Delaware Ivy Science And Technology Fund Class Y: (MF: WSTYX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$70.02 USD
+0.41 (0.59%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 28.93 | 11 |
3 months | 2.52 | 33 |
6 months | 11.44 | 16 |
1 Year | 53.17 | 9 |
3 Year | 9.18 | 38 |
5 Year | 17.23 | 53 |
10 Year | 13.84 | 68 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 157.30 |
Bear Market (10/07 - 2/09) | -35.47 |
Bull Market (2/09 - 3/21) | 1,054.18 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 53.17 |
5 Year | 17.23 |
10 Year | 13.83 |
Since Inception | 13.47 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 15.69 | 8.69 | 2.52 | NA |
2023 | 15.49 | 9.32 | -6.24 | 18.79 |
2022 | -10.94 | -24.09 | -3.31 | 3.41 |
2021 | 3.03 | 8.25 | -2.56 | 6.21 |
2020 | -16.37 | 25.50 | 9.98 | 17.87 |
2019 | 21.98 | 9.31 | -2.08 | 15.03 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 28.93 | 40.62 | -32.41 | 15.43 | 36.06 | 50.20 | -5.10 | 32.80 | 1.74 | -3.11 | 4.34 |
% Total Return Rel to Index | 6.82 | 14.38 | -14.20 | -13.25 | 17.66 | 18.71 | -0.71 | 11.00 | -10.19 | -4.50 | -9.29 |
% Total Return Rel to Peer | 6.37 | -6.82 | 4.68 | -2.59 | -13.32 | 11.99 | -1.24 | -1.65 | -8.93 | -7.05 | -6.08 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 1.00 | 4.00 | 4.00 | 5.00 | 5.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 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%