IVINX vs. IBNAX
Compare and contrast key facts about Delaware Ivy Global Growth Fund (IVINX) and Delaware Ivy Balanced Fund (IBNAX).
IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986. IBNAX is managed by Delaware Funds by Macquarie. It was launched on Nov 15, 1987.
Performance
IVINX vs. IBNAX - Performance Comparison
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IVINX vs. IBNAX - 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% |
IBNAX Delaware Ivy Balanced Fund | -3.32% | 12.17% | 15.68% | 16.19% | -16.41% | 16.22% | 14.34% | 22.13% | -3.32% | 11.37% |
Returns By Period
In the year-to-date period, IVINX achieves a -4.25% return, which is significantly lower than IBNAX's -3.32% return. Over the past 10 years, IVINX has outperformed IBNAX with an annualized return of 10.22%, while IBNAX has yielded a comparatively lower 8.26% 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%
IBNAX
- 1D
- 2.19%
- 1M
- -3.99%
- YTD
- -3.32%
- 6M
- -3.01%
- 1Y
- 9.17%
- 3Y*
- 11.71%
- 5Y*
- 6.07%
- 10Y*
- 8.26%
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IVINX vs. IBNAX - Expense Ratio Comparison
IVINX has a 1.28% expense ratio, which is higher than IBNAX's 1.10% expense ratio.
Return for Risk
IVINX vs. IBNAX — Risk / Return Rank
IVINX
IBNAX
IVINX vs. IBNAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Growth Fund (IVINX) and Delaware Ivy Balanced Fund (IBNAX). 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 | IBNAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.87 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.28 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.36 | -0.25 |
Martin ratioReturn relative to average drawdown | 4.69 | 5.15 | -0.46 |
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 | IBNAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.87 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.30 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.50 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.34 | -0.08 |
Correlation
The correlation between IVINX and IBNAX is 0.60, 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. IBNAX - Dividend Comparison
IVINX's dividend yield for the trailing twelve months is around 9.30%, more than IBNAX's 3.21% 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% |
IBNAX Delaware Ivy Balanced Fund | 3.21% | 3.10% | 1.86% | 1.11% | 26.49% | 11.58% | 6.76% | 7.70% | 11.85% | 4.62% | 2.31% | 6.20% |
Drawdowns
IVINX vs. IBNAX - Drawdown Comparison
The maximum IVINX drawdown since its inception was -70.19%, which is greater than IBNAX's maximum drawdown of -52.04%. Use the drawdown chart below to compare losses from any high point for IVINX and IBNAX.
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Drawdown Indicators
| IVINX | IBNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -52.04% | -18.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -7.42% | -4.05% |
Max Drawdown (5Y)Largest decline over 5 years | -45.82% | -28.04% | -17.78% |
Max Drawdown (10Y)Largest decline over 10 years | -45.82% | -28.04% | -17.78% |
Current DrawdownCurrent decline from peak | -13.77% | -5.39% | -8.38% |
Average DrawdownAverage peak-to-trough decline | -20.46% | -10.52% | -9.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 1.97% | +0.76% |
Volatility
IVINX vs. IBNAX - Volatility Comparison
Delaware Ivy Global Growth Fund (IVINX) has a higher volatility of 6.79% compared to Delaware Ivy Balanced Fund (IBNAX) at 4.28%. This indicates that IVINX's price experiences larger fluctuations and is considered to be riskier than IBNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVINX | IBNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 4.28% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 7.04% | +3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 11.25% | +6.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.54% | 20.05% | +22.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.91% | 16.62% | +16.29% |