WRHIX vs. WTRCX
Compare and contrast key facts about Delaware Ivy High Income Fund (WRHIX) and Delaware Ivy Core Equity Fund (WTRCX).
WRHIX is managed by Ivy Funds. It was launched on Jul 31, 1997. WTRCX is managed by Ivy Funds. It was launched on Sep 21, 1992.
Performance
WRHIX vs. WTRCX - Performance Comparison
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WRHIX vs. WTRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WRHIX Delaware Ivy High Income Fund | -2.78% | 4.90% | 5.19% | 10.78% | -13.38% | 5.02% | 4.61% | 10.53% | -3.38% | 7.26% |
WTRCX Delaware Ivy Core Equity Fund | -5.25% | 14.15% | 51.17% | 22.71% | -18.51% | 27.71% | 20.70% | 30.09% | -5.39% | 19.44% |
Returns By Period
In the year-to-date period, WRHIX achieves a -2.78% return, which is significantly higher than WTRCX's -5.25% return. Over the past 10 years, WRHIX has underperformed WTRCX with an annualized return of 4.02%, while WTRCX has yielded a comparatively higher 14.46% annualized return.
WRHIX
- 1D
- -0.17%
- 1M
- -2.05%
- YTD
- -2.78%
- 6M
- -1.88%
- 1Y
- 3.46%
- 3Y*
- 4.97%
- 5Y*
- 0.86%
- 10Y*
- 4.02%
WTRCX
- 1D
- 3.21%
- 1M
- -5.42%
- YTD
- -5.25%
- 6M
- -5.60%
- 1Y
- 11.31%
- 3Y*
- 23.69%
- 5Y*
- 14.17%
- 10Y*
- 14.46%
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WRHIX vs. WTRCX - Expense Ratio Comparison
WRHIX has a 1.70% expense ratio, which is lower than WTRCX's 1.75% expense ratio.
Return for Risk
WRHIX vs. WTRCX — Risk / Return Rank
WRHIX
WTRCX
WRHIX vs. WTRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy High Income Fund (WRHIX) and Delaware Ivy Core Equity Fund (WTRCX). 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 | WTRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.68 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.07 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.95 | +0.06 |
Martin ratioReturn relative to average drawdown | 3.49 | 3.50 | -0.01 |
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 | WTRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.68 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.48 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.58 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.15 | +0.77 |
Correlation
The correlation between WRHIX and WTRCX 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
WRHIX vs. WTRCX - Dividend Comparison
WRHIX's dividend yield for the trailing twelve months is around 5.27%, less than WTRCX's 24.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRHIX Delaware Ivy High Income Fund | 5.27% | 5.57% | 5.93% | 6.02% | 4.79% | 4.94% | 5.76% | 6.15% | 6.40% | 6.10% | 6.85% | 7.52% |
WTRCX Delaware Ivy Core Equity Fund | 24.17% | 22.90% | 36.18% | 16.84% | 19.28% | 15.56% | 2.66% | 12.05% | 18.38% | 7.10% | 3.92% | 7.95% |
Drawdowns
WRHIX vs. WTRCX - Drawdown Comparison
The maximum WRHIX drawdown since its inception was -26.97%, smaller than the maximum WTRCX drawdown of -54.41%. Use the drawdown chart below to compare losses from any high point for WRHIX and WTRCX.
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Drawdown Indicators
| WRHIX | WTRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.97% | -54.41% | +27.44% |
Max Drawdown (1Y)Largest decline over 1 year | -3.59% | -11.06% | +7.47% |
Max Drawdown (5Y)Largest decline over 5 years | -18.29% | -33.66% | +15.37% |
Max Drawdown (10Y)Largest decline over 10 years | -24.11% | -33.66% | +9.55% |
Current DrawdownCurrent decline from peak | -2.94% | -10.05% | +7.11% |
Average DrawdownAverage peak-to-trough decline | -3.87% | -21.06% | +17.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 3.01% | -1.97% |
Volatility
WRHIX vs. WTRCX - Volatility Comparison
The current volatility for Delaware Ivy High Income Fund (WRHIX) is 1.55%, while Delaware Ivy Core Equity Fund (WTRCX) has a volatility of 6.06%. This indicates that WRHIX experiences smaller price fluctuations and is considered to be less risky than WTRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WRHIX | WTRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 6.06% | -4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 10.54% | -7.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.68% | 17.75% | -13.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 29.88% | -23.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.19% | 25.07% | -18.88% |