VIDAX vs. WLGAX
Compare and contrast key facts about Delaware Tax-Free Idaho Fund (VIDAX) and Delaware Ivy Large Cap Growth Fund (WLGAX).
VIDAX is managed by Delaware Funds. It was launched on Jan 3, 1995. WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000.
Performance
VIDAX vs. WLGAX - Performance Comparison
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VIDAX vs. WLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIDAX Delaware Tax-Free Idaho Fund | -0.89% | 3.78% | 3.68% | 6.51% | -11.90% | 4.05% | 4.61% | 7.72% | 1.27% | 5.05% |
WLGAX Delaware Ivy Large Cap Growth Fund | -15.30% | 8.89% | 25.97% | 37.78% | -27.04% | 29.95% | 30.75% | 36.52% | 2.37% | 29.02% |
Returns By Period
In the year-to-date period, VIDAX achieves a -0.89% return, which is significantly higher than WLGAX's -15.30% return. Over the past 10 years, VIDAX has underperformed WLGAX with an annualized return of 2.13%, while WLGAX has yielded a comparatively higher 14.04% annualized return.
VIDAX
- 1D
- 0.20%
- 1M
- -2.94%
- YTD
- -0.89%
- 6M
- 0.76%
- 1Y
- 2.94%
- 3Y*
- 3.42%
- 5Y*
- 0.70%
- 10Y*
- 2.13%
WLGAX
- 1D
- 0.32%
- 1M
- -8.12%
- YTD
- -15.30%
- 6M
- -14.93%
- 1Y
- -1.01%
- 3Y*
- 12.35%
- 5Y*
- 8.40%
- 10Y*
- 14.04%
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VIDAX vs. WLGAX - Expense Ratio Comparison
VIDAX has a 0.86% expense ratio, which is lower than WLGAX's 0.89% expense ratio.
Return for Risk
VIDAX vs. WLGAX — Risk / Return Rank
VIDAX
WLGAX
VIDAX vs. WLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Tax-Free Idaho Fund (VIDAX) and Delaware Ivy Large Cap Growth Fund (WLGAX). 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.
| VIDAX | WLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | -0.04 | +0.65 |
Sortino ratioReturn per unit of downside risk | 0.85 | 0.08 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.01 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | -0.16 | +0.79 |
Martin ratioReturn relative to average drawdown | 1.59 | -0.55 | +2.14 |
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
| VIDAX | WLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | -0.04 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.41 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.68 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.43 | +0.61 |
Correlation
The correlation between VIDAX and WLGAX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
VIDAX vs. WLGAX - Dividend Comparison
VIDAX's dividend yield for the trailing twelve months is around 3.46%, less than WLGAX's 9.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIDAX Delaware Tax-Free Idaho Fund | 3.46% | 4.50% | 3.81% | 2.93% | 3.06% | 2.34% | 3.15% | 3.95% | 3.57% | 3.76% | 3.16% | 3.17% |
WLGAX Delaware Ivy Large Cap Growth Fund | 9.93% | 8.41% | 3.31% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% |
Drawdowns
VIDAX vs. WLGAX - Drawdown Comparison
The maximum VIDAX drawdown since its inception was -17.08%, smaller than the maximum WLGAX drawdown of -49.78%. Use the drawdown chart below to compare losses from any high point for VIDAX and WLGAX.
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Drawdown Indicators
| VIDAX | WLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.08% | -49.78% | +32.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.92% | -18.12% | +12.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -37.00% | +19.92% |
Max Drawdown (10Y)Largest decline over 10 years | -17.08% | -37.00% | +19.92% |
Current DrawdownCurrent decline from peak | -2.94% | -17.85% | +14.91% |
Average DrawdownAverage peak-to-trough decline | -2.04% | -13.18% | +11.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 5.36% | -3.00% |
Volatility
VIDAX vs. WLGAX - Volatility Comparison
The current volatility for Delaware Tax-Free Idaho Fund (VIDAX) is 1.26%, while Delaware Ivy Large Cap Growth Fund (WLGAX) has a volatility of 4.94%. This indicates that VIDAX experiences smaller price fluctuations and is considered to be less risky than WLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIDAX | WLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 4.94% | -3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 1.99% | 10.92% | -8.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.33% | 19.27% | -12.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.14% | 20.58% | -15.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.54% | 20.63% | -16.09% |