IVINX vs. SSGLX
Compare and contrast key facts about Delaware Ivy Global Growth Fund (IVINX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX).
IVINX is managed by Delaware Funds by Macquarie. It was launched on Apr 29, 1986. SSGLX is a passively managed fund by State Street that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Sep 17, 2014.
Performance
IVINX vs. SSGLX - Performance Comparison
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IVINX vs. SSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVINX Delaware Ivy Global Growth Fund | -3.41% | 17.76% | 17.08% | 19.05% | -18.81% | 17.34% | 20.55% | 25.63% | -6.20% | 24.32% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | 3.16% | 32.64% | 4.98% | 15.67% | -16.44% | 8.36% | 11.11% | 21.52% | -14.05% | 27.12% |
Returns By Period
In the year-to-date period, IVINX achieves a -3.41% return, which is significantly lower than SSGLX's 3.16% return. Over the past 10 years, IVINX has outperformed SSGLX with an annualized return of 10.32%, while SSGLX has yielded a comparatively lower 8.99% annualized return.
IVINX
- 1D
- 0.88%
- 1M
- -3.87%
- YTD
- -3.41%
- 6M
- -2.74%
- 1Y
- 12.91%
- 3Y*
- 14.55%
- 5Y*
- 7.38%
- 10Y*
- 10.32%
SSGLX
- 1D
- 1.85%
- 1M
- -2.37%
- YTD
- 3.16%
- 6M
- 7.15%
- 1Y
- 29.06%
- 3Y*
- 15.84%
- 5Y*
- 7.45%
- 10Y*
- 8.99%
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IVINX vs. SSGLX - Expense Ratio Comparison
IVINX has a 1.28% expense ratio, which is higher than SSGLX's 0.07% expense ratio.
Return for Risk
IVINX vs. SSGLX — Risk / Return Rank
IVINX
SSGLX
IVINX vs. SSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Growth Fund (IVINX) and State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX). 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 | SSGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.87 | -1.10 |
Sortino ratioReturn per unit of downside risk | 1.22 | 2.51 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.39 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.64 | -1.41 |
Martin ratioReturn relative to average drawdown | 5.12 | 10.19 | -5.07 |
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 | SSGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.87 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.52 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.56 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.39 | -0.12 |
Correlation
The correlation between IVINX and SSGLX is 0.80, 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. SSGLX - Dividend Comparison
IVINX's dividend yield for the trailing twelve months is around 9.22%, more than SSGLX's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVINX Delaware Ivy Global Growth Fund | 9.22% | 8.90% | 3.86% | 6.13% | 77.33% | 6.97% | 5.20% | 0.94% | 12.51% | 7.48% | 0.00% | 2.30% |
SSGLX State Street Global All Cap Equity ex-U.S. Index Fund Class K | 4.28% | 4.41% | 4.46% | 2.98% | 2.85% | 4.20% | 1.72% | 4.80% | 8.32% | 3.98% | 1.52% | 2.09% |
Drawdowns
IVINX vs. SSGLX - Drawdown Comparison
The maximum IVINX drawdown since its inception was -70.19%, which is greater than SSGLX's maximum drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for IVINX and SSGLX.
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Drawdown Indicators
| IVINX | SSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -35.88% | -34.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -11.22% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -45.82% | -30.08% | -15.74% |
Max Drawdown (10Y)Largest decline over 10 years | -45.82% | -35.88% | -9.94% |
Current DrawdownCurrent decline from peak | -13.01% | -7.47% | -5.54% |
Average DrawdownAverage peak-to-trough decline | -20.46% | -8.32% | -12.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.91% | -0.14% |
Volatility
IVINX vs. SSGLX - Volatility Comparison
Delaware Ivy Global Growth Fund (IVINX) has a higher volatility of 6.65% compared to State Street Global All Cap Equity ex-U.S. Index Fund Class K (SSGLX) at 6.24%. This indicates that IVINX's price experiences larger fluctuations and is considered to be riskier than SSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVINX | SSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 6.24% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.43% | 10.32% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 15.64% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.53% | 14.52% | +28.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.91% | 16.15% | +16.76% |