- ISIN
- US4660006846
- Issuer
- Ivy Funds
- Inception Date
- Jul 30, 1997
- Category
- Technology Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WSTCX Performance Chart
Delaware Ivy Science and Technology Fund (WSTCX) is up 44.9% since the beginning of the year. WSTCX is currently trading at $115 per share. Investors who bought $1,000 worth of WSTCX shares 5 years ago would now be looking at an investment worth $4,042.
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Returns By Period
Delaware Ivy Science and Technology Fund (WSTCX) has returned 44.87% so far this year and 75.55% over the past 12 months. Looking at the last ten years, WSTCX has achieved an annualized return of 28.73%, outperforming the S&P 500 Index benchmark, which averaged 13.71% per year.
Delaware Ivy Science and Technology Fund
- 1D
- -0.34%
- 1M
- 11.29%
- YTD
- 44.87%
- 6M
- 43.48%
- 1Y
- 75.55%
- 3Y*
- 68.65%
- 5Y*
- 32.23%
- 10Y*
- 28.73%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
WSTCX Monthly Returns History
Based on dividend-adjusted daily data since Jul 31, 1997, WSTCX's average daily return is +0.09%, while the average monthly return is +1.69%. At this rate, an investment would double in approximately 3.4 years.
Historically, 61% of months were positive and 39% were negative. The best month was Dec 2024 with a return of +65.9%, while the worst month was Apr 2000 at -26.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WSTCX closed higher 53% of trading days. The best single day was Dec 3, 2024 with a return of +134.3%, while the worst single day was Dec 17, 2021 at -40.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.61% | -2.00% | -7.24% | 23.07% | 13.67% | 5.86% | 44.87% | ||||||
| 2025 | 5.35% | -3.90% | -10.53% | 2.88% | 12.24% | 10.87% | 3.66% | 0.15% | 7.65% | 6.26% | -4.00% | 0.50% | 32.86% |
| 2024 | 4.25% | 9.10% | 1.52% | -6.75% | 7.12% | 8.62% | -4.05% | 2.44% | 4.12% | -1.77% | 4.26% | 65.89% | 117.81% |
| 2023 | 11.08% | -1.68% | 5.54% | -2.75% | 5.56% | 6.29% | 2.81% | -3.10% | -6.09% | -1.74% | 13.08% | 6.43% | 39.18% |
| 2022 | -9.61% | -3.73% | 2.15% | -13.26% | -1.71% | -11.18% | 12.80% | -5.33% | -9.67% | 3.41% | 7.53% | -7.52% | -33.22% |
| 2021 | 2.65% | 0.82% | -0.63% | 3.82% | -0.97% | 5.08% | 1.53% | 1.99% | -6.10% | 4.30% | -1.15% | 1.27% | 12.80% |
Benchmark Metrics
Delaware Ivy Science and Technology Fund has an annualized alpha of 14.81%, beta of 0.99, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since July 31, 1997.
- This fund captured 142.71% of S&P 500 Index gains but only 92.09% of its losses - a favorable profile for investors.
- R2 of 0.25 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 14.81%
- Beta
- 0.99
- R²
- 0.25
- Upside Capture
- 142.71%
- Downside Capture
- 92.09%
Expense Ratio
WSTCX has a high expense ratio of 2.14%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WSTCX ranks 87 for risk / return — in the top 87% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WSTCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.32 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.66 | 2.46 | +2.20 |
| Martin ratioReturn relative to average drawdown | 16.54 | 10.92 | +5.62 |
Dividends
Dividend History
Delaware Ivy Science and Technology Fund provided a 9.22% dividend yield over the last twelve months, with an annual payout of $10.60 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $10.60 | $10.60 | $55.45 | $15.99 | $37.12 | $90.81 | $23.81 | $24.16 | $22.35 | $12.50 | $0.00 | $3.78 |
Dividend yield | 9.22% | 13.35% | 81.76% | 21.98% | 57.60% | 61.50% | 11.27% | 13.85% | 16.72% | 7.61% | 0.00% | 2.85% |
Monthly Dividends
The table displays the monthly dividend distributions for Delaware Ivy Science and Technology Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.60 | $10.60 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $55.45 | $55.45 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.99 | $15.99 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $37.12 | $37.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $90.81 | $90.81 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Delaware Ivy Science and Technology Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Delaware Ivy Science and Technology Fund was 60.92%, occurring on Oct 14, 2022. Recovery took 536 trading sessions.
The current Delaware Ivy Science and Technology Fund drawdown is 0.34%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -60.92%Oct 2022 | 10mo 1d | 2y 1mo | 2y 11moDec 2021 - Dec 2024 |
Dot-com crash2000–2002 | -56.95%Oct 2002 | 2y 7mo | 4y 9mo | 7y 4moMar 2000 - Jul 2007 |
2025 selloff2025 | -44.66%Apr 2025 | 4mo 5d | 9mo 23d | 1y 1moDec 2024 - Jan 2026 |
Financial crisis2007–2009 | -43.81%Nov 2008 | 1y 20d | 1y 4mo | 2y 5moNov 2007 - Apr 2010 |
COVID crash2020 | -30.42%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
Drawdown Indicators
| WSTCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.92% | -56.78% | -4.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.84% | -9.10% | -7.74% |
Max Drawdown (3Y)Largest decline over 3 years | -44.66% | -18.90% | -25.76% |
Max Drawdown (5Y)Largest decline over 5 years | -60.92% | -25.43% | -35.49% |
Max Drawdown (10Y)Largest decline over 10 years | -60.92% | -33.92% | -27.00% |
Current DrawdownCurrent decline from peak | -0.34% | -3.21% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -18.37% | -10.71% | -7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 2.04% | +2.68% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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