IVIAX vs. BLK
Compare and contrast key facts about Delaware Ivy International Core Equity Fund (IVIAX) and BlackRock, Inc. (BLK).
IVIAX is managed by Delaware Funds. It was launched on May 13, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVIAX or BLK.
Correlation
The correlation between IVIAX and BLK is 0.48, 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.
Performance
IVIAX vs. BLK - Performance Comparison
Key characteristics
IVIAX:
0.80
BLK:
1.38
IVIAX:
1.16
BLK:
1.90
IVIAX:
1.15
BLK:
1.25
IVIAX:
1.19
BLK:
1.55
IVIAX:
2.84
BLK:
5.96
IVIAX:
3.74%
BLK:
4.62%
IVIAX:
13.26%
BLK:
20.01%
IVIAX:
-60.88%
BLK:
-60.36%
IVIAX:
-1.73%
BLK:
-8.12%
Returns By Period
In the year-to-date period, IVIAX achieves a 6.66% return, which is significantly higher than BLK's -3.60% return. Over the past 10 years, IVIAX has underperformed BLK with an annualized return of 3.75%, while BLK has yielded a comparatively higher 13.01% annualized return.
IVIAX
6.66%
6.98%
5.06%
10.07%
6.06%
3.75%
BLK
-3.60%
3.41%
16.89%
26.20%
14.58%
13.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IVIAX vs. BLK — Risk-Adjusted Performance Rank
IVIAX
BLK
IVIAX vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy International Core Equity Fund (IVIAX) and BlackRock, Inc. (BLK). 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
IVIAX vs. BLK - Dividend Comparison
IVIAX's dividend yield for the trailing twelve months is around 0.65%, less than BLK's 2.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVIAX Delaware Ivy International Core Equity Fund | 0.65% | 0.69% | 2.55% | 0.82% | 2.43% | 0.98% | 2.39% | 2.35% | 1.01% | 1.59% | 0.82% | 1.38% |
BLK BlackRock, Inc. | 2.06% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% |
Drawdowns
IVIAX vs. BLK - Drawdown Comparison
The maximum IVIAX drawdown since its inception was -60.88%, roughly equal to the maximum BLK drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for IVIAX and BLK. For additional features, visit the drawdowns tool.
Volatility
IVIAX vs. BLK - Volatility Comparison
The current volatility for Delaware Ivy International Core Equity Fund (IVIAX) is 3.66%, while BlackRock, Inc. (BLK) has a volatility of 9.08%. This indicates that IVIAX experiences smaller price fluctuations and is considered to be less risky than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.