IVINX vs. WLGAX
IVINX (Delaware Ivy Global Growth Fund) and WLGAX (Delaware Ivy Large Cap Growth Fund) are both mutual funds - IVINX is a Global Equities fund managed by Delaware Funds, while WLGAX is a Large Cap Growth Equities fund managed by Delaware Funds. Over the past 10 years, IVINX returned 11.52%/yr vs 15.39%/yr for WLGAX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. IVINX charges 1.28%/yr vs 0.89%/yr for WLGAX.
Performance
IVINX vs. WLGAX - Performance Comparison
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Returns By Period
In the year-to-date period, IVINX achieves a 8.56% return, which is significantly higher than WLGAX's -0.41% return. Over the past 10 years, IVINX has underperformed WLGAX with an annualized return of 11.52%, while WLGAX has yielded a comparatively higher 15.39% annualized return.
IVINX
- 1D
- 1.67%
- 1M
- -0.58%
- 6M
- 6.68%
- YTD
- 8.56%
- 1Y
- 15.45%
- 3Y*
- 15.81%
- 5Y*
- 8.58%
- 10Y*
- 11.52%
- ALL TIME*
- 6.29%
WLGAX
- 1D
- 1.65%
- 1M
- -0.19%
- 6M
- 2.71%
- YTD
- -0.41%
- 1Y
- 4.17%
- 3Y*
- 13.21%
- 5Y*
- 8.45%
- 10Y*
- 15.39%
- ALL TIME*
- 9.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IVINX vs. WLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVINX Delaware Ivy Global Growth Fund | 8.56% | 17.76% | 17.08% | 19.05% | -18.81% | 17.34% | 20.55% | 25.63% | -6.20% | 24.32% |
WLGAX Delaware Ivy Large Cap Growth Fund | -0.41% | 8.89% | 25.97% | 37.78% | -27.04% | 29.95% | 30.75% | 36.52% | 2.37% | 29.02% |
Correlation
The correlation between IVINX and WLGAX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2000 | 0.73 |
The correlation between IVINX and WLGAX shifts across timeframes, from 0.73 (all time) to 0.88 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
IVINX vs. WLGAX — Risk / Return Rank
IVINX
WLGAX
IVINX vs. WLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Growth Fund (IVINX) and Delaware Ivy Large Cap Growth Fund (WLGAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVINX | WLGAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.03 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.09 | +1.13 |
| Martin ratioReturn relative to average drawdown | 5.21 | 0.26 | +4.95 |
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Drawdowns
IVINX vs. WLGAX - Drawdown Comparison
The maximum IVINX drawdown since its inception was -70.19%, which is greater than WLGAX's maximum drawdown of -49.78%. Use the drawdown chart below to compare losses from any high point for IVINX and WLGAX.
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Drawdown Indicators
| IVINX | WLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.19% | -49.78% | -20.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -18.12% | +7.38% |
Max Drawdown (3Y)Largest decline over 3 years | -16.82% | -19.31% | +2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -45.82% | -37.00% | -8.82% |
Max Drawdown (10Y)Largest decline over 10 years | -45.82% | -37.00% | -8.82% |
Current DrawdownCurrent decline from peak | -2.23% | -3.56% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -20.32% | -13.07% | -7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 6.24% | -3.73% |
Volatility
IVINX vs. WLGAX - Volatility Comparison
Delaware Ivy Global Growth Fund (IVINX) and Delaware Ivy Large Cap Growth Fund (WLGAX) have volatilities of 3.70% and 3.87%, 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 | WLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.70% | 3.87% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.36% | 12.50% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.58% | 15.34% | -0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.63% | 20.77% | +21.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.92% | 20.72% | +12.20% |
IVINX vs. WLGAX - Expense Ratio Comparison
IVINX has a 1.28% expense ratio, which is higher than WLGAX's 0.89% expense ratio.
Dividends
IVINX vs. WLGAX - Dividend Comparison
IVINX's dividend yield for the trailing twelve months is around 8.20%, less than WLGAX's 8.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVINX Delaware Ivy Global Growth Fund | 8.20% | 8.90% | 3.86% | 6.13% | 77.33% | 6.97% | 5.20% | 0.94% | 12.51% | 7.48% | 0.00% | 2.30% |
WLGAX Delaware Ivy Large Cap Growth Fund | 8.45% | 8.41% | 3.31% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% |
Frequently Asked Questions
IVINX and WLGAX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WLGAX has higher volatility (3.87%) compared to IVINX (3.70%). In terms of maximum drawdown, IVINX dropped -70.19% vs WLGAX's -49.78%.
IVINX currently has the higher Sharpe Ratio (0.90 vs 0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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