Delaware Ivy Science and Technology Fund (WSTCX)
The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.
Fund Info
| ISIN | US4660006846 |
|---|---|
| Issuer | Ivy Funds |
| Inception Date | Jul 30, 1997 |
| Category | Technology Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
WSTCX has a high expense ratio of 2.14%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: WSTCX vs. XLK, WSTCX vs. ALARX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Delaware Ivy Science and Technology Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Delaware Ivy Science and Technology Fund had a return of 26.76% year-to-date (YTD) and 17.73% in the last 12 months. Over the past 10 years, Delaware Ivy Science and Technology Fund had an annualized return of -4.31%, while the S&P 500 had an annualized return of 11.05%, indicating that Delaware Ivy Science and Technology Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.76% | 21.24% |
| 1 month | -1.25% | 0.55% |
| 6 months | 11.94% | 11.47% |
| 1 year | 17.73% | 32.45% |
| 5 years (annualized) | -13.12% | 13.43% |
| 10 years (annualized) | -4.31% | 11.05% |
Monthly Returns
The table below presents the monthly returns of WSTCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.25% | 9.10% | 1.52% | -6.75% | 7.12% | 8.62% | -4.05% | 2.44% | 4.12% | -1.77% | 26.76% | ||
| 2023 | 11.08% | -1.68% | 5.54% | -2.75% | 5.56% | 6.29% | 2.81% | -3.10% | -6.09% | -1.74% | 13.08% | -13.67% | 12.90% |
| 2022 | -9.61% | -3.73% | 2.15% | -13.26% | -1.71% | -11.18% | 12.80% | -5.33% | -9.67% | 3.41% | 7.53% | -39.56% | -56.36% |
| 2021 | 2.65% | 0.82% | -0.63% | 3.82% | -0.97% | 5.08% | 1.53% | 1.99% | -6.10% | 4.30% | -1.15% | -37.27% | -30.12% |
| 2020 | 0.29% | -6.33% | -11.15% | 12.72% | 5.70% | 5.14% | 6.24% | 8.13% | -4.44% | -1.71% | 14.93% | -6.54% | 21.18% |
| 2019 | 11.65% | 6.63% | 2.30% | 6.56% | -6.92% | 9.99% | 1.98% | -2.32% | -1.90% | 4.37% | 6.59% | -9.69% | 30.45% |
| 2018 | 7.68% | -1.75% | -3.04% | -1.80% | 8.68% | -0.85% | 2.71% | 5.58% | -2.11% | -9.93% | 0.51% | -22.04% | -18.67% |
| 2017 | 3.18% | 3.86% | 3.09% | 2.31% | 2.87% | 0.00% | 4.06% | 3.46% | 2.00% | 5.19% | 0.03% | -8.77% | 22.55% |
| 2016 | -11.09% | -3.53% | 7.16% | -0.20% | 2.04% | -3.31% | 7.66% | 0.60% | 2.42% | -5.22% | 4.84% | 1.20% | 0.97% |
| 2015 | -2.79% | 7.78% | 0.06% | -0.32% | 3.32% | -3.83% | -0.45% | -7.46% | -5.68% | 7.75% | 2.19% | -5.85% | -6.46% |
| 2014 | -0.56% | 4.92% | -3.38% | -4.05% | 3.31% | 5.51% | -4.13% | 3.36% | -2.35% | 0.46% | 1.90% | -3.21% | 1.09% |
| 2013 | 5.42% | 1.78% | 5.05% | 1.92% | 2.70% | 1.43% | 6.65% | -2.36% | 7.71% | 3.03% | 3.98% | 1.96% | 46.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSTCX is 4, indicating that it is in the bottom 4% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
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 77.63%, occurring on Oct 9, 2002. Recovery took 3771 trading sessions.
The current Delaware Ivy Science and Technology Fund drawdown is 62.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.63% | Mar 13, 2000 | 647 | Oct 9, 2002 | 3771 | Oct 5, 2017 | 4418 |
| -74.57% | Nov 17, 2021 | 280 | Dec 28, 2022 | — | — | — |
| -35.74% | Sep 4, 2018 | 78 | Dec 24, 2018 | 234 | Nov 27, 2019 | 312 |
| -33.32% | Nov 29, 2019 | 78 | Mar 23, 2020 | 82 | Jul 20, 2020 | 160 |
| -14.69% | Nov 27, 2017 | 51 | Feb 8, 2018 | 87 | Jun 14, 2018 | 138 |
Volatility
Volatility Chart
The current Delaware Ivy Science and Technology Fund volatility is 5.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.