WSTCX vs. IEYYX
WSTCX (Delaware Ivy Science and Technology Fund) and IEYYX (Delaware Ivy Energy Fund) are both mutual funds - WSTCX is a Technology Equities fund managed by Ivy Funds, while IEYYX is a Energy Equities fund managed by Ivy Funds. Over the past 10 years, WSTCX returned 26.16%/yr vs 1.82%/yr for IEYYX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. WSTCX charges 2.14%/yr vs 1.28%/yr for IEYYX.
Performance
WSTCX vs. IEYYX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WSTCX achieves a 31.08% return, which is significantly higher than IEYYX's 15.97% return. Over the past 10 years, WSTCX has outperformed IEYYX with an annualized return of 26.16%, while IEYYX has yielded a comparatively lower 1.82% annualized return.
WSTCX
- 1D
- 5.33%
- 1M
- -3.41%
- 6M
- 21.82%
- YTD
- 31.08%
- 1Y
- 48.42%
- 3Y*
- 59.82%
- 5Y*
- 28.66%
- 10Y*
- 26.16%
- ALL TIME*
- 18.05%
IEYYX
- 1D
- 1.91%
- 1M
- 0.71%
- 6M
- 6.86%
- YTD
- 15.97%
- 1Y
- 34.15%
- 3Y*
- 9.00%
- 5Y*
- 16.54%
- 10Y*
- 1.82%
- ALL TIME*
- 1.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WSTCX vs. IEYYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTCX Delaware Ivy Science and Technology Fund | 31.08% | 32.86% | 117.81% | 39.18% | -33.22% | 12.80% | 35.09% | 49.22% | -5.97% | 31.79% |
IEYYX Delaware Ivy Energy Fund | 15.97% | 22.56% | -3.60% | -4.08% | 41.14% | 43.34% | -38.68% | 4.25% | -34.47% | -12.98% |
Correlation
The correlation between WSTCX and IEYYX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Apr 5, 2006 | 0.57 |
The correlation between WSTCX and IEYYX shifts across timeframes, from 0.44 (10 years) to 0.57 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WSTCX vs. IEYYX — Risk / Return Rank
WSTCX
IEYYX
WSTCX vs. IEYYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and Delaware Ivy Energy Fund (IEYYX). 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.
| WSTCX | IEYYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.42 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 4.58 | -1.88 |
| Martin ratioReturn relative to average drawdown | 8.47 | 13.85 | -5.38 |
Loading charts...
Drawdowns
WSTCX vs. IEYYX - Drawdown Comparison
The maximum WSTCX drawdown since its inception was -60.92%, smaller than the maximum IEYYX drawdown of -85.16%. Use the drawdown chart below to compare losses from any high point for WSTCX and IEYYX.
Loading charts...
Drawdown Indicators
| WSTCX | IEYYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.92% | -85.16% | +24.24% |
Max Drawdown (1Y)Largest decline over 1 year | -16.84% | -7.04% | -9.80% |
Max Drawdown (3Y)Largest decline over 3 years | -44.66% | -22.71% | -21.95% |
Max Drawdown (5Y)Largest decline over 5 years | -60.92% | -30.43% | -30.49% |
Max Drawdown (10Y)Largest decline over 10 years | -60.92% | -81.45% | +20.53% |
Current DrawdownCurrent decline from peak | -9.82% | -25.05% | +15.23% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -35.08% | +16.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 2.35% | +2.99% |
Volatility
WSTCX vs. IEYYX - Volatility Comparison
Delaware Ivy Science and Technology Fund (WSTCX) has a higher volatility of 10.25% compared to Delaware Ivy Energy Fund (IEYYX) at 3.54%. This indicates that WSTCX's price experiences larger fluctuations and is considered to be riskier than IEYYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WSTCX | IEYYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.25% | 3.54% | +6.71% |
Volatility (6M)Calculated over the trailing 6-month period | 23.95% | 10.27% | +13.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.69% | 13.57% | +15.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 74.82% | 21.18% | +53.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.20% | 30.64% | +24.56% |
WSTCX vs. IEYYX - Expense Ratio Comparison
WSTCX has a 2.14% expense ratio, which is higher than IEYYX's 1.28% expense ratio.
Dividends
WSTCX vs. IEYYX - Dividend Comparison
WSTCX's dividend yield for the trailing twelve months is around 10.19%, more than IEYYX's 0.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEYYX Delaware Ivy Energy Fund | 0.75% | 0.87% | 0.91% | 2.37% | 1.33% | 1.49% | 2.17% | 0.00% | 0.00% | 0.36% | 0.00% | 0.00% |
WSTCX Delaware Ivy Science and Technology Fund | 10.19% | 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
WSTCX and IEYYX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WSTCX has higher volatility (10.25%) compared to IEYYX (3.54%). In terms of maximum drawdown, WSTCX dropped -60.92% vs IEYYX's -85.16%.
IEYYX currently has the higher Sharpe Ratio (2.39 vs 1.58), 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.
Find the right allocation for WSTCX and IEYYX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer