WSTCX vs. ALARX

In the year-to-date period, WSTCX achieves a -2.70% return, which is significantly higher than ALARX's -4.53% return. Over the past 10 years, WSTCX has outperformed ALARX with an annualized return of 11.75%, while ALARX has yielded a comparatively lower 3.86% annualized return.

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WSTCX has a 2.14% expense ratio, which is higher than ALARX's 1.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and Alger Capital Appreciation Institutional Fund (ALARX). 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.

The current WSTCX Sharpe Ratio is 0.40, which is higher than the ALARX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of WSTCX and ALARX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither WSTCX nor ALARX has paid dividends to shareholders.

The maximum WSTCX drawdown since its inception was -77.63%, which is greater than ALARX's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for WSTCX and ALARX. For additional features, visit the drawdowns tool.

Delaware Ivy Science and Technology Fund (WSTCX) and Alger Capital Appreciation Institutional Fund (ALARX) have volatilities of 9.67% and 9.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.