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WLGAX vs. DDVIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between WLGAX and DDVIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

WLGAX vs. DDVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Value Fund (DDVIX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%AugustSeptemberOctoberNovemberDecember2025
2.76%
-20.75%
WLGAX
DDVIX

Key characteristics

Sharpe Ratio

WLGAX:

1.81

DDVIX:

-0.72

Sortino Ratio

WLGAX:

2.42

DDVIX:

-0.67

Omega Ratio

WLGAX:

1.33

DDVIX:

0.80

Calmar Ratio

WLGAX:

1.21

DDVIX:

-0.63

Martin Ratio

WLGAX:

12.16

DDVIX:

-2.49

Ulcer Index

WLGAX:

2.14%

DDVIX:

7.47%

Daily Std Dev

WLGAX:

14.33%

DDVIX:

25.89%

Max Drawdown

WLGAX:

-50.18%

DDVIX:

-53.49%

Current Drawdown

WLGAX:

-3.57%

DDVIX:

-29.25%

Returns By Period

In the year-to-date period, WLGAX achieves a 0.33% return, which is significantly higher than DDVIX's -0.44% return. Over the past 10 years, WLGAX has outperformed DDVIX with an annualized return of 7.27%, while DDVIX has yielded a comparatively lower 4.10% annualized return.


WLGAX

YTD

0.33%

1M

-2.90%

6M

3.85%

1Y

23.51%

5Y*

8.44%

10Y*

7.27%

DDVIX

YTD

-0.44%

1M

-27.97%

6M

-19.96%

1Y

-18.99%

5Y*

-0.35%

10Y*

4.10%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


WLGAX vs. DDVIX - Expense Ratio Comparison

WLGAX has a 0.89% expense ratio, which is higher than DDVIX's 0.68% expense ratio.


WLGAX
Delaware Ivy Large Cap Growth Fund
Expense ratio chart for WLGAX: current value at 0.89% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.89%
Expense ratio chart for DDVIX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

Risk-Adjusted Performance

WLGAX vs. DDVIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WLGAX
The Risk-Adjusted Performance Rank of WLGAX is 8585
Overall Rank
The Sharpe Ratio Rank of WLGAX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of WLGAX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of WLGAX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of WLGAX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of WLGAX is 9191
Martin Ratio Rank

DDVIX
The Risk-Adjusted Performance Rank of DDVIX is 11
Overall Rank
The Sharpe Ratio Rank of DDVIX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of DDVIX is 11
Sortino Ratio Rank
The Omega Ratio Rank of DDVIX is 00
Omega Ratio Rank
The Calmar Ratio Rank of DDVIX is 00
Calmar Ratio Rank
The Martin Ratio Rank of DDVIX is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WLGAX vs. DDVIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Value Fund (DDVIX). 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.


Sharpe ratio
The chart of Sharpe ratio for WLGAX, currently valued at 1.81, compared to the broader market-1.000.001.002.003.001.81-0.72
The chart of Sortino ratio for WLGAX, currently valued at 2.42, compared to the broader market-2.000.002.004.006.008.002.42-0.67
The chart of Omega ratio for WLGAX, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.001.330.80
The chart of Calmar ratio for WLGAX, currently valued at 1.21, compared to the broader market0.002.004.006.008.0010.001.21-0.63
The chart of Martin ratio for WLGAX, currently valued at 12.16, compared to the broader market0.0010.0020.0030.0040.0050.0012.16-2.49
WLGAX
DDVIX

The current WLGAX Sharpe Ratio is 1.81, which is higher than the DDVIX Sharpe Ratio of -0.72. The chart below compares the historical Sharpe Ratios of WLGAX and DDVIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
1.81
-0.72
WLGAX
DDVIX

Dividends

WLGAX vs. DDVIX - Dividend Comparison

WLGAX has not paid dividends to shareholders, while DDVIX's dividend yield for the trailing twelve months is around 1.40%.


TTM20242023202220212020201920182017201620152014
WLGAX
Delaware Ivy Large Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DDVIX
Delaware Value Fund
1.40%1.39%2.02%1.89%1.84%1.97%1.88%1.98%1.61%1.70%1.89%1.59%

Drawdowns

WLGAX vs. DDVIX - Drawdown Comparison

The maximum WLGAX drawdown since its inception was -50.18%, smaller than the maximum DDVIX drawdown of -53.49%. Use the drawdown chart below to compare losses from any high point for WLGAX and DDVIX. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-3.57%
-29.25%
WLGAX
DDVIX

Volatility

WLGAX vs. DDVIX - Volatility Comparison

The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 4.40%, while Delaware Value Fund (DDVIX) has a volatility of 27.08%. This indicates that WLGAX experiences smaller price fluctuations and is considered to be less risky than DDVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
4.40%
27.08%
WLGAX
DDVIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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