IVSIX vs. WRGCX
Compare and contrast key facts about Delaware Ivy Global Bond Fund (IVSIX) and Delaware Ivy Small Cap Growth Fund (WRGCX).
IVSIX is managed by Ivy Funds. It was launched on Apr 3, 2008. WRGCX is managed by Ivy Funds. It was launched on Sep 21, 1992.
Performance
IVSIX vs. WRGCX - Performance Comparison
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IVSIX vs. WRGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVSIX Delaware Ivy Global Bond Fund | -0.52% | 4.96% | 2.96% | 7.09% | -8.82% | -0.86% | 8.21% | 7.93% | -0.11% | 5.07% |
WRGCX Delaware Ivy Small Cap Growth Fund | -5.99% | 12.23% | 27.78% | 12.42% | -28.46% | 1.22% | 37.76% | 22.89% | -4.54% | 22.67% |
Returns By Period
In the year-to-date period, IVSIX achieves a -0.52% return, which is significantly higher than WRGCX's -5.99% return. Over the past 10 years, IVSIX has underperformed WRGCX with an annualized return of 3.04%, while WRGCX has yielded a comparatively higher 9.53% annualized return.
IVSIX
- 1D
- 0.22%
- 1M
- -2.18%
- YTD
- -0.52%
- 6M
- 0.05%
- 1Y
- 3.38%
- 3Y*
- 3.93%
- 5Y*
- 1.13%
- 10Y*
- 3.04%
WRGCX
- 1D
- -1.52%
- 1M
- -11.05%
- YTD
- -5.99%
- 6M
- -3.58%
- 1Y
- 17.15%
- 3Y*
- 11.86%
- 5Y*
- 1.05%
- 10Y*
- 9.53%
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IVSIX vs. WRGCX - Expense Ratio Comparison
IVSIX has a 0.72% expense ratio, which is lower than WRGCX's 1.89% expense ratio.
Return for Risk
IVSIX vs. WRGCX — Risk / Return Rank
IVSIX
WRGCX
IVSIX vs. WRGCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Bond Fund (IVSIX) and Delaware Ivy Small Cap Growth Fund (WRGCX). 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.
| IVSIX | WRGCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.70 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.14 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.99 | +0.61 |
Martin ratioReturn relative to average drawdown | 5.85 | 3.89 | +1.96 |
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
| IVSIX | WRGCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.70 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.02 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.28 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.12 | +0.72 |
Correlation
The correlation between IVSIX and WRGCX is 0.14, 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
IVSIX vs. WRGCX - Dividend Comparison
IVSIX's dividend yield for the trailing twelve months is around 4.03%, less than WRGCX's 13.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVSIX Delaware Ivy Global Bond Fund | 4.03% | 4.20% | 3.79% | 2.99% | 3.52% | 2.88% | 2.72% | 2.23% | 3.36% | 2.34% | 2.43% | 3.29% |
WRGCX Delaware Ivy Small Cap Growth Fund | 13.29% | 12.50% | 23.68% | 9.47% | 9.84% | 63.80% | 12.83% | 9.29% | 23.45% | 13.88% | 7.73% | 18.28% |
Drawdowns
IVSIX vs. WRGCX - Drawdown Comparison
The maximum IVSIX drawdown since its inception was -14.84%, smaller than the maximum WRGCX drawdown of -72.87%. Use the drawdown chart below to compare losses from any high point for IVSIX and WRGCX.
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Drawdown Indicators
| IVSIX | WRGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.84% | -72.87% | +58.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -12.46% | +10.07% |
Max Drawdown (5Y)Largest decline over 5 years | -14.84% | -58.56% | +43.72% |
Max Drawdown (10Y)Largest decline over 10 years | -14.84% | -58.56% | +43.72% |
Current DrawdownCurrent decline from peak | -2.18% | -33.19% | +31.01% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -32.01% | +29.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 3.26% | -2.61% |
Volatility
IVSIX vs. WRGCX - Volatility Comparison
The current volatility for Delaware Ivy Global Bond Fund (IVSIX) is 1.16%, while Delaware Ivy Small Cap Growth Fund (WRGCX) has a volatility of 7.54%. This indicates that IVSIX experiences smaller price fluctuations and is considered to be less risky than WRGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVSIX | WRGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 7.54% | -6.38% |
Volatility (6M)Calculated over the trailing 6-month period | 1.87% | 14.96% | -13.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.98% | 23.83% | -20.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.00% | 42.93% | -38.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.65% | 34.67% | -31.02% |