WRGCX vs. FSELX
Compare and contrast key facts about Delaware Ivy Small Cap Growth Fund (WRGCX) and Fidelity Select Semiconductors Portfolio (FSELX).
WRGCX is managed by Ivy Funds. It was launched on Sep 21, 1992. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
WRGCX vs. FSELX - Performance Comparison
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WRGCX vs. FSELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WRGCX Delaware Ivy Small Cap Growth Fund | -5.99% | 12.23% | 27.78% | 12.42% | -28.46% | 1.22% | 37.76% | 22.89% | -4.54% | 22.67% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 52.17% | 49.68% | 78.49% | -35.27% | 59.16% | 44.33% | 64.50% | -12.01% | 34.51% |
Returns By Period
Over the past 10 years, WRGCX has underperformed FSELX with an annualized return of 9.53%, while FSELX has yielded a comparatively higher 31.42% annualized return.
WRGCX
- 1D
- -1.52%
- 1M
- -11.05%
- YTD
- -5.99%
- 6M
- -3.58%
- 1Y
- 17.15%
- 3Y*
- 11.86%
- 5Y*
- 1.05%
- 10Y*
- 9.53%
FSELX
- 1D
- -4.27%
- 1M
- -9.75%
- YTD
- 0.00%
- 6M
- 7.40%
- 1Y
- 85.27%
- 3Y*
- 43.05%
- 5Y*
- 30.67%
- 10Y*
- 31.42%
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WRGCX vs. FSELX - Expense Ratio Comparison
WRGCX has a 1.89% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Return for Risk
WRGCX vs. FSELX — Risk / Return Rank
WRGCX
FSELX
WRGCX vs. FSELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Small Cap Growth Fund (WRGCX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
| WRGCX | FSELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 2.07 | -1.37 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.72 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.38 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 4.58 | -3.58 |
Martin ratioReturn relative to average drawdown | 3.89 | 18.71 | -14.82 |
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
| WRGCX | FSELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 2.07 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.80 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.91 | -0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.49 | -0.37 |
Correlation
The correlation between WRGCX and FSELX is 0.73, 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
WRGCX vs. FSELX - Dividend Comparison
WRGCX's dividend yield for the trailing twelve months is around 13.29%, more than FSELX's 11.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRGCX Delaware Ivy Small Cap Growth Fund | 13.29% | 12.50% | 23.68% | 9.47% | 9.84% | 63.80% | 12.83% | 9.29% | 23.45% | 13.88% | 7.73% | 18.28% |
FSELX Fidelity Select Semiconductors Portfolio | 11.11% | 11.11% | 7.97% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.44% | 3.82% | 15.22% |
Drawdowns
WRGCX vs. FSELX - Drawdown Comparison
The maximum WRGCX drawdown since its inception was -72.87%, smaller than the maximum FSELX drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for WRGCX and FSELX.
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Drawdown Indicators
| WRGCX | FSELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.87% | -82.54% | +9.67% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -17.23% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -58.56% | -46.37% | -12.19% |
Max Drawdown (10Y)Largest decline over 10 years | -58.56% | -46.37% | -12.19% |
Current DrawdownCurrent decline from peak | -33.19% | -14.38% | -18.81% |
Average DrawdownAverage peak-to-trough decline | -32.01% | -28.82% | -3.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 4.21% | -0.95% |
Volatility
WRGCX vs. FSELX - Volatility Comparison
The current volatility for Delaware Ivy Small Cap Growth Fund (WRGCX) is 7.54%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 10.47%. This indicates that WRGCX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WRGCX | FSELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 10.47% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 14.96% | 24.91% | -9.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.83% | 40.89% | -17.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.93% | 38.58% | +4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.67% | 34.71% | -0.04% |