TCMSX vs. DEVLX

In the year-to-date period, TCMSX achieves a -9.30% return, which is significantly lower than DEVLX's -4.36% return. Over the past 10 years, TCMSX has outperformed DEVLX with an annualized return of 9.45%, while DEVLX has yielded a comparatively lower 6.61% 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 -0.12, which is lower than the DEVLX Sharpe Ratio of 0.01. 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's dividend yield for the trailing twelve months is around 11.61%, less than DEVLX's 13.25% yield.

The maximum TCMSX drawdown since its inception was -55.98%, smaller than the maximum DEVLX drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for TCMSX and DEVLX.

Voya Small Cap Growth Fund (TCMSX) and Delaware Small Cap Value Fund (DEVLX) have volatilities of 6.28% and 6.33%, 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.