VASVX vs. IGNAX
VASVX (Vanguard Selected Value Fund) and IGNAX (Delaware Ivy Natural Resources Fund) are both mutual funds - VASVX is a Mid-Cap Value fund managed by Vanguard, while IGNAX is a Energy Equities fund managed by Delaware Funds. Over the past 10 years, VASVX returned 11.39%/yr vs 7.29%/yr for IGNAX. Their 0.67 correlation means they have sometimes moved together and sometimes differently. VASVX charges 0.34%/yr vs 1.82%/yr for IGNAX.
Performance
VASVX vs. IGNAX - Performance Comparison
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Returns By Period
In the year-to-date period, VASVX achieves a 16.78% return, which is significantly higher than IGNAX's 14.74% return. Over the past 10 years, VASVX has outperformed IGNAX with an annualized return of 11.39%, while IGNAX has yielded a comparatively lower 7.29% annualized return.
VASVX
- 1D
- -0.74%
- 1M
- 3.23%
- 6M
- 12.37%
- YTD
- 16.78%
- 1Y
- 28.57%
- 3Y*
- 14.24%
- 5Y*
- 11.32%
- 10Y*
- 11.39%
- ALL TIME*
- 9.17%
IGNAX
- 1D
- 1.16%
- 1M
- 5.69%
- 6M
- 4.01%
- YTD
- 14.74%
- 1Y
- 45.02%
- 3Y*
- 14.95%
- 5Y*
- 15.38%
- 10Y*
- 7.29%
- ALL TIME*
- 5.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VASVX vs. IGNAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASVX Vanguard Selected Value Fund | 16.78% | 10.99% | 6.68% | 25.45% | -7.55% | 27.54% | 5.79% | 29.55% | -19.75% | 18.01% |
IGNAX Delaware Ivy Natural Resources Fund | 14.74% | 38.01% | -0.56% | 1.26% | 17.52% | 26.06% | -12.38% | 9.24% | -23.79% | 2.89% |
Correlation
The correlation between VASVX and IGNAX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 0.67 |
The correlation between VASVX and IGNAX shifts across timeframes, from 0.51 (1 year) to 0.73 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
VASVX vs. IGNAX — Risk / Return Rank
VASVX
IGNAX
VASVX vs. IGNAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Selected Value Fund (VASVX) and Delaware Ivy Natural Resources Fund (IGNAX). 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.
| VASVX | IGNAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.40 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.14 | 3.71 | -1.57 |
| Martin ratioReturn relative to average drawdown | 7.16 | 12.15 | -5.00 |
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Drawdowns
VASVX vs. IGNAX - Drawdown Comparison
The maximum VASVX drawdown since its inception was -55.70%, smaller than the maximum IGNAX drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for VASVX and IGNAX.
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Drawdown Indicators
| VASVX | IGNAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.70% | -77.49% | +21.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -11.40% | -0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -25.98% | -22.86% | -3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -24.79% | -1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -48.19% | -57.95% | +9.76% |
Current DrawdownCurrent decline from peak | -1.21% | -12.28% | +11.07% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -35.56% | +26.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.48% | +0.03% |
Volatility
VASVX vs. IGNAX - Volatility Comparison
Vanguard Selected Value Fund (VASVX) and Delaware Ivy Natural Resources Fund (IGNAX) have volatilities of 4.23% and 4.20%, 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
| VASVX | IGNAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.20% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.26% | 14.08% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.48% | 18.36% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.37% | 21.91% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 22.40% | -0.03% |
VASVX vs. IGNAX - Expense Ratio Comparison
VASVX has a 0.34% expense ratio, which is lower than IGNAX's 1.82% expense ratio.
Dividends
VASVX vs. IGNAX - Dividend Comparison
VASVX's dividend yield for the trailing twelve months is around 11.41%, while IGNAX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGNAX Delaware Ivy Natural Resources Fund | 0.00% | 0.00% | 5.68% | 1.94% | 2.02% | 2.30% | 0.29% | 1.75% | 0.00% | 0.00% | 0.06% | 0.00% |
VASVX Vanguard Selected Value Fund | 11.41% | 13.32% | 14.35% | 8.29% | 13.22% | 7.77% | 10.19% | 7.44% | 11.90% | 8.59% | 4.51% | 5.68% |
Frequently Asked Questions
VASVX and IGNAX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VASVX has higher volatility (4.23%) compared to IGNAX (4.20%). In terms of maximum drawdown, VASVX dropped -55.70% vs IGNAX's -77.49%.
IGNAX currently has the higher Sharpe Ratio (2.31 vs 1.63), 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.
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