IVOIX vs. DPDFX
Compare and contrast key facts about Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and Delaware Diversified Income Fund (DPDFX).
IVOIX is managed by Delaware Funds. It was launched on Oct 1, 2014. DPDFX is managed by Delaware Funds. It was launched on Dec 29, 1997.
Performance
IVOIX vs. DPDFX - Performance Comparison
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IVOIX vs. DPDFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | -1.41% | 8.91% | 9.08% | 17.95% | -14.67% | 25.76% | 8.17% | 26.84% | -4.27% | 12.28% |
DPDFX Delaware Diversified Income Fund | -0.78% | 7.39% | 1.91% | 6.05% | -13.93% | 1.64% | 10.96% | 11.98% | -1.98% | 5.34% |
Returns By Period
In the year-to-date period, IVOIX achieves a -1.41% return, which is significantly lower than DPDFX's -0.78% return. Over the past 10 years, IVOIX has outperformed DPDFX with an annualized return of 9.61%, while DPDFX has yielded a comparatively lower 2.72% annualized return.
IVOIX
- 1D
- -0.18%
- 1M
- -9.50%
- YTD
- -1.41%
- 6M
- -4.11%
- 1Y
- 8.25%
- 3Y*
- 9.61%
- 5Y*
- 5.94%
- 10Y*
- 9.61%
DPDFX
- 1D
- 0.39%
- 1M
- -2.42%
- YTD
- -0.78%
- 6M
- 0.10%
- 1Y
- 3.95%
- 3Y*
- 3.80%
- 5Y*
- 0.73%
- 10Y*
- 2.72%
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IVOIX vs. DPDFX - Expense Ratio Comparison
IVOIX has a 0.83% expense ratio, which is higher than DPDFX's 0.70% expense ratio.
Return for Risk
IVOIX vs. DPDFX — Risk / Return Rank
IVOIX
DPDFX
IVOIX vs. DPDFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and Delaware Diversified Income Fund (DPDFX). 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.
| IVOIX | DPDFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.00 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.42 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.63 | -1.09 |
Martin ratioReturn relative to average drawdown | 2.10 | 4.94 | -2.84 |
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
| IVOIX | DPDFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.00 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.12 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.54 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.20 | -0.72 |
Correlation
The correlation between IVOIX and DPDFX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IVOIX vs. DPDFX - Dividend Comparison
IVOIX's dividend yield for the trailing twelve months is around 15.95%, more than DPDFX's 4.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | 15.95% | 15.79% | 11.69% | 5.43% | 4.44% | 3.50% | 1.75% | 2.05% | 4.31% | 1.42% | 1.10% | 2.10% |
DPDFX Delaware Diversified Income Fund | 4.04% | 4.34% | 4.01% | 3.57% | 3.52% | 5.95% | 3.15% | 4.28% | 4.10% | 3.70% | 3.19% | 3.55% |
Drawdowns
IVOIX vs. DPDFX - Drawdown Comparison
The maximum IVOIX drawdown since its inception was -41.17%, which is greater than DPDFX's maximum drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for IVOIX and DPDFX.
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Drawdown Indicators
| IVOIX | DPDFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.17% | -18.64% | -22.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -2.99% | -10.96% |
Max Drawdown (5Y)Largest decline over 5 years | -21.87% | -18.64% | -3.23% |
Max Drawdown (10Y)Largest decline over 10 years | -41.17% | -18.64% | -22.53% |
Current DrawdownCurrent decline from peak | -9.50% | -2.42% | -7.08% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -2.21% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 0.98% | +2.55% |
Volatility
IVOIX vs. DPDFX - Volatility Comparison
Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) has a higher volatility of 4.59% compared to Delaware Diversified Income Fund (DPDFX) at 1.54%. This indicates that IVOIX's price experiences larger fluctuations and is considered to be riskier than DPDFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVOIX | DPDFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 1.54% | +3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 2.54% | +7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 4.50% | +13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 6.10% | +11.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.00% | 5.02% | +13.98% |