20.54% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.99% | 20.29% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.58% | 21.64% | +0.94% |