WTRCX vs. RCKSX
Compare and contrast key facts about Delaware Ivy Core Equity Fund (WTRCX) and Rock Oak Core Growth Fund (RCKSX).
WTRCX is managed by Ivy Funds. It was launched on Sep 21, 1992. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
WTRCX vs. RCKSX - Performance Comparison
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WTRCX vs. RCKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRCX Delaware Ivy Core Equity Fund | -3.96% | 14.15% | 51.17% | 22.71% | -18.51% | 27.71% | 20.70% | 30.09% | -5.39% | 19.44% |
RCKSX Rock Oak Core Growth Fund | 8.78% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
Returns By Period
In the year-to-date period, WTRCX achieves a -3.96% return, which is significantly lower than RCKSX's 8.78% return. Over the past 10 years, WTRCX has outperformed RCKSX with an annualized return of 14.65%, while RCKSX has yielded a comparatively lower 10.54% annualized return.
WTRCX
- 1D
- 0.00%
- 1M
- -3.52%
- YTD
- -3.96%
- 6M
- -4.46%
- 1Y
- 17.27%
- 3Y*
- 24.10%
- 5Y*
- 14.48%
- 10Y*
- 14.65%
RCKSX
- 1D
- 0.50%
- 1M
- 0.27%
- YTD
- 8.78%
- 6M
- 8.94%
- 1Y
- 27.07%
- 3Y*
- 17.47%
- 5Y*
- 6.14%
- 10Y*
- 10.54%
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WTRCX vs. RCKSX - Expense Ratio Comparison
WTRCX has a 1.75% expense ratio, which is higher than RCKSX's 1.25% expense ratio.
Return for Risk
WTRCX vs. RCKSX — Risk / Return Rank
WTRCX
RCKSX
WTRCX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Core Equity Fund (WTRCX) and Rock Oak Core Growth Fund (RCKSX). 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 | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.35 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.99 | -0.91 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.27 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 2.07 | -0.85 |
Martin ratioReturn relative to average drawdown | 4.40 | 10.83 | -6.43 |
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 | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.35 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.39 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.60 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.37 | -0.21 |
Correlation
The correlation between WTRCX and RCKSX 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. RCKSX - Dividend Comparison
WTRCX's dividend yield for the trailing twelve months is around 23.84%, more than RCKSX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRCX Delaware Ivy Core Equity Fund | 23.84% | 22.90% | 36.18% | 16.84% | 19.28% | 15.56% | 2.66% | 12.05% | 18.38% | 7.10% | 3.92% | 7.95% |
RCKSX Rock Oak Core Growth Fund | 5.75% | 6.26% | 0.47% | 0.71% | 1.00% | 4.31% | 16.56% | 3.18% | 0.59% | 5.91% | 0.70% | 3.21% |
Drawdowns
WTRCX vs. RCKSX - Drawdown Comparison
The maximum WTRCX drawdown since its inception was -54.41%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for WTRCX and RCKSX.
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Drawdown Indicators
| WTRCX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.41% | -57.88% | +3.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -4.14% | -6.92% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -23.50% | -10.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.66% | -33.10% | -0.56% |
Current DrawdownCurrent decline from peak | -8.82% | -0.76% | -8.06% |
Average DrawdownAverage peak-to-trough decline | -21.06% | -9.58% | -11.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 2.16% | +0.91% |
Volatility
WTRCX vs. RCKSX - Volatility Comparison
Delaware Ivy Core Equity Fund (WTRCX) has a higher volatility of 6.08% compared to Rock Oak Core Growth Fund (RCKSX) at 3.58%. This indicates that WTRCX's price experiences larger fluctuations and is considered to be riskier than RCKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRCX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 3.58% | +2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 8.87% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.78% | 16.40% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.87% | 15.77% | +14.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.07% | 17.58% | +7.49% |