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Delaware Ivy Science and Technology I (ISTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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66.26+1.24 (+1.91%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.92%
5-Year Average Return13.54%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Apr 24, 2024)52.47%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return52.47%
Worst 3-Yr Total Return1.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnISTIXCategory
YTD15.77%12.31%
1-Month1.59%6.23%
3-Month15.77%8.63%
1-Year41.20%53.90%
3-Year7.45%27.50%
5-Year16.54%28.80%
10-Year13.04%18.74%
Last Bull Market38.82%24.03%
Last Bear Market-24.05%-20.41%

Annual Total Return (%) History

Year
ISTIXCategory
2024
N/AN/A
2023
40.99%N/A
2022
-32.25%N/A
2021
15.63%N/A
2020
36.32%55.91%
2019
50.52%37.49%
2018
-4.89%-3.21%
2017
33.13%35.35%
2016
1.99%10.84%
2015
-2.88%5.21%
2014
4.61%12.55%
2013
52.47%35.45%
2012
26.92%13.08%
2011
-3.89%-7.62%
2010
11.20%20.00%
2009
40.21%61.99%
2008
-27.45%-45.33%
2007
N/A16.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.77%N/AN/AN/A
202315.60%9.37%-6.17%18.85%
2022-10.89%-24.05%-3.25%3.45%
20213.08%8.30%-2.52%6.26%
2020-16.34%25.57%10.03%17.93%
201922.05%9.36%-2.02%15.09%
20182.83%6.44%6.04%-18.06%
201710.74%5.51%10.06%3.53%
2016-7.85%-1.29%11.22%0.81%
20155.10%-0.74%-12.88%6.87%
20141.05%4.85%-3.00%1.78%
201312.98%6.44%12.47%12.74%
201219.80%-2.73%7.22%1.58%
201111.39%-3.56%-15.40%5.76%
20101.96%-10.75%11.83%9.27%
20091.64%13.43%13.46%7.18%
2008-8.40%2.73%-10.02%-14.32%
20077.11%2.44%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month47
3-Month15
1-Year35
3-Year39
5-Year44

Load Adjusted Returns

1-Year41.20%
3-Year7.45%
5-Year16.54%
10-Year13.04%