IVINX vs. DLHIX
Compare and contrast key facts about Delaware Ivy Global Growth Fund (IVINX) and Delaware Healthcare Fund (DLHIX).
IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986. DLHIX is managed by Delaware Funds by Macquarie. It was launched on Sep 27, 2007.
Performance
IVINX vs. DLHIX - Performance Comparison
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IVINX vs. DLHIX - 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% |
DLHIX Delaware Healthcare Fund | -2.92% | 22.27% | 8.76% | 5.42% | -0.99% | 5.48% | 12.02% | 31.82% | -0.59% | 32.29% |
Returns By Period
In the year-to-date period, IVINX achieves a -4.25% return, which is significantly lower than DLHIX's -2.92% return. Over the past 10 years, IVINX has underperformed DLHIX with an annualized return of 10.22%, while DLHIX has yielded a comparatively higher 10.83% 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%
DLHIX
- 1D
- 3.06%
- 1M
- -4.79%
- YTD
- -2.92%
- 6M
- 6.10%
- 1Y
- 19.29%
- 3Y*
- 12.11%
- 5Y*
- 7.28%
- 10Y*
- 10.83%
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IVINX vs. DLHIX - Expense Ratio Comparison
IVINX has a 1.28% expense ratio, which is higher than DLHIX's 0.98% expense ratio.
Return for Risk
IVINX vs. DLHIX — Risk / Return Rank
IVINX
DLHIX
IVINX vs. DLHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Growth Fund (IVINX) and Delaware Healthcare Fund (DLHIX). 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 | DLHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.90 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.32 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.49 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.69 | 4.21 | +0.48 |
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 | DLHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.90 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.46 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.61 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.71 | -0.44 |
Correlation
The correlation between IVINX and DLHIX is 0.69, 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
IVINX vs. DLHIX - Dividend Comparison
IVINX's dividend yield for the trailing twelve months is around 9.30%, less than DLHIX's 11.49% 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% |
DLHIX Delaware Healthcare Fund | 11.49% | 11.16% | 14.00% | 6.97% | 9.16% | 5.41% | 6.19% | 7.63% | 2.11% | 3.23% | 8.20% | 7.90% |
Drawdowns
IVINX vs. DLHIX - Drawdown Comparison
The maximum IVINX drawdown since its inception was -70.19%, which is greater than DLHIX's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for IVINX and DLHIX.
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Drawdown Indicators
| IVINX | DLHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -34.64% | -35.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -10.30% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -45.82% | -19.79% | -26.03% |
Max Drawdown (10Y)Largest decline over 10 years | -45.82% | -25.60% | -20.22% |
Current DrawdownCurrent decline from peak | -13.77% | -6.46% | -7.31% |
Average DrawdownAverage peak-to-trough decline | -20.46% | -5.56% | -14.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.87% | -1.14% |
Volatility
IVINX vs. DLHIX - Volatility Comparison
Delaware Ivy Global Growth Fund (IVINX) and Delaware Healthcare Fund (DLHIX) have volatilities of 6.79% and 6.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVINX | DLHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 6.70% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 12.36% | -1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 19.59% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.54% | 15.85% | +26.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.91% | 17.94% | +14.97% |