TCMSX vs. DEVLX

In the year-to-date period, TCMSX achieves a 8.51% return, which is significantly higher than DEVLX's -1.72% return. Over the past 10 years, TCMSX has outperformed DEVLX with an annualized return of 3.19%, while DEVLX has yielded a comparatively lower 2.41% annualized return.

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TCMSX has a 0.93% expense ratio, which is lower than DEVLX's 1.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) and Delaware Small Cap Value Fund (DEVLX). 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.

The current TCMSX Sharpe Ratio is 0.47, which is higher than the DEVLX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of TCMSX and DEVLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TCMSX has not paid dividends to shareholders, while DEVLX's dividend yield for the trailing twelve months is around 1.43%.

The maximum TCMSX drawdown since its inception was -60.13%, smaller than the maximum DEVLX drawdown of -63.90%. Use the drawdown chart below to compare losses from any high point for TCMSX and DEVLX. For additional features, visit the drawdowns tool.

Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 13.04% compared to Delaware Small Cap Value Fund (DEVLX) at 12.36%. This indicates that TCMSX's price experiences larger fluctuations and is considered to be riskier than DEVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.