IVOIX vs. JANIX
Compare and contrast key facts about Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and Janus Henderson Triton Fund (JANIX).
IVOIX is managed by Delaware Funds. It was launched on Oct 1, 2014. JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVOIX or JANIX.
Key characteristics
| IVOIX | JANIX | |
|---|---|---|
| YTD Return | 15.82% | 17.19% |
| 1Y Return | 31.92% | 28.87% |
| 3Y Return (Ann) | 5.88% | -10.75% |
| 5Y Return (Ann) | 10.34% | -0.67% |
| 10Y Return (Ann) | 10.04% | 1.97% |
| Sharpe Ratio | 2.38 | 1.59 |
| Sortino Ratio | 3.39 | 2.14 |
| Omega Ratio | 1.42 | 1.29 |
| Calmar Ratio | 2.54 | 0.60 |
| Martin Ratio | 13.57 | 10.00 |
| Ulcer Index | 2.26% | 2.72% |
| Daily Std Dev | 12.87% | 17.12% |
| Max Drawdown | -41.17% | -46.00% |
| Current Drawdown | 0.00% | -29.05% |
Correlation
The correlation between IVOIX and JANIX is 0.85, 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.
Performance
IVOIX vs. JANIX - Performance Comparison
In the year-to-date period, IVOIX achieves a 15.82% return, which is significantly lower than JANIX's 17.19% return. Over the past 10 years, IVOIX has outperformed JANIX with an annualized return of 10.04%, while JANIX has yielded a comparatively lower 1.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IVOIX vs. JANIX - Expense Ratio Comparison
IVOIX has a 0.83% expense ratio, which is higher than JANIX's 0.78% expense ratio.
Risk-Adjusted Performance
IVOIX vs. JANIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and Janus Henderson Triton Fund (JANIX). 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.
Dividends
IVOIX vs. JANIX - Dividend Comparison
IVOIX's dividend yield for the trailing twelve months is around 1.67%, while JANIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | 1.67% | 1.94% | 2.03% | 1.22% | 1.76% | 1.74% | 1.92% | 1.43% | 1.10% | 1.95% | 0.39% |
JANIX Janus Henderson Triton Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.16% | 0.10% |
Drawdowns
IVOIX vs. JANIX - Drawdown Comparison
The maximum IVOIX drawdown since its inception was -41.17%, smaller than the maximum JANIX drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for IVOIX and JANIX. For additional features, visit the drawdowns tool.
Volatility
IVOIX vs. JANIX - Volatility Comparison
The current volatility for Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) is 3.88%, while Janus Henderson Triton Fund (JANIX) has a volatility of 4.21%. This indicates that IVOIX experiences smaller price fluctuations and is considered to be less risky than JANIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.