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Delaware Ivy Science and Technology A (WSTAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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57.69-0.26 (-0.45%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return25.77%
5-Year Average Return16.18%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)52.01%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return52.01%
Worst 3-Yr Total Return0.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWSTAXCategory
YTD15.72%12.31%
1-Month7.21%6.23%
3-Month1.59%8.63%
1-Year37.09%53.90%
3-Year6.19%27.50%
5-Year16.47%28.80%
10-Year12.86%18.74%
Last Bull Market39.82%24.03%
Last Bear Market-24.09%-20.41%

Annual Total Return (%) History

Year
WSTAXCategory
2024
N/AN/A
2023
40.65%N/A
2022
-32.38%N/A
2021
15.42%N/A
2020
36.07%55.91%
2019
50.23%37.49%
2018
-5.11%-3.21%
2017
32.82%35.35%
2016
1.65%10.84%
2015
-3.15%5.21%
2014
4.31%12.55%
2013
52.01%35.45%
2012
26.53%13.08%
2011
-4.23%-7.62%
2010
10.85%20.00%
2009
39.55%61.99%
2008
-27.73%-45.33%
2007
23.59%16.12%
2006
7.50%7.08%
2005
16.62%5.76%
2004
16.25%4.24%
2003
31.27%55.77%
2002
-25.90%-42.86%
2001
-13.98%-36.89%
2000
N/A-31.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.70%N/AN/AN/A
202315.51%9.32%-6.24%18.80%
2022-10.92%-24.09%-3.30%3.40%
20213.03%8.26%-2.57%6.20%
2020-16.38%25.51%9.98%17.87%
201922.00%9.31%-2.07%15.04%
20182.78%6.38%5.98%-18.12%
201710.69%5.42%10.01%3.47%
2016-7.94%-1.36%11.13%0.73%
20155.01%-0.80%-12.94%6.79%
20140.98%4.80%-3.10%1.72%
201312.88%6.38%12.36%12.67%
201219.74%-2.83%7.15%1.49%
201111.33%-3.65%-15.50%5.66%
20101.91%-10.83%11.73%9.18%
20091.49%13.34%13.32%7.06%
2008-8.47%2.62%-10.10%-14.41%
20074.48%7.98%7.00%2.38%
20065.74%-5.17%4.21%2.88%
2005-2.82%6.56%7.52%4.74%
20043.49%2.51%-4.24%14.43%
2003-1.53%10.37%6.65%13.25%
2002-6.33%-15.34%-9.42%3.15%
2001-20.66%7.70%-14.24%17.40%
2000-13.88%N/AN/AN/A

Rank In Category (By Total Return)

YTD21
1-Month26
3-Month44
1-Year21
3-Year38
5-Year49

Load Adjusted Returns

1-Year29.21%
3-Year4.12%
5-Year15.10%
10-Year12.19%