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Delaware Ivy Science And Technology Fund Class A: (MF: WSTAX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$53.20 USD
-0.27 (-0.51%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.93 | 46 |
| 3 months | 3.44 | 55 |
| 6 months | 30.44 | 33 |
| 1 Year | 35.03 | 64 |
| 3 Year | 3.44 | 50 |
| 5 Year | 13.23 | 57 |
| 10 Year | 12.44 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 154.52 |
| Bear Market (10/07 - 2/09) | -35.61 |
| Bull Market (2/09 - 3/21) | 929.90 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 33.22 |
| 5 Year | 15.00 |
| 10 Year | 12.14 |
| Since Inception | 9.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.69 | NA | NA | NA |
| 2023 | 15.50 | 9.32 | -6.23 | 18.79 |
| 2022 | -10.91 | -24.08 | -3.30 | 3.39 |
| 2021 | 3.03 | 8.25 | -2.56 | 6.20 |
| 2020 | -16.37 | 25.51 | 9.98 | 17.87 |
| 2019 | 21.99 | 9.30 | -2.06 | 15.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.93 | 40.64 | -32.38 | 15.41 | 36.07 | 50.21 | -5.11 | 32.82 | 1.64 | -3.15 | 4.32 |
| % Total Return Rel to Index | 1.88 | 14.40 | -14.17 | -13.26 | 17.67 | 18.72 | -0.72 | 11.02 | -10.28 | -4.54 | -9.32 |
| % Total Return Rel to Peer | 1.20 | -6.80 | 4.70 | -2.61 | -13.31 | 12.00 | -1.25 | -1.63 | -9.02 | -7.09 | -6.11 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 1.00 | 4.00 | 4.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.33 | 12.37 | 30.63 | 7.94 | 8.21 | 7.45 | 4.42 | 0.00 | 1.26 | 1.17 |
| Expense Ratio | 0.00 | 1.20 | 1.13 | 1.14 | 1.18 | 1.20 | 1.22 | 1.30 | 1.28 | 1.26 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%