IVOIX vs. JVMIX
Compare and contrast key facts about Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
IVOIX is managed by Delaware Funds. It was launched on Oct 1, 2014. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
IVOIX vs. JVMIX - Performance Comparison
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IVOIX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | 0.24% | 8.91% | 9.08% | 17.95% | -14.67% | 25.76% | 8.17% | 26.84% | -4.27% | 12.28% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
Returns By Period
In the year-to-date period, IVOIX achieves a 0.24% return, which is significantly lower than JVMIX's 1.16% return. Both investments have delivered pretty close results over the past 10 years, with IVOIX having a 9.80% annualized return and JVMIX not far ahead at 10.12%.
IVOIX
- 1D
- 1.68%
- 1M
- -7.38%
- YTD
- 0.24%
- 6M
- -2.69%
- 1Y
- 9.51%
- 3Y*
- 10.22%
- 5Y*
- 6.06%
- 10Y*
- 9.80%
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
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IVOIX vs. JVMIX - Expense Ratio Comparison
IVOIX has a 0.83% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
IVOIX vs. JVMIX — Risk / Return Rank
IVOIX
JVMIX
IVOIX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). 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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.80 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.25 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.16 | -0.49 |
Martin ratioReturn relative to average drawdown | 2.62 | 4.73 | -2.12 |
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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.80 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.45 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.29 | +0.19 |
Correlation
The correlation between IVOIX and JVMIX is 0.93, 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
IVOIX vs. JVMIX - Dividend Comparison
IVOIX's dividend yield for the trailing twelve months is around 15.69%, more than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOIX Delaware Ivy Mid Cap Income Opportunities Fund | 15.69% | 15.79% | 11.69% | 5.43% | 4.44% | 3.50% | 1.75% | 2.05% | 4.31% | 1.42% | 1.10% | 2.10% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
IVOIX vs. JVMIX - Drawdown Comparison
The maximum IVOIX drawdown since its inception was -41.17%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for IVOIX and JVMIX.
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Drawdown Indicators
| IVOIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.17% | -67.04% | +25.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -13.22% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -21.87% | -21.13% | -0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -41.17% | -42.64% | +1.47% |
Current DrawdownCurrent decline from peak | -7.98% | -6.93% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -13.43% | +8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 3.23% | +0.33% |
Volatility
IVOIX vs. JVMIX - Volatility Comparison
Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) has a higher volatility of 5.06% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that IVOIX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVOIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 4.40% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 9.77% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 18.11% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 18.44% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.01% | 20.31% | -1.30% |