IVVD vs. WSTCX
IVVD (Invivyd Inc.) is a stock, while WSTCX (Delaware Ivy Science and Technology Fund) is Technology Equities fund managed by Ivy Funds. Over the past 3 years, IVVD returned -22.28%/yr vs 59.02%/yr for WSTCX. At a 0.26 correlation, their price movements are largely independent.
Performance
IVVD vs. WSTCX - Performance Comparison
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Returns By Period
In the year-to-date period, IVVD achieves a -72.26% return, which is significantly lower than WSTCX's 30.43% return.
IVVD
- 1D
- -7.70%
- 1M
- -29.34%
- 6M
- -72.03%
- YTD
- -72.26%
- 1Y
- -8.32%
- 3Y*
- -22.28%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -49.89%
WSTCX
- 1D
- -1.53%
- 1M
- -10.28%
- 6M
- 22.30%
- YTD
- 30.43%
- 1Y
- 46.25%
- 3Y*
- 59.02%
- 5Y*
- 29.22%
- 10Y*
- 26.67%
- ALL TIME*
- 18.05%
IVVD vs. WSTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IVVD Invivyd Inc. | -72.26% | 457.44% | -88.75% | 162.67% | -79.34% | -65.43% |
WSTCX Delaware Ivy Science and Technology Fund | 30.43% | 32.86% | 117.81% | 39.18% | -33.22% | -1.95% |
Correlation
The correlation between IVVD and WSTCX is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2021 | 0.26 |
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Return for Risk
IVVD vs. WSTCX — Risk / Return Rank
IVVD
WSTCX
IVVD vs. WSTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invivyd Inc. (IVVD) and Delaware Ivy Science and Technology Fund (WSTCX). 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.
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.
| IVVD | WSTCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.29 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 2.76 | -2.87 |
| Martin ratioReturn relative to average drawdown | -0.21 | 9.30 | -9.51 |
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Drawdowns
IVVD vs. WSTCX - Drawdown Comparison
The maximum IVVD drawdown since its inception was -99.36%, which is greater than WSTCX's maximum drawdown of -60.92%. Use the drawdown chart below to compare losses from any high point for IVVD and WSTCX.
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Drawdown Indicators
| IVVD | WSTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.36% | -60.92% | -38.44% |
Max Drawdown (1Y)Largest decline over 1 year | -76.20% | -16.84% | -59.36% |
Max Drawdown (3Y)Largest decline over 3 years | -92.90% | -44.66% | -48.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -60.92% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.92% | — |
Current DrawdownCurrent decline from peak | -98.78% | -10.28% | -88.50% |
Average DrawdownAverage peak-to-trough decline | -91.23% | -18.34% | -72.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.32% | 4.98% | +34.34% |
Volatility
IVVD vs. WSTCX - Volatility Comparison
Invivyd Inc. (IVVD) has a higher volatility of 26.34% compared to Delaware Ivy Science and Technology Fund (WSTCX) at 10.28%. This indicates that IVVD's price experiences larger fluctuations and is considered to be riskier than WSTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVVD | WSTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 26.34% | 10.28% | +16.06% |
Volatility (6M)Calculated over the trailing 6-month period | 67.52% | 23.13% | +44.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 141.88% | 27.77% | +114.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 177.45% | 74.73% | +102.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 177.45% | 55.15% | +122.30% |
Dividends
IVVD vs. WSTCX - Dividend Comparison
IVVD has not paid dividends to shareholders, while WSTCX's dividend yield for the trailing twelve months is around 10.24%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVD Invivyd Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WSTCX Delaware Ivy Science and Technology Fund | 10.24% | 13.35% | 81.76% | 21.98% | 57.60% | 61.50% | 11.27% | 13.85% | 16.72% | 7.61% | 0.00% | 2.85% |
Frequently Asked Questions
IVVD and WSTCX have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVVD has higher volatility (26.34%) compared to WSTCX (10.28%). In terms of maximum drawdown, IVVD dropped -99.36% vs WSTCX's -60.92%.
WSTCX currently has the higher Sharpe Ratio (1.67 vs -0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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