WSTCX vs. FELAX
Compare and contrast key facts about Delaware Ivy Science and Technology Fund (WSTCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
WSTCX is managed by Ivy Funds. It was launched on Jul 30, 1997. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
WSTCX vs. FELAX - Performance Comparison
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WSTCX vs. FELAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | -2.18% | 32.86% | 117.81% | 39.18% | -33.22% | 12.80% | 35.09% | 49.22% | -5.97% | 31.79% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 7.43% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, WSTCX achieves a -2.18% return, which is significantly lower than FELAX's 7.43% return. Over the past 10 years, WSTCX has underperformed FELAX with an annualized return of 23.23%, while FELAX has yielded a comparatively higher 30.52% annualized return.
WSTCX
- 1D
- 4.85%
- 1M
- -6.48%
- YTD
- -2.18%
- 6M
- -0.82%
- 1Y
- 42.02%
- 3Y*
- 50.63%
- 5Y*
- 23.05%
- 10Y*
- 23.23%
FELAX
- 1D
- 7.13%
- 1M
- -4.47%
- YTD
- 7.43%
- 6M
- 14.34%
- 1Y
- 88.29%
- 3Y*
- 41.26%
- 5Y*
- 28.70%
- 10Y*
- 30.52%
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WSTCX vs. FELAX - Expense Ratio Comparison
WSTCX has a 2.14% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Return for Risk
WSTCX vs. FELAX — Risk / Return Rank
WSTCX
FELAX
WSTCX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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 | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 2.25 | -0.77 |
Sortino ratioReturn per unit of downside risk | 2.06 | 2.85 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.40 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 5.18 | -2.90 |
Martin ratioReturn relative to average drawdown | 7.89 | 19.59 | -11.70 |
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 | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 2.25 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.76 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.89 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.40 | +0.05 |
Correlation
The correlation between WSTCX and FELAX is 0.84, 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. FELAX - Dividend Comparison
WSTCX's dividend yield for the trailing twelve months is around 13.65%, more than FELAX's 6.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | 13.65% | 13.35% | 81.76% | 21.98% | 57.60% | 61.50% | 11.27% | 13.85% | 16.72% | 7.61% | 0.00% | 2.85% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.48% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
WSTCX vs. FELAX - Drawdown Comparison
The maximum WSTCX drawdown since its inception was -60.92%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for WSTCX and FELAX.
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Drawdown Indicators
| WSTCX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.92% | -71.33% | +10.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.84% | -17.10% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -60.92% | -46.15% | -14.77% |
Max Drawdown (10Y)Largest decline over 10 years | -60.92% | -46.15% | -14.77% |
Current DrawdownCurrent decline from peak | -12.81% | -8.57% | -4.24% |
Average DrawdownAverage peak-to-trough decline | -18.50% | -22.02% | +3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 4.52% | +0.36% |
Volatility
WSTCX vs. FELAX - Volatility Comparison
The current volatility for Delaware Ivy Science and Technology Fund (WSTCX) is 10.28%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 12.79%. This indicates that WSTCX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTCX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 12.79% | -2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 19.44% | 25.67% | -6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.69% | 40.20% | -10.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.38% | 38.07% | +36.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.96% | 34.41% | +20.55% |