WLGAX vs. DEMIX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Emerging Markets Fund (DEMIX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. DEMIX is managed by Delaware Funds. It was launched on Jun 9, 1996.
Performance
WLGAX vs. DEMIX - Performance Comparison
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WLGAX vs. DEMIX - 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% |
DEMIX Delaware Emerging Markets Fund | 13.36% | 86.79% | 6.52% | 17.59% | -28.66% | -2.08% | 26.09% | 24.33% | -17.10% | 41.98% |
Returns By Period
In the year-to-date period, WLGAX achieves a -15.30% return, which is significantly lower than DEMIX's 13.36% return. Both investments have delivered pretty close results over the past 10 years, with WLGAX having a 14.04% annualized return and DEMIX not far ahead at 14.40%.
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%
DEMIX
- 1D
- 0.99%
- 1M
- -18.24%
- YTD
- 13.36%
- 6M
- 43.46%
- 1Y
- 104.80%
- 3Y*
- 35.24%
- 5Y*
- 12.50%
- 10Y*
- 14.40%
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WLGAX vs. DEMIX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is lower than DEMIX's 1.26% expense ratio.
Return for Risk
WLGAX vs. DEMIX — Risk / Return Rank
WLGAX
DEMIX
WLGAX vs. DEMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and Delaware Emerging Markets Fund (DEMIX). 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 | DEMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.04 | 3.11 | -3.15 |
Sortino ratioReturn per unit of downside risk | 0.08 | 3.29 | -3.20 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.51 | -0.50 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | 4.81 | -4.97 |
Martin ratioReturn relative to average drawdown | -0.55 | 18.57 | -19.12 |
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 | DEMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.04 | 3.11 | -3.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.54 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.66 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.44 | -0.01 |
Correlation
The correlation between WLGAX and DEMIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WLGAX vs. DEMIX - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 9.93%, less than DEMIX's 16.74% 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% |
DEMIX Delaware Emerging Markets Fund | 16.74% | 18.97% | 1.99% | 2.95% | 1.89% | 3.42% | 0.87% | 0.80% | 0.65% | 1.80% | 0.94% | 0.30% |
Drawdowns
WLGAX vs. DEMIX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, smaller than the maximum DEMIX drawdown of -63.15%. Use the drawdown chart below to compare losses from any high point for WLGAX and DEMIX.
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Drawdown Indicators
| WLGAX | DEMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.78% | -63.15% | +13.37% |
Max Drawdown (1Y)Largest decline over 1 year | -18.12% | -20.32% | +2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -37.00% | -43.95% | +6.95% |
Max Drawdown (10Y)Largest decline over 10 years | -37.00% | -46.29% | +9.29% |
Current DrawdownCurrent decline from peak | -17.85% | -19.53% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -18.54% | +5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 5.26% | +0.10% |
Volatility
WLGAX vs. DEMIX - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 4.94%, while Delaware Emerging Markets Fund (DEMIX) has a volatility of 19.15%. This indicates that WLGAX experiences smaller price fluctuations and is considered to be less risky than DEMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLGAX | DEMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 19.15% | -14.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.92% | 28.50% | -17.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.27% | 33.36% | -14.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.58% | 23.11% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 21.94% | -1.31% |