WMGAX vs. IRSAX
Compare and contrast key facts about Delaware Ivy Mid Cap Growth Fund (WMGAX) and Delaware Ivy Securian Real Estate Securities Fund (IRSAX).
WMGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. IRSAX is managed by Delaware Funds. It was launched on Feb 25, 1999.
Performance
WMGAX vs. IRSAX - Performance Comparison
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WMGAX vs. IRSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMGAX Delaware Ivy Mid Cap Growth Fund | -9.94% | 0.83% | 10.02% | 19.97% | -30.68% | 16.22% | 48.56% | 38.01% | -0.20% | 26.95% |
IRSAX Delaware Ivy Securian Real Estate Securities Fund | 2.04% | 7.28% | 23.62% | 9.53% | -25.47% | 43.57% | -3.51% | 24.13% | -5.69% | 5.29% |
Returns By Period
In the year-to-date period, WMGAX achieves a -9.94% return, which is significantly lower than IRSAX's 2.04% return. Over the past 10 years, WMGAX has outperformed IRSAX with an annualized return of 10.30%, while IRSAX has yielded a comparatively lower 6.56% annualized return.
WMGAX
- 1D
- -0.82%
- 1M
- -11.41%
- YTD
- -9.94%
- 6M
- -13.30%
- 1Y
- -0.56%
- 3Y*
- 2.52%
- 5Y*
- -1.06%
- 10Y*
- 10.30%
IRSAX
- 1D
- 0.31%
- 1M
- -7.56%
- YTD
- 2.04%
- 6M
- 2.26%
- 1Y
- 8.69%
- 3Y*
- 13.10%
- 5Y*
- 7.82%
- 10Y*
- 6.56%
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WMGAX vs. IRSAX - Expense Ratio Comparison
WMGAX has a 1.12% expense ratio, which is lower than IRSAX's 1.20% expense ratio.
Return for Risk
WMGAX vs. IRSAX — Risk / Return Rank
WMGAX
IRSAX
WMGAX vs. IRSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Growth Fund (WMGAX) and Delaware Ivy Securian Real Estate Securities Fund (IRSAX). 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.
| WMGAX | IRSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.59 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.12 | 0.90 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.12 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | 0.72 | -0.88 |
Martin ratioReturn relative to average drawdown | -0.51 | 3.44 | -3.95 |
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
| WMGAX | IRSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.59 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.27 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.26 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.30 | +0.06 |
Correlation
The correlation between WMGAX and IRSAX is 0.60, 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
WMGAX vs. IRSAX - Dividend Comparison
WMGAX's dividend yield for the trailing twelve months is around 12.32%, less than IRSAX's 24.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMGAX Delaware Ivy Mid Cap Growth Fund | 12.32% | 11.10% | 15.30% | 6.66% | 11.94% | 13.08% | 9.97% | 5.23% | 10.28% | 7.92% | 3.98% | 10.88% |
IRSAX Delaware Ivy Securian Real Estate Securities Fund | 24.30% | 24.77% | 29.95% | 9.61% | 34.76% | 13.03% | 1.81% | 9.69% | 7.51% | 12.71% | 10.34% | 5.88% |
Drawdowns
WMGAX vs. IRSAX - Drawdown Comparison
The maximum WMGAX drawdown since its inception was -53.74%, smaller than the maximum IRSAX drawdown of -72.03%. Use the drawdown chart below to compare losses from any high point for WMGAX and IRSAX.
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Drawdown Indicators
| WMGAX | IRSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.74% | -72.03% | +18.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.16% | -12.83% | -3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -42.95% | -37.56% | -5.39% |
Max Drawdown (10Y)Largest decline over 10 years | -42.95% | -40.71% | -2.24% |
Current DrawdownCurrent decline from peak | -25.33% | -7.76% | -17.57% |
Average DrawdownAverage peak-to-trough decline | -13.58% | -13.32% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 2.69% | +2.27% |
Volatility
WMGAX vs. IRSAX - Volatility Comparison
Delaware Ivy Mid Cap Growth Fund (WMGAX) has a higher volatility of 5.96% compared to Delaware Ivy Securian Real Estate Securities Fund (IRSAX) at 4.36%. This indicates that WMGAX's price experiences larger fluctuations and is considered to be riskier than IRSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WMGAX | IRSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 4.36% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 8.93% | +3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.95% | 16.42% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.00% | 28.58% | -3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.09% | 25.61% | -2.52% |