IVSIX vs. WTRCX
IVSIX (Delaware Ivy Global Bond Fund) and WTRCX (Delaware Ivy Core Equity Fund) are both mutual funds - IVSIX is a Global Bonds fund managed by Ivy Funds, while WTRCX is a Large Cap Blend Equities fund managed by Ivy Funds. Over the past 10 years, IVSIX returned 2.97%/yr vs 16.13%/yr for WTRCX. At a 0.17 correlation, their price movements are largely independent. IVSIX charges 0.72%/yr vs 1.75%/yr for WTRCX.
Performance
IVSIX vs. WTRCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IVSIX achieves a 1.25% return, which is significantly lower than WTRCX's 10.13% return. Over the past 10 years, IVSIX has underperformed WTRCX with an annualized return of 2.97%, while WTRCX has yielded a comparatively higher 16.13% annualized return.
IVSIX
- 1D
- 0.11%
- 1M
- 0.98%
- YTD
- 1.25%
- 6M
- 1.58%
- 1Y
- 4.13%
- 3Y*
- 4.86%
- 5Y*
- 1.21%
- 10Y*
- 2.97%
WTRCX
- 1D
- 1.18%
- 1M
- 1.96%
- YTD
- 10.13%
- 6M
- 10.03%
- 1Y
- 22.15%
- 3Y*
- 27.60%
- 5Y*
- 17.01%
- 10Y*
- 16.13%
IVSIX vs. WTRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVSIX Delaware Ivy Global Bond Fund | 1.25% | 4.96% | 2.96% | 7.09% | -8.82% | -0.86% | 8.21% | 7.93% | -0.11% | 5.07% |
WTRCX Delaware Ivy Core Equity Fund | 10.13% | 14.15% | 51.17% | 22.71% | -18.51% | 27.71% | 20.70% | 30.09% | -5.39% | 19.44% |
Correlation
The correlation between IVSIX and WTRCX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Apr 9, 2008 | 0.17 |
The correlation between IVSIX and WTRCX shifts across timeframes, from 0.17 (all time) to 0.36 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IVSIX vs. WTRCX — Risk / Return Rank
IVSIX
WTRCX
IVSIX vs. WTRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Global Bond Fund (IVSIX) and Delaware Ivy Core Equity Fund (WTRCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVSIX | WTRCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.01 | -0.26 |
| Martin ratioReturn relative to average drawdown | 5.04 | 8.14 | -3.10 |
Loading charts...
Drawdowns
IVSIX vs. WTRCX - Drawdown Comparison
The maximum IVSIX drawdown since its inception was -14.84%, smaller than the maximum WTRCX drawdown of -54.41%. Use the drawdown chart below to compare losses from any high point for IVSIX and WTRCX.
Loading charts...
Drawdown Indicators
| IVSIX | WTRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.84% | -54.41% | +39.57% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -11.06% | +8.67% |
Max Drawdown (3Y)Largest decline over 3 years | -3.39% | -27.46% | +24.07% |
Max Drawdown (5Y)Largest decline over 5 years | -14.84% | -33.66% | +18.82% |
Max Drawdown (10Y)Largest decline over 10 years | -14.84% | -33.66% | +18.82% |
Current DrawdownCurrent decline from peak | -0.43% | -0.08% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -20.93% | +18.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 2.72% | -1.89% |
Volatility
IVSIX vs. WTRCX - Volatility Comparison
The current volatility for Delaware Ivy Global Bond Fund (IVSIX) is 0.90%, while Delaware Ivy Core Equity Fund (WTRCX) has a volatility of 5.53%. This indicates that IVSIX experiences smaller price fluctuations and is considered to be less risky than WTRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IVSIX | WTRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.90% | 5.53% | -4.63% |
Volatility (6M)Calculated over the trailing 6-month period | 2.30% | 11.67% | -9.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.89% | 14.22% | -11.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.06% | 29.99% | -25.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.67% | 25.14% | -21.47% |
IVSIX vs. WTRCX - Expense Ratio Comparison
IVSIX has a 0.72% expense ratio, which is lower than WTRCX's 1.75% expense ratio.
Dividends
IVSIX vs. WTRCX - Dividend Comparison
IVSIX's dividend yield for the trailing twelve months is around 3.62%, less than WTRCX's 20.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVSIX Delaware Ivy Global Bond Fund | 3.62% | 4.20% | 3.79% | 2.99% | 3.52% | 2.88% | 2.72% | 2.23% | 3.36% | 2.34% | 2.43% | 3.29% |
WTRCX Delaware Ivy Core Equity Fund | 20.79% | 22.90% | 36.18% | 16.84% | 19.28% | 15.56% | 2.66% | 12.05% | 18.38% | 7.10% | 3.92% | 7.95% |
Frequently Asked Questions
IVSIX and WTRCX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRCX has higher volatility (5.53%) compared to IVSIX (0.90%). In terms of maximum drawdown, IVSIX dropped -14.84% vs WTRCX's -54.41%.
WTRCX currently has the higher Sharpe Ratio (1.56 vs 1.45), 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.
Find the right allocation for IVSIX and WTRCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer