WRHIX vs. CWFIX
Compare and contrast key facts about Delaware Ivy High Income Fund (WRHIX) and Chartwell Short Duration High Yield Fund (CWFIX).
WRHIX is managed by Ivy Funds. It was launched on Jul 31, 1997. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
WRHIX vs. CWFIX - Performance Comparison
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WRHIX vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CWFIX Chartwell Short Duration High Yield Fund | -0.40% | 6.99% | 5.78% | 7.80% | -3.17% | 2.40% | 4.38% | 7.33% | 0.36% | 3.06% |
Returns By Period
In the year-to-date period, WRHIX achieves a -2.61% return, which is significantly lower than CWFIX's -0.40% return. Both investments have delivered pretty close results over the past 10 years, with WRHIX having a 4.04% annualized return and CWFIX not far behind at 4.00%.
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%
CWFIX
- 1D
- 0.11%
- 1M
- -1.03%
- YTD
- -0.40%
- 6M
- 1.21%
- 1Y
- 5.08%
- 3Y*
- 6.16%
- 5Y*
- 3.68%
- 10Y*
- 4.00%
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WRHIX vs. CWFIX - Expense Ratio Comparison
WRHIX has a 1.70% expense ratio, which is higher than CWFIX's 0.49% expense ratio.
Return for Risk
WRHIX vs. CWFIX — Risk / Return Rank
WRHIX
CWFIX
WRHIX vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy High Income Fund (WRHIX) and Chartwell Short Duration High Yield Fund (CWFIX). 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.
| WRHIX | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 2.99 | -2.05 |
Sortino ratioReturn per unit of downside risk | 1.36 | 4.25 | -2.89 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.80 | -0.61 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 3.72 | -2.71 |
Martin ratioReturn relative to average drawdown | 3.55 | 17.45 | -13.91 |
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
| WRHIX | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.99 | -2.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 1.35 | -1.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 1.30 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 1.08 | -0.16 |
Correlation
The correlation between WRHIX and CWFIX is 0.58, 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
WRHIX vs. CWFIX - Dividend Comparison
WRHIX's dividend yield for the trailing twelve months is around 5.26%, which matches CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CWFIX Chartwell Short Duration High Yield Fund | 5.22% | 5.17% | 5.09% | 4.41% | 3.17% | 2.79% | 3.38% | 3.60% | 3.24% | 2.82% | 3.79% | 3.32% |
Drawdowns
WRHIX vs. CWFIX - Drawdown Comparison
The maximum WRHIX drawdown since its inception was -26.97%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for WRHIX and CWFIX.
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Drawdown Indicators
| WRHIX | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.97% | -12.41% | -14.56% |
Max Drawdown (1Y)Largest decline over 1 year | -3.59% | -1.37% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -18.29% | -6.36% | -11.93% |
Max Drawdown (10Y)Largest decline over 10 years | -24.11% | -12.41% | -11.70% |
Current DrawdownCurrent decline from peak | -2.77% | -1.03% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -3.87% | -0.87% | -3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.29% | +0.73% |
Volatility
WRHIX vs. CWFIX - Volatility Comparison
Delaware Ivy High Income Fund (WRHIX) has a higher volatility of 1.55% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that WRHIX's price experiences larger fluctuations and is considered to be riskier than CWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WRHIX | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 0.70% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 1.03% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.69% | 1.71% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 2.75% | +3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.19% | 3.09% | +3.10% |