SSCPX vs. WRGCX
Compare and contrast key facts about Saratoga Small Capitalization Portfolio (SSCPX) and Delaware Ivy Small Cap Growth Fund (WRGCX).
SSCPX is managed by Saratoga. It was launched on Sep 1, 1994. WRGCX is managed by Ivy Funds. It was launched on Sep 21, 1992.
Performance
SSCPX vs. WRGCX - Performance Comparison
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SSCPX vs. WRGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCPX Saratoga Small Capitalization Portfolio | -2.63% | 6.41% | 10.79% | 15.16% | -17.56% | 24.53% | 25.39% | 23.71% | -16.14% | 15.58% |
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, SSCPX achieves a -2.63% return, which is significantly higher than WRGCX's -5.99% return. Both investments have delivered pretty close results over the past 10 years, with SSCPX having a 9.16% annualized return and WRGCX not far ahead at 9.53%.
SSCPX
- 1D
- -1.77%
- 1M
- -8.88%
- YTD
- -2.63%
- 6M
- -3.54%
- 1Y
- 16.77%
- 3Y*
- 9.57%
- 5Y*
- 3.88%
- 10Y*
- 9.16%
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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SSCPX vs. WRGCX - Expense Ratio Comparison
SSCPX has a 1.70% expense ratio, which is lower than WRGCX's 1.89% expense ratio.
Return for Risk
SSCPX vs. WRGCX — Risk / Return Rank
SSCPX
WRGCX
SSCPX vs. WRGCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Small Capitalization Portfolio (SSCPX) 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.
| SSCPX | WRGCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.70 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.14 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 0.99 | +0.18 |
Martin ratioReturn relative to average drawdown | 3.79 | 3.89 | -0.11 |
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
| SSCPX | WRGCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.02 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.28 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.12 | +0.24 |
Correlation
The correlation between SSCPX and WRGCX is 0.86, 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
SSCPX vs. WRGCX - Dividend Comparison
SSCPX's dividend yield for the trailing twelve months is around 9.26%, less than WRGCX's 13.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCPX Saratoga Small Capitalization Portfolio | 9.26% | 9.02% | 11.37% | 0.00% | 10.18% | 24.67% | 0.02% | 0.00% | 17.42% | 0.00% | 0.00% | 58.90% |
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
SSCPX vs. WRGCX - Drawdown Comparison
The maximum SSCPX drawdown since its inception was -53.65%, smaller than the maximum WRGCX drawdown of -72.87%. Use the drawdown chart below to compare losses from any high point for SSCPX and WRGCX.
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Drawdown Indicators
| SSCPX | WRGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.65% | -72.87% | +19.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -12.46% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -27.78% | -58.56% | +30.78% |
Max Drawdown (10Y)Largest decline over 10 years | -43.59% | -58.56% | +14.97% |
Current DrawdownCurrent decline from peak | -11.54% | -33.19% | +21.65% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -32.01% | +21.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.26% | +0.40% |
Volatility
SSCPX vs. WRGCX - Volatility Comparison
Saratoga Small Capitalization Portfolio (SSCPX) and Delaware Ivy Small Cap Growth Fund (WRGCX) have volatilities of 7.50% and 7.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCPX | WRGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 7.54% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 14.96% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 23.83% | -1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.10% | 42.93% | -20.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 34.67% | -11.77% |