WASCX vs. WSTCX
Compare and contrast key facts about Delaware Ivy Asset Strategy Fund (WASCX) and Delaware Ivy Science and Technology Fund (WSTCX).
WASCX is managed by Ivy Funds. It was launched on Apr 19, 1995. WSTCX is managed by Ivy Funds. It was launched on Jul 30, 1997.
Performance
WASCX vs. WSTCX - Performance Comparison
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WASCX vs. WSTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WASCX Delaware Ivy Asset Strategy Fund | -4.73% | 16.07% | 13.12% | 14.62% | -14.57% | 12.88% | 12.53% | 20.90% | -5.98% | 17.53% |
WSTCX Delaware Ivy Science and Technology Fund | -6.70% | 32.86% | 117.81% | 39.18% | -33.22% | 12.80% | 35.09% | 49.22% | -5.97% | 31.79% |
Returns By Period
In the year-to-date period, WASCX achieves a -4.73% return, which is significantly higher than WSTCX's -6.70% return. Over the past 10 years, WASCX has underperformed WSTCX with an annualized return of 7.48%, while WSTCX has yielded a comparatively higher 22.65% annualized return.
WASCX
- 1D
- 0.00%
- 1M
- -8.71%
- YTD
- -4.73%
- 6M
- -3.15%
- 1Y
- 9.67%
- 3Y*
- 11.37%
- 5Y*
- 6.22%
- 10Y*
- 7.48%
WSTCX
- 1D
- -1.89%
- 1M
- -11.53%
- YTD
- -6.70%
- 6M
- -4.36%
- 1Y
- 36.85%
- 3Y*
- 48.28%
- 5Y*
- 22.44%
- 10Y*
- 22.65%
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WASCX vs. WSTCX - Expense Ratio Comparison
WASCX has a 2.18% expense ratio, which is higher than WSTCX's 2.14% expense ratio.
Return for Risk
WASCX vs. WSTCX — Risk / Return Rank
WASCX
WSTCX
WASCX vs. WSTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Asset Strategy Fund (WASCX) 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.
| WASCX | WSTCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.24 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.78 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.80 | -0.86 |
Martin ratioReturn relative to average drawdown | 3.99 | 6.13 | -2.14 |
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
| WASCX | WSTCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.24 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.30 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.41 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.44 | +0.07 |
Correlation
The correlation between WASCX and WSTCX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WASCX vs. WSTCX - Dividend Comparison
WASCX's dividend yield for the trailing twelve months is around 11.23%, less than WSTCX's 14.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASCX Delaware Ivy Asset Strategy Fund | 11.23% | 10.75% | 8.30% | 2.28% | 18.75% | 11.68% | 2.22% | 5.49% | 20.62% | 2.37% | 0.00% | 6.52% |
WSTCX Delaware Ivy Science and Technology Fund | 14.31% | 13.35% | 81.76% | 21.98% | 57.60% | 61.50% | 11.27% | 13.85% | 16.72% | 7.61% | 0.00% | 2.85% |
Drawdowns
WASCX vs. WSTCX - Drawdown Comparison
The maximum WASCX drawdown since its inception was -36.09%, smaller than the maximum WSTCX drawdown of -60.92%. Use the drawdown chart below to compare losses from any high point for WASCX and WSTCX.
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Drawdown Indicators
| WASCX | WSTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.09% | -60.92% | +24.83% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -16.84% | +7.82% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -60.92% | +31.93% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -60.92% | +31.50% |
Current DrawdownCurrent decline from peak | -9.02% | -16.84% | +7.82% |
Average DrawdownAverage peak-to-trough decline | -7.50% | -18.50% | +11.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 4.96% | -2.83% |
Volatility
WASCX vs. WSTCX - Volatility Comparison
The current volatility for Delaware Ivy Asset Strategy Fund (WASCX) is 4.72%, while Delaware Ivy Science and Technology Fund (WSTCX) has a volatility of 8.81%. This indicates that WASCX experiences smaller price fluctuations and is considered to be less risky 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
| WASCX | WSTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 8.81% | -4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | 18.85% | -11.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 29.38% | -17.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 74.36% | -56.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 54.94% | -39.44% |