IVOIX vs. MYISX
Compare and contrast key facts about Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and Victory Integrity Small/Mid-Cap Value Fund (MYISX).
IVOIX is managed by Delaware Funds. It was launched on Oct 1, 2014. MYISX is managed by Victory. It was launched on Jul 1, 2011.
Performance
IVOIX vs. MYISX - Performance Comparison
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IVOIX vs. MYISX - 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% |
MYISX Victory Integrity Small/Mid-Cap Value Fund | -0.76% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
Returns By Period
In the year-to-date period, IVOIX achieves a -1.41% return, which is significantly lower than MYISX's -0.76% return. Both investments have delivered pretty close results over the past 10 years, with IVOIX having a 9.61% annualized return and MYISX not far ahead at 9.88%.
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%
MYISX
- 1D
- -0.76%
- 1M
- -8.63%
- YTD
- -0.76%
- 6M
- 1.85%
- 1Y
- 16.11%
- 3Y*
- 9.75%
- 5Y*
- 6.90%
- 10Y*
- 9.88%
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IVOIX vs. MYISX - Expense Ratio Comparison
IVOIX has a 0.83% expense ratio, which is higher than MYISX's 0.09% expense ratio.
Return for Risk
IVOIX vs. MYISX — Risk / Return Rank
IVOIX
MYISX
IVOIX vs. MYISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) and Victory Integrity Small/Mid-Cap Value Fund (MYISX). 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 | MYISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.79 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.23 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.99 | -0.46 |
Martin ratioReturn relative to average drawdown | 2.10 | 3.84 | -1.74 |
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 | MYISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.79 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.33 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.43 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.41 | +0.07 |
Correlation
The correlation between IVOIX and MYISX is 0.91, 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. MYISX - Dividend Comparison
IVOIX's dividend yield for the trailing twelve months is around 15.95%, more than MYISX's 4.38% 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% |
MYISX Victory Integrity Small/Mid-Cap Value Fund | 4.38% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
Drawdowns
IVOIX vs. MYISX - Drawdown Comparison
The maximum IVOIX drawdown since its inception was -41.17%, smaller than the maximum MYISX drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for IVOIX and MYISX.
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Drawdown Indicators
| IVOIX | MYISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.17% | -47.79% | +6.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -14.73% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.87% | -26.51% | +4.64% |
Max Drawdown (10Y)Largest decline over 10 years | -41.17% | -47.79% | +6.62% |
Current DrawdownCurrent decline from peak | -9.50% | -9.63% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -6.83% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 3.80% | -0.27% |
Volatility
IVOIX vs. MYISX - Volatility Comparison
The current volatility for Delaware Ivy Mid Cap Income Opportunities Fund (IVOIX) is 4.59%, while Victory Integrity Small/Mid-Cap Value Fund (MYISX) has a volatility of 5.25%. This indicates that IVOIX experiences smaller price fluctuations and is considered to be less risky than MYISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVOIX | MYISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 5.25% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 11.40% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 21.40% | -3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 21.23% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.00% | 23.25% | -4.25% |