WSTAX
Delaware Ivy Science & Technology-A
$53.21
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Tech |
---|---|
Market Cap | 5843.788M |
52 Week High | 53.97 |
52 Week Low | 35.768 |
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Key Data
Symbol | WSTAX |
---|---|
Type | Mutual Fund |
Category | Tech |
Price | 53.21 |
Price Yesterday | 53.21 |
Market Cap | 5,843.79 |
YTD Return | 16.00% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0122 |
Overview
52 Week High | 53.97 |
---|---|
52 Week Low | 35.77 |
Market Cap | 5,843.79M |
Shares Outstanding | 109.83M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 10.02% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.02% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -24.70% |
One Months | 25.81% |
Three Months | 84.75% |
Six Months | 92.01% |
Nine Months | 41.30% |
One Year | 41.89% |
Three Years | 7.35% |
Five Years | 16.41% |
Ten Years | 12.84% |
YTD | 84.75% |
Since Inception | 10.95% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.56% |
One Month | 1.84% |
Three Months | 16.00% |
Six Months | 37.81% |
Nine Months | 29.21% |
One Year | 41.25% |
Three Years | 23.59% |
Five Years | 113.37% |
Ten Years | 233.63% |
YTD | 16.00% |
Since Inception | 1,010.62% |
Yearly Returns
2024 | 16.00% |
---|---|
2023 | 40.65% |
2022 | -32.38% |
2021 | 15.42% |
2020 | 36.07% |
2019 | 50.23% |
2018 | -5.12% |
2017 | 32.82% |
2016 | 1.65% |
2015 | -3.15% |
Risk against SP-DA
Alpha | -1.30% |
---|---|
Beta | 1.51 |
Correlation | 93.19% |
Downside Deviation | 3.50% |
Coefficient of determination | 86.84% |
Standard Deviation | 5.43% |
Sharpe Ratio | 0.72 |
Sortino | 3.84 |
Treynor | 28.33 |
Ulcer Index | 4.58 |
Ulcer Performance Index | 2.94 |