WSTCX vs. ALTEX
Compare and contrast key facts about Delaware Ivy Science and Technology Fund (WSTCX) and Firsthand Alternative Energy Fund (ALTEX).
WSTCX is managed by Ivy Funds. It was launched on Jul 30, 1997. ALTEX is managed by Firsthand Funds. It was launched on Oct 28, 2007.
Performance
WSTCX vs. ALTEX - Performance Comparison
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WSTCX vs. ALTEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ALTEX Firsthand Alternative Energy Fund | 9.56% | 6.62% | -6.79% | -2.31% | -18.26% | -5.09% | 83.88% | 55.04% | -18.56% | 27.35% |
Returns By Period
In the year-to-date period, WSTCX achieves a -6.70% return, which is significantly lower than ALTEX's 9.56% return. Over the past 10 years, WSTCX has outperformed ALTEX with an annualized return of 22.65%, while ALTEX has yielded a comparatively lower 8.92% annualized return.
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%
ALTEX
- 1D
- -4.06%
- 1M
- -10.18%
- YTD
- 9.56%
- 6M
- -9.08%
- 1Y
- 41.48%
- 3Y*
- -1.40%
- 5Y*
- -4.12%
- 10Y*
- 8.92%
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WSTCX vs. ALTEX - Expense Ratio Comparison
WSTCX has a 2.14% expense ratio, which is higher than ALTEX's 1.98% expense ratio.
Return for Risk
WSTCX vs. ALTEX — Risk / Return Rank
WSTCX
ALTEX
WSTCX vs. ALTEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and Firsthand Alternative Energy Fund (ALTEX). 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.
| WSTCX | ALTEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.10 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.49 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.31 | +0.50 |
Martin ratioReturn relative to average drawdown | 6.13 | 3.48 | +2.65 |
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
| WSTCX | ALTEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.10 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | -0.06 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.18 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.03 | +0.41 |
Correlation
The correlation between WSTCX and ALTEX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WSTCX vs. ALTEX - Dividend Comparison
WSTCX's dividend yield for the trailing twelve months is around 14.31%, while ALTEX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ALTEX Firsthand Alternative Energy Fund | 0.00% | 0.00% | 1.50% | 3.43% | 0.00% | 0.00% | 0.00% | 9.12% | 0.05% | 0.25% | 0.00% | 0.00% |
Drawdowns
WSTCX vs. ALTEX - Drawdown Comparison
The maximum WSTCX drawdown since its inception was -60.92%, smaller than the maximum ALTEX drawdown of -75.48%. Use the drawdown chart below to compare losses from any high point for WSTCX and ALTEX.
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Drawdown Indicators
| WSTCX | ALTEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.92% | -75.48% | +14.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.84% | -28.91% | +12.07% |
Max Drawdown (5Y)Largest decline over 5 years | -60.92% | -75.48% | +14.56% |
Max Drawdown (10Y)Largest decline over 10 years | -60.92% | -75.48% | +14.56% |
Current DrawdownCurrent decline from peak | -16.84% | -27.66% | +10.82% |
Average DrawdownAverage peak-to-trough decline | -18.50% | -37.55% | +19.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 10.86% | -5.90% |
Volatility
WSTCX vs. ALTEX - Volatility Comparison
The current volatility for Delaware Ivy Science and Technology Fund (WSTCX) is 8.81%, while Firsthand Alternative Energy Fund (ALTEX) has a volatility of 11.76%. This indicates that WSTCX experiences smaller price fluctuations and is considered to be less risky than ALTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTCX | ALTEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.81% | 11.76% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 18.85% | 32.97% | -14.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.38% | 38.72% | -9.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.36% | 67.75% | +6.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.94% | 51.07% | +3.87% |