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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.
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Returns By Period
Delaware Ivy Science and Technology Fund (WSTCX) has returned -6.70% so far this year and 36.85% over the past 12 months. Looking at the last ten years, WSTCX has achieved an annualized return of 22.65%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Delaware Ivy Science and Technology Fund
- 1D
- -1.89%
- 1M
- -11.53%
- YTD
- -6.70%
- 6M
- -4.36%
- 1Y
- 36.85%
- 3Y*
- 48.28%
- 5Y*
- 22.44%
- 10Y*
- 22.65%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jul 31, 1997, WSTCX's average daily return is +0.08%, while the average monthly return is +1.57%. At this rate, your investment would double in approximately 3.7 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% | -11.53% | -6.70% | |||||||||
| 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 13.84%, beta of 0.99, and R² of 0.25 versus S&P 500 Index. Calculated based on daily prices since August 01, 1997.
- This fund captured 139.99% of S&P 500 Index gains but only 93.58% 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
- 13.84%
- Beta
- 0.99
- R²
- 0.25
- Upside Capture
- 139.99%
- Downside Capture
- 93.58%
Expense Ratio
WSTCX has a high expense ratio of 2.14%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WSTCX ranks 69 for risk / return — better than 69% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and compare them to a chosen benchmark (S&P 500 Index).
| WSTCX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.90 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.39 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.40 | +0.40 |
Martin ratioReturn relative to average drawdown | 6.13 | 6.61 | -0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WSTCX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Delaware Ivy Science and Technology Fund provided a 14.31% 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 | 14.31% | 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 | |||||||||
| 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 16.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.92% | Dec 17, 2021 | 208 | Oct 14, 2022 | 536 | Dec 3, 2024 | 744 |
| -56.95% | Mar 13, 2000 | 647 | Oct 9, 2002 | 1196 | Jul 12, 2007 | 1843 |
| -44.66% | Dec 4, 2024 | 85 | Apr 8, 2025 | 199 | Jan 26, 2026 | 284 |
| -43.81% | Nov 1, 2007 | 267 | Nov 20, 2008 | 349 | Apr 14, 2010 | 616 |
| -30.42% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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