Back to top
Delaware Ivy Science And Technology Fund Class C: (MF: WSTCX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$31.29 USD
-0.05 (-0.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 28.20 | 17 |
| 3 months | 2.33 | 36 |
| 6 months | 11.03 | 22 |
| 1 Year | 52.05 | 11 |
| 3 Year | 8.31 | 46 |
| 5 Year | 16.30 | 62 |
| 10 Year | 12.96 | 78 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 143.62 |
| Bear Market (10/07 - 2/09) | -36.29 |
| Bull Market (2/09 - 3/21) | 923.00 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 50.53 |
| 5 Year | 16.30 |
| 10 Year | 12.96 |
| Since Inception | 13.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.46 | 8.50 | 2.33 | NA |
| 2023 | 15.27 | 9.12 | -6.44 | 18.59 |
| 2022 | -11.11 | -24.27 | -3.53 | 3.13 |
| 2021 | 2.83 | 8.03 | -2.76 | 6.01 |
| 2020 | -16.53 | 25.26 | 9.77 | 17.65 |
| 2019 | 21.79 | 9.10 | -2.28 | 14.80 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 28.20 | 39.58 | -33.03 | 14.53 | 35.03 | 49.07 | -5.83 | 31.84 | 0.97 | -3.82 | 3.60 |
| % Total Return Rel to Index | 6.10 | 13.33 | -14.82 | -14.14 | 16.63 | 17.58 | -1.43 | 10.04 | -10.96 | -5.21 | -10.04 |
| % Total Return Rel to Peer | 5.64 | -7.87 | 4.06 | -3.49 | -14.35 | 10.85 | -1.96 | -2.60 | -9.70 | -7.76 | -6.83 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 5.00 | 2.00 | 4.00 | 4.00 | 5.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.33 | 12.37 | 30.27 | 7.94 | 8.05 | 7.45 | 4.17 | 0.00 | 1.26 | 1.17 |
| Expense Ratio | 1.91 | 2.14 | 1.92 | 1.92 | 1.95 | 1.94 | 1.98 | 2.00 | 1.97 | 1.95 | 1.97 |
* 1 = Top 20%, 5 = Bottom 20%