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WSTCX vs. SVR-C.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WSTCX vs. SVR-C.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Ivy Science and Technology Fund (WSTCX) and iShares Silver Bullion ETF (Non-Hedged) (SVR-C.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

WSTCX is traded in USD, while SVR-C.TO is traded in CAD. To make them comparable, the SVR-C.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, WSTCX achieves a 39.92% return, which is significantly higher than SVR-C.TO's -17.45% return. Over the past 10 years, WSTCX has outperformed SVR-C.TO with an annualized return of 28.03%, while SVR-C.TO has yielded a comparatively lower 11.49% annualized return.


WSTCX

1D
2.52%
1M
2.25%
YTD
39.92%
6M
38.79%
1Y
60.31%
3Y*
64.85%
5Y*
30.75%
10Y*
28.03%

SVR-C.TO

1D
1.73%
1M
-21.81%
YTD
-17.45%
6M
-22.77%
1Y
63.83%
3Y*
36.65%
5Y*
17.03%
10Y*
11.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WSTCX vs. SVR-C.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WSTCX
Delaware Ivy Science and Technology Fund
39.92%32.86%117.81%39.18%-33.22%12.80%35.09%49.22%-5.97%31.79%
SVR-C.TO
iShares Silver Bullion ETF (Non-Hedged)
-17.45%144.05%20.41%-0.28%3.15%-12.98%47.38%13.97%-9.93%4.80%

Correlation

The correlation between WSTCX and SVR-C.TO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Jan 24, 2012

0.08

Over the past year, WSTCX and SVR-C.TO have become more correlated (0.28) than their long-term average of 0.08, meaning their price movements have been converging.

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Return for Risk

WSTCX vs. SVR-C.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WSTCX
WSTCX Risk / Return Rank: 8181
Overall Rank
WSTCX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
WSTCX Sortino Ratio Rank: 7272
Sortino Ratio Rank
WSTCX Omega Ratio Rank: 7575
Omega Ratio Rank
WSTCX Calmar Ratio Rank: 8888
Calmar Ratio Rank
WSTCX Martin Ratio Rank: 8585
Martin Ratio Rank

SVR-C.TO
SVR-C.TO Risk / Return Rank: 3434
Overall Rank
SVR-C.TO Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
SVR-C.TO Sortino Ratio Rank: 3232
Sortino Ratio Rank
SVR-C.TO Omega Ratio Rank: 4444
Omega Ratio Rank
SVR-C.TO Calmar Ratio Rank: 3232
Calmar Ratio Rank
SVR-C.TO Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WSTCX vs. SVR-C.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Science and Technology Fund (WSTCX) and iShares Silver Bullion ETF (Non-Hedged) (SVR-C.TO). 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.


WSTCXSVR-C.TODifference
Sharpe ratioReturn per unit of total volatility

+1.23

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.39

1.23

+0.16

Calmar ratioReturn relative to maximum drawdown

3.68

1.26

+2.43

Martin ratioReturn relative to average drawdown

12.94

2.76

+10.18

WSTCX vs. SVR-C.TO - Sharpe Ratio Comparison

The current WSTCX Sharpe Ratio is 2.31, which is higher than the SVR-C.TO Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of WSTCX and SVR-C.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WSTCX vs. SVR-C.TO - Drawdown Comparison

The maximum WSTCX drawdown since its inception was -60.92%, smaller than the maximum SVR-C.TO drawdown of -67.24%. Use the drawdown chart below to compare losses from any high point for WSTCX and SVR-C.TO.


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Drawdown Indicators


WSTCXSVR-C.TODifference

Max Drawdown

Largest peak-to-trough decline

-60.92%

-67.24%

+6.32%

Max Drawdown (1Y)

Largest decline over 1 year

-16.84%

-51.08%

+34.24%

Max Drawdown (3Y)

Largest decline over 3 years

-44.66%

-51.08%

+6.42%

Max Drawdown (5Y)

Largest decline over 5 years

-60.92%

-51.08%

-9.84%

Max Drawdown (10Y)

Largest decline over 10 years

-60.92%

-51.08%

-9.84%

Current Drawdown

Current decline from peak

-3.74%

-49.32%

+45.58%

Average Drawdown

Average peak-to-trough decline

-18.36%

-40.00%

+21.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.77%

23.18%

-18.41%

Volatility

WSTCX vs. SVR-C.TO - Volatility Comparison

The current volatility for Delaware Ivy Science and Technology Fund (WSTCX) is 13.70%, while iShares Silver Bullion ETF (Non-Hedged) (SVR-C.TO) has a volatility of 15.47%. This indicates that WSTCX experiences smaller price fluctuations and is considered to be less risky than SVR-C.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WSTCXSVR-C.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.70%

15.47%

-1.77%

Volatility (6M)

Calculated over the trailing 6-month period

22.31%

56.85%

-34.54%

Volatility (1Y)

Calculated over the trailing 1-year period

26.88%

59.24%

-32.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

74.69%

36.71%

+37.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.13%

32.53%

+22.60%

WSTCX vs. SVR-C.TO - Expense Ratio Comparison

WSTCX has a 2.14% expense ratio, which is higher than SVR-C.TO's 0.66% expense ratio.


Dividends

WSTCX vs. SVR-C.TO - Dividend Comparison

WSTCX's dividend yield for the trailing twelve months is around 9.54%, while SVR-C.TO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SVR-C.TO
iShares Silver Bullion ETF (Non-Hedged)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WSTCX
Delaware Ivy Science and Technology Fund
9.54%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 SVR-C.TO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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