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IVSIX vs. PRSNX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IVSIX vs. PRSNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Ivy Global Bond Fund (IVSIX) and T. Rowe Price Global Multi-Sector Bond Fund (PRSNX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IVSIX achieves a 0.92% return, which is significantly lower than PRSNX's 1.82% return. Over the past 10 years, IVSIX has underperformed PRSNX with an annualized return of 2.99%, while PRSNX has yielded a comparatively higher 3.90% annualized return.


IVSIX

1D
0.11%
1M
0.82%
YTD
0.92%
6M
0.76%
1Y
4.27%
3Y*
4.63%
5Y*
1.21%
10Y*
2.99%

PRSNX

1D
0.00%
1M
0.69%
YTD
1.82%
6M
3.04%
1Y
7.63%
3Y*
8.29%
5Y*
2.12%
10Y*
3.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IVSIX vs. PRSNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IVSIX
Delaware Ivy Global Bond Fund
0.92%4.96%2.96%7.09%-8.82%-0.86%8.21%7.93%-0.11%5.07%
PRSNX
T. Rowe Price Global Multi-Sector Bond Fund
1.82%9.31%5.60%12.77%-16.27%0.40%8.16%11.94%0.45%6.47%

Correlation

The correlation between IVSIX and PRSNX is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.63

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.75

Correlation (10Y)
Calculated over the trailing 10-year period

0.69

Correlation (All Time)
Calculated using the full available price history since Dec 17, 2008

0.63

The correlation between IVSIX and PRSNX shifts across timeframes, from 0.63 (1 year) to 0.75 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

IVSIX vs. PRSNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVSIX
IVSIX Risk / Return Rank: 2626
Overall Rank
IVSIX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
IVSIX Sortino Ratio Rank: 2929
Sortino Ratio Rank
IVSIX Omega Ratio Rank: 2828
Omega Ratio Rank
IVSIX Calmar Ratio Rank: 2525
Calmar Ratio Rank
IVSIX Martin Ratio Rank: 2121
Martin Ratio Rank

PRSNX
PRSNX Risk / Return Rank: 8787
Overall Rank
PRSNX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
PRSNX Sortino Ratio Rank: 9595
Sortino Ratio Rank
PRSNX Omega Ratio Rank: 9191
Omega Ratio Rank
PRSNX Calmar Ratio Rank: 8080
Calmar Ratio Rank
PRSNX Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVSIX vs. PRSNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Bond Fund (IVSIX) and T. Rowe Price Global Multi-Sector Bond Fund (PRSNX). 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.


IVSIXPRSNXDifference
Sharpe ratioReturn per unit of total volatility

-1.24

Sortino ratioReturn per unit of downside risk

-2.76

Omega ratioGain probability vs. loss probability

1.27

1.67

-0.40

Calmar ratioReturn relative to maximum drawdown

1.85

3.66

-1.81

Martin ratioReturn relative to average drawdown

5.45

16.41

-10.96

IVSIX vs. PRSNX - Sharpe Ratio Comparison

The current IVSIX Sharpe Ratio is 1.53, which is lower than the PRSNX Sharpe Ratio of 2.77. The chart below compares the historical Sharpe Ratios of IVSIX and PRSNX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IVSIXPRSNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

2.77

-1.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

0.50

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.95

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

1.43

-0.58

Drawdowns

IVSIX vs. PRSNX - Drawdown Comparison

The maximum IVSIX drawdown since its inception was -14.84%, smaller than the maximum PRSNX drawdown of -19.70%. Use the drawdown chart below to compare losses from any high point for IVSIX and PRSNX.


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Drawdown Indicators


IVSIXPRSNXDifference

Max Drawdown

Largest peak-to-trough decline

-14.84%

-19.70%

+4.86%

Max Drawdown (1Y)

Largest decline over 1 year

-2.39%

-2.18%

-0.21%

Max Drawdown (3Y)

Largest decline over 3 years

-3.39%

-2.87%

-0.52%

Max Drawdown (5Y)

Largest decline over 5 years

-14.84%

-19.70%

+4.86%

Max Drawdown (10Y)

Largest decline over 10 years

-14.84%

-19.70%

+4.86%

Current Drawdown

Current decline from peak

-0.75%

-0.10%

-0.65%

Average Drawdown

Average peak-to-trough decline

-2.31%

-2.36%

+0.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.81%

0.48%

+0.33%

Volatility

IVSIX vs. PRSNX - Volatility Comparison

Delaware Ivy Global Bond Fund (IVSIX) has a higher volatility of 1.16% compared to T. Rowe Price Global Multi-Sector Bond Fund (PRSNX) at 0.83%. This indicates that IVSIX's price experiences larger fluctuations and is considered to be riskier than PRSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IVSIXPRSNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.16%

0.83%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

2.30%

2.31%

-0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

2.89%

2.88%

+0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.05%

4.30%

-0.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.67%

4.13%

-0.46%

IVSIX vs. PRSNX - Expense Ratio Comparison

IVSIX has a 0.72% expense ratio, which is higher than PRSNX's 0.65% expense ratio.


Dividends

IVSIX vs. PRSNX - Dividend Comparison

IVSIX's dividend yield for the trailing twelve months is around 3.88%, less than PRSNX's 6.63% yield.


PositionTTM20252024202320222021202020192018201720162015
IVSIX
Delaware Ivy Global Bond Fund
3.88%4.20%3.79%2.99%3.52%2.88%2.72%2.23%3.36%2.34%2.43%3.29%
PRSNX
T. Rowe Price Global Multi-Sector Bond Fund
6.63%7.87%6.36%5.08%3.30%3.95%3.68%6.33%4.89%3.59%3.44%3.60%

Frequently Asked Questions


IVSIX and PRSNX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IVSIX has higher volatility (1.16%) compared to PRSNX (0.83%). In terms of maximum drawdown, IVSIX dropped -14.84% vs PRSNX's -19.70%.

PRSNX currently has the higher Sharpe Ratio (2.77 vs 1.53), 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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