ITCSX vs. IBOAX
Compare and contrast key facts about VY T. Rowe Price Capital Appreciation Portfolio (ITCSX) and Delaware Ivy Securian Core Bond Fund (IBOAX).
ITCSX is managed by T. Rowe Price. It was launched on Jan 23, 1989. IBOAX is managed by Delaware Funds. It was launched on Aug 14, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITCSX or IBOAX.
Correlation
The correlation between ITCSX and IBOAX 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
ITCSX vs. IBOAX - Performance Comparison
Key characteristics
Returns By Period
ITCSX
2.87%
1.54%
5.64%
11.50%
0.46%
1.35%
IBOAX
N/A
N/A
N/A
N/A
N/A
N/A
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ITCSX vs. IBOAX - Expense Ratio Comparison
ITCSX has a 0.89% expense ratio, which is higher than IBOAX's 0.70% expense ratio.
Risk-Adjusted Performance
ITCSX vs. IBOAX — Risk-Adjusted Performance Rank
ITCSX
IBOAX
ITCSX vs. IBOAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VY T. Rowe Price Capital Appreciation Portfolio (ITCSX) and Delaware Ivy Securian Core Bond Fund (IBOAX). 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
ITCSX vs. IBOAX - Dividend Comparison
ITCSX's dividend yield for the trailing twelve months is around 2.47%, while IBOAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITCSX VY T. Rowe Price Capital Appreciation Portfolio | 2.47% | 2.54% | 1.99% | 1.36% | 0.77% | 1.20% | 1.41% | 2.29% | 1.18% | 1.34% | 1.32% | 1.30% |
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% |
Drawdowns
ITCSX vs. IBOAX - Drawdown Comparison
Volatility
ITCSX vs. IBOAX - Volatility Comparison
VY T. Rowe Price Capital Appreciation Portfolio (ITCSX) has a higher volatility of 2.33% compared to Delaware Ivy Securian Core Bond Fund (IBOAX) at 0.00%. This indicates that ITCSX's price experiences larger fluctuations and is considered to be riskier than IBOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.