WLGAX vs. DDVIX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Value Fund (DDVIX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. DDVIX is managed by Delaware Funds. It was launched on Sep 14, 1998.
Performance
WLGAX vs. DDVIX - Performance Comparison
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WLGAX vs. DDVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DDVIX Delaware Value Fund | 1.00% | 11.38% | 6.76% | 2.09% | -3.60% | 22.05% | 0.65% | 20.26% | -2.99% | 13.64% |
Returns By Period
In the year-to-date period, WLGAX achieves a -15.30% return, which is significantly lower than DDVIX's 1.00% return. Over the past 10 years, WLGAX has outperformed DDVIX with an annualized return of 14.04%, while DDVIX has yielded a comparatively lower 8.02% annualized return.
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%
DDVIX
- 1D
- 0.00%
- 1M
- -7.74%
- YTD
- 1.00%
- 6M
- 4.29%
- 1Y
- 12.44%
- 3Y*
- 8.44%
- 5Y*
- 5.77%
- 10Y*
- 8.02%
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WLGAX vs. DDVIX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is higher than DDVIX's 0.68% expense ratio.
Return for Risk
WLGAX vs. DDVIX — Risk / Return Rank
WLGAX
DDVIX
WLGAX vs. DDVIX - Risk-Adjusted Trends 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.
| WLGAX | DDVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.04 | 0.83 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.08 | 1.24 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.18 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | 0.98 | -1.14 |
Martin ratioReturn relative to average drawdown | -0.55 | 3.83 | -4.38 |
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
| WLGAX | DDVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 0.83 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.40 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.47 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.43 | 0.00 |
Correlation
The correlation between WLGAX and DDVIX is 0.75, 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.
Dividends
WLGAX vs. DDVIX - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 9.93%, less than DDVIX's 27.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DDVIX Delaware Value Fund | 27.90% | 28.24% | 32.45% | 11.92% | 10.60% | 25.18% | 3.11% | 4.87% | 6.45% | 4.02% | 2.51% | 2.75% |
Drawdowns
WLGAX vs. DDVIX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, 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.
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Drawdown Indicators
| WLGAX | DDVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.78% | -53.49% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -18.12% | -11.57% | -6.55% |
Max Drawdown (5Y)Largest decline over 5 years | -37.00% | -18.35% | -18.65% |
Max Drawdown (10Y)Largest decline over 10 years | -37.00% | -37.52% | +0.52% |
Current DrawdownCurrent decline from peak | -17.85% | -8.45% | -9.40% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -8.20% | -4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 3.08% | +2.28% |
Volatility
WLGAX vs. DDVIX - Volatility Comparison
Delaware Ivy Large Cap Growth Fund (WLGAX) has a higher volatility of 4.94% compared to Delaware Value Fund (DDVIX) at 3.95%. This indicates that WLGAX's price experiences larger fluctuations and is considered to be riskier than DDVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLGAX | DDVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 3.95% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 8.80% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.27% | 16.16% | +3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.58% | 14.50% | +6.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 17.09% | +3.54% |