WTRCX vs. PAGRX
Compare and contrast key facts about Delaware Ivy Core Equity Fund (WTRCX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
WTRCX is managed by Ivy Funds. It was launched on Sep 21, 1992. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
WTRCX vs. PAGRX - Performance Comparison
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WTRCX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.28% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, WTRCX achieves a -5.25% return, which is significantly lower than PAGRX's -0.28% return. Over the past 10 years, WTRCX has underperformed PAGRX with an annualized return of 14.46%, while PAGRX has yielded a comparatively higher 19.12% annualized return.
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%
PAGRX
- 1D
- 3.71%
- 1M
- -5.53%
- YTD
- -0.28%
- 6M
- 4.30%
- 1Y
- 43.96%
- 3Y*
- 35.66%
- 5Y*
- 17.52%
- 10Y*
- 19.12%
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WTRCX vs. PAGRX - Expense Ratio Comparison
WTRCX has a 1.75% expense ratio, which is higher than PAGRX's 1.21% expense ratio.
Return for Risk
WTRCX vs. PAGRX — Risk / Return Rank
WTRCX
PAGRX
WTRCX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Core Equity Fund (WTRCX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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 | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.74 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.07 | 2.49 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 3.21 | -2.26 |
Martin ratioReturn relative to average drawdown | 3.50 | 16.28 | -12.78 |
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 | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.74 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.72 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.78 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.53 | -0.37 |
Correlation
The correlation between WTRCX and PAGRX is 0.87, 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
WTRCX vs. PAGRX - Dividend Comparison
WTRCX's dividend yield for the trailing twelve months is around 24.17%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Drawdowns
WTRCX vs. PAGRX - Drawdown Comparison
The maximum WTRCX drawdown since its inception was -54.41%, roughly equal to the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for WTRCX and PAGRX.
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Drawdown Indicators
| WTRCX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.41% | -55.87% | +1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -13.80% | +2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -36.52% | +2.86% |
Max Drawdown (10Y)Largest decline over 10 years | -33.66% | -38.01% | +4.35% |
Current DrawdownCurrent decline from peak | -10.05% | -5.77% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -21.06% | -10.09% | -10.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.73% | +0.28% |
Volatility
WTRCX vs. PAGRX - Volatility Comparison
The current volatility for Delaware Ivy Core Equity Fund (WTRCX) is 6.06%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 6.77%. This indicates that WTRCX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRCX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.06% | 6.77% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 13.91% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.75% | 25.69% | -7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.88% | 24.53% | +5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.07% | 24.49% | +0.58% |