IVINX vs. ARTHX
Compare and contrast key facts about Delaware Ivy Global Growth Fund (IVINX) and Artisan Global Equity Fund (ARTHX).
IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986. ARTHX is managed by Artisan. It was launched on Mar 28, 2010.
Performance
IVINX vs. ARTHX - Performance Comparison
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IVINX vs. ARTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVINX Delaware Ivy Global Growth Fund | -4.25% | 17.76% | 17.08% | 19.05% | -18.81% | 17.34% | 20.55% | 25.63% | -6.20% | 24.32% |
ARTHX Artisan Global Equity Fund | 1.43% | 45.58% | 16.80% | 11.89% | -20.62% | 4.95% | 29.46% | 31.13% | -3.75% | 31.35% |
Returns By Period
In the year-to-date period, IVINX achieves a -4.25% return, which is significantly lower than ARTHX's 1.43% return. Over the past 10 years, IVINX has underperformed ARTHX with an annualized return of 10.22%, while ARTHX has yielded a comparatively higher 13.54% annualized return.
IVINX
- 1D
- 3.17%
- 1M
- -6.61%
- YTD
- -4.25%
- 6M
- -3.31%
- 1Y
- 12.53%
- 3Y*
- 14.22%
- 5Y*
- 7.19%
- 10Y*
- 10.22%
ARTHX
- 1D
- 1.11%
- 1M
- -7.91%
- YTD
- 1.43%
- 6M
- 2.50%
- 1Y
- 36.60%
- 3Y*
- 22.55%
- 5Y*
- 9.80%
- 10Y*
- 13.54%
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IVINX vs. ARTHX - Expense Ratio Comparison
Both IVINX and ARTHX have an expense ratio of 1.28%.
Return for Risk
IVINX vs. ARTHX — Risk / Return Rank
IVINX
ARTHX
IVINX vs. ARTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Growth Fund (IVINX) and Artisan Global Equity Fund (ARTHX). 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.
| IVINX | ARTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 2.35 | -1.60 |
Sortino ratioReturn per unit of downside risk | 1.19 | 3.00 | -1.81 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.46 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 3.28 | -2.16 |
Martin ratioReturn relative to average drawdown | 4.69 | 14.04 | -9.35 |
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
| IVINX | ARTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 2.35 | -1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.56 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.78 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.72 | -0.45 |
Correlation
The correlation between IVINX and ARTHX is 0.87, 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
IVINX vs. ARTHX - Dividend Comparison
IVINX's dividend yield for the trailing twelve months is around 9.30%, less than ARTHX's 23.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVINX Delaware Ivy Global Growth Fund | 9.30% | 8.90% | 3.86% | 6.13% | 77.33% | 6.97% | 5.20% | 0.94% | 12.51% | 7.48% | 0.00% | 2.30% |
ARTHX Artisan Global Equity Fund | 23.06% | 23.39% | 11.32% | 0.89% | 0.88% | 18.02% | 11.98% | 8.76% | 18.13% | 0.66% | 0.00% | 2.17% |
Drawdowns
IVINX vs. ARTHX - Drawdown Comparison
The maximum IVINX drawdown since its inception was -70.19%, which is greater than ARTHX's maximum drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for IVINX and ARTHX.
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Drawdown Indicators
| IVINX | ARTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -37.42% | -32.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -10.30% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -45.82% | -37.42% | -8.40% |
Max Drawdown (10Y)Largest decline over 10 years | -45.82% | -37.42% | -8.40% |
Current DrawdownCurrent decline from peak | -13.77% | -9.16% | -4.61% |
Average DrawdownAverage peak-to-trough decline | -20.46% | -7.19% | -13.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.44% | +0.29% |
Volatility
IVINX vs. ARTHX - Volatility Comparison
Delaware Ivy Global Growth Fund (IVINX) has a higher volatility of 6.79% compared to Artisan Global Equity Fund (ARTHX) at 6.09%. This indicates that IVINX's price experiences larger fluctuations and is considered to be riskier than ARTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVINX | ARTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 6.09% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 10.40% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 16.18% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.54% | 17.54% | +25.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.91% | 17.50% | +15.41% |