WASCX vs. JANIX

In the year-to-date period, WASCX achieves a 3.36% return, which is significantly higher than JANIX's -6.92% return. Over the past 10 years, WASCX has outperformed JANIX with an annualized return of 5.02%, while JANIX has yielded a comparatively lower 0.05% annualized return.

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WASCX has a 2.18% expense ratio, which is higher than JANIX's 0.78% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Asset Strategy Fund (WASCX) and Janus Henderson Triton Fund (JANIX). 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 WASCX Sharpe Ratio is 0.90, which is higher than the JANIX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of WASCX and JANIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WASCX's dividend yield for the trailing twelve months is around 1.09%, less than JANIX's 8.13% yield.

The maximum WASCX drawdown since its inception was -36.09%, smaller than the maximum JANIX drawdown of -48.82%. Use the drawdown chart below to compare losses from any high point for WASCX and JANIX. For additional features, visit the drawdowns tool.

The current volatility for Delaware Ivy Asset Strategy Fund (WASCX) is 8.33%, while Janus Henderson Triton Fund (JANIX) has a volatility of 13.79%. This indicates that WASCX experiences smaller price fluctuations and is considered to be less risky than JANIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.