WTRCX vs. IVSIX
Compare and contrast key facts about Delaware Ivy Core Equity Fund (WTRCX) and Delaware Ivy Global Bond Fund (IVSIX).
WTRCX is managed by Ivy Funds. It was launched on Sep 21, 1992. IVSIX is managed by Ivy Funds. It was launched on Apr 3, 2008.
Performance
WTRCX vs. IVSIX - Performance Comparison
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WTRCX vs. IVSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRCX Delaware Ivy Core Equity Fund | -8.20% | 14.15% | 51.17% | 22.71% | -18.51% | 27.71% | 20.70% | 30.09% | -5.39% | 19.44% |
IVSIX Delaware Ivy Global Bond Fund | -0.52% | 4.96% | 2.96% | 7.09% | -8.82% | -0.86% | 8.21% | 7.93% | -0.11% | 5.07% |
Returns By Period
In the year-to-date period, WTRCX achieves a -8.20% return, which is significantly lower than IVSIX's -0.52% return. Over the past 10 years, WTRCX has outperformed IVSIX with an annualized return of 14.09%, while IVSIX has yielded a comparatively lower 3.04% annualized return.
WTRCX
- 1D
- -0.30%
- 1M
- -8.45%
- YTD
- -8.20%
- 6M
- -8.40%
- 1Y
- 8.52%
- 3Y*
- 22.39%
- 5Y*
- 13.73%
- 10Y*
- 14.09%
IVSIX
- 1D
- 0.22%
- 1M
- -2.18%
- YTD
- -0.52%
- 6M
- 0.05%
- 1Y
- 3.38%
- 3Y*
- 3.93%
- 5Y*
- 1.13%
- 10Y*
- 3.04%
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WTRCX vs. IVSIX - Expense Ratio Comparison
WTRCX has a 1.75% expense ratio, which is higher than IVSIX's 0.72% expense ratio.
Return for Risk
WTRCX vs. IVSIX — Risk / Return Rank
WTRCX
IVSIX
WTRCX vs. IVSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Core Equity Fund (WTRCX) and Delaware Ivy Global Bond Fund (IVSIX). 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.
| WTRCX | IVSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.22 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.71 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.22 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.60 | -0.98 |
Martin ratioReturn relative to average drawdown | 2.32 | 5.85 | -3.53 |
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
| WTRCX | IVSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.22 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.28 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.84 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.84 | -0.69 |
Correlation
The correlation between WTRCX and IVSIX is 0.16, 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
WTRCX vs. IVSIX - Dividend Comparison
WTRCX's dividend yield for the trailing twelve months is around 24.94%, more than IVSIX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRCX Delaware Ivy Core Equity Fund | 24.94% | 22.90% | 36.18% | 16.84% | 19.28% | 15.56% | 2.66% | 12.05% | 18.38% | 7.10% | 3.92% | 7.95% |
IVSIX Delaware Ivy Global Bond Fund | 4.03% | 4.20% | 3.79% | 2.99% | 3.52% | 2.88% | 2.72% | 2.23% | 3.36% | 2.34% | 2.43% | 3.29% |
Drawdowns
WTRCX vs. IVSIX - Drawdown Comparison
The maximum WTRCX drawdown since its inception was -54.41%, which is greater than IVSIX's maximum drawdown of -14.84%. Use the drawdown chart below to compare losses from any high point for WTRCX and IVSIX.
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Drawdown Indicators
| WTRCX | IVSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.41% | -14.84% | -39.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -2.39% | -8.67% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -14.84% | -18.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.66% | -14.84% | -18.82% |
Current DrawdownCurrent decline from peak | -12.85% | -2.18% | -10.67% |
Average DrawdownAverage peak-to-trough decline | -21.06% | -2.32% | -18.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 0.65% | +2.33% |
Volatility
WTRCX vs. IVSIX - Volatility Comparison
Delaware Ivy Core Equity Fund (WTRCX) has a higher volatility of 4.89% compared to Delaware Ivy Global Bond Fund (IVSIX) at 1.16%. This indicates that WTRCX's price experiences larger fluctuations and is considered to be riskier than IVSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRCX | IVSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 1.16% | +3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 1.87% | +8.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 2.98% | +14.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.85% | 4.00% | +25.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.05% | 3.65% | +21.40% |