WRGCX vs. WRHIX
Compare and contrast key facts about Delaware Ivy Small Cap Growth Fund (WRGCX) and Delaware Ivy High Income Fund (WRHIX).
WRGCX is managed by Ivy Funds. It was launched on Sep 21, 1992. WRHIX is managed by Ivy Funds. It was launched on Jul 31, 1997.
Performance
WRGCX vs. WRHIX - Performance Comparison
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WRGCX vs. WRHIX - 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% |
WRHIX Delaware Ivy High Income Fund | -2.61% | 4.90% | 5.19% | 10.78% | -13.38% | 5.02% | 4.61% | 10.53% | -3.38% | 7.26% |
Returns By Period
In the year-to-date period, WRGCX achieves a -5.99% return, which is significantly lower than WRHIX's -2.61% return. Over the past 10 years, WRGCX has outperformed WRHIX with an annualized return of 9.53%, while WRHIX has yielded a comparatively lower 4.04% 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%
WRHIX
- 1D
- 0.00%
- 1M
- -2.04%
- YTD
- -2.61%
- 6M
- -1.54%
- 1Y
- 3.99%
- 3Y*
- 5.03%
- 5Y*
- 0.92%
- 10Y*
- 4.04%
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WRGCX vs. WRHIX - Expense Ratio Comparison
WRGCX has a 1.89% expense ratio, which is higher than WRHIX's 1.70% expense ratio.
Return for Risk
WRGCX vs. WRHIX — Risk / Return Rank
WRGCX
WRHIX
WRGCX vs. WRHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Small Cap Growth Fund (WRGCX) and Delaware Ivy High Income Fund (WRHIX). 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 | WRHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.94 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.36 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.01 | -0.02 |
Martin ratioReturn relative to average drawdown | 3.89 | 3.55 | +0.35 |
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 | WRHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.94 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.15 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.65 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.92 | -0.80 |
Correlation
The correlation between WRGCX and WRHIX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WRGCX vs. WRHIX - Dividend Comparison
WRGCX's dividend yield for the trailing twelve months is around 13.29%, more than WRHIX's 5.26% 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% |
WRHIX Delaware Ivy High Income Fund | 5.26% | 5.57% | 5.93% | 6.02% | 4.79% | 4.94% | 5.76% | 6.15% | 6.40% | 6.10% | 6.85% | 7.52% |
Drawdowns
WRGCX vs. WRHIX - Drawdown Comparison
The maximum WRGCX drawdown since its inception was -72.87%, which is greater than WRHIX's maximum drawdown of -26.97%. Use the drawdown chart below to compare losses from any high point for WRGCX and WRHIX.
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Drawdown Indicators
| WRGCX | WRHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.87% | -26.97% | -45.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -3.59% | -8.87% |
Max Drawdown (5Y)Largest decline over 5 years | -58.56% | -18.29% | -40.27% |
Max Drawdown (10Y)Largest decline over 10 years | -58.56% | -24.11% | -34.45% |
Current DrawdownCurrent decline from peak | -33.19% | -2.77% | -30.42% |
Average DrawdownAverage peak-to-trough decline | -32.01% | -3.87% | -28.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 1.02% | +2.24% |
Volatility
WRGCX vs. WRHIX - Volatility Comparison
Delaware Ivy Small Cap Growth Fund (WRGCX) has a higher volatility of 7.54% compared to Delaware Ivy High Income Fund (WRHIX) at 1.55%. This indicates that WRGCX's price experiences larger fluctuations and is considered to be riskier than WRHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WRGCX | WRHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 1.55% | +5.99% |
Volatility (6M)Calculated over the trailing 6-month period | 14.96% | 2.84% | +12.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.83% | 4.69% | +19.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.93% | 6.07% | +36.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.67% | 6.19% | +28.48% |