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Delaware Ivy Science And Technology Fund Class Y: (MF: WSTYX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$67.73 USD
+2.12 (3.23%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 23.78 | 23 |
| 3 months | 6.97 | 21 |
| 6 months | 8.67 | 51 |
| 1 Year | 38.20 | 17 |
| 3 Year | 5.50 | 43 |
| 5 Year | 15.85 | 60 |
| 10 Year | 13.11 | 71 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 157.30 |
| Bear Market (10/07 - 2/09) | -35.47 |
| Bull Market (2/09 - 3/21) | 1,008.12 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 40.06 |
| 5 Year | 16.16 |
| 10 Year | 13.19 |
| Since Inception | 13.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.69 | 8.69 | NA | NA |
| 2023 | 15.49 | 9.32 | -6.24 | 18.79 |
| 2022 | -10.94 | -24.09 | -3.31 | 3.41 |
| 2021 | 3.03 | 8.25 | -2.56 | 6.21 |
| 2020 | -16.37 | 25.50 | 9.98 | 17.87 |
| 2019 | 21.98 | 9.31 | -2.08 | 15.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 23.78 | 40.62 | -32.41 | 15.43 | 36.06 | 50.20 | -5.10 | 32.80 | 1.74 | -3.11 | 4.34 |
| % Total Return Rel to Index | 4.24 | 14.38 | -14.20 | -13.25 | 17.66 | 18.71 | -0.71 | 11.00 | -10.19 | -4.50 | -9.29 |
| % Total Return Rel to Peer | 4.49 | -6.82 | 4.68 | -2.59 | -13.32 | 11.99 | -1.24 | -1.65 | -8.93 | -7.05 | -6.08 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 1.00 | 4.00 | 4.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.33 | 12.37 | 30.61 | 7.94 | 8.20 | 7.45 | 4.42 | 0.00 | 1.26 | 1.17 |
| Expense Ratio | 1.16 | 1.23 | 1.14 | 1.14 | 1.18 | 1.20 | 1.24 | 1.24 | 1.22 | 1.22 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%