WSTCX
Delaware Ivy Science & Technology-C
$26.25
-0.10 (-0.38%)
Currency in USD / Last Updated: 4/24/2024
| Category | Tech |
|---|---|
| Market Cap | 5395.53M |
| 52 Week High | 28.49 |
| 52 Week Low | 19.007 |
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Key Data
| Symbol | WSTCX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 26.25 |
| Price Yesterday | 26.35 |
| Market Cap | 5,395.53 |
| YTD Return | 8.25% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0215 |
Overview
| 52 Week High | 28.49 |
|---|---|
| 52 Week Low | 19.01 |
| Market Cap | 5,395.53M |
| Shares Outstanding | 205.54M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 20.31% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 20.31% |
Returns Annualized
| One Day | -61.68% |
|---|---|
| Five Days | -45.74% |
| One Months | -57.60% |
| Three Months | 9.87% |
| Six Months | 66.63% |
| Nine Months | 27.12% |
| One Year | 34.88% |
| Three Years | 2.33% |
| Five Years | 12.59% |
| Ten Years | 11.44% |
| YTD | 28.79% |
| Since Inception | 7.06% |
Returns Total
| One Day | -0.38% |
|---|---|
| Five Days | -1.20% |
| One Month | -7.21% |
| Three Months | 2.38% |
| Six Months | 28.79% |
| Nine Months | 19.81% |
| One Year | 34.84% |
| Three Years | 7.15% |
| Five Years | 80.70% |
| Ten Years | 194.75% |
| YTD | 8.25% |
| Since Inception | 418.26% |
Yearly Returns
| 2024 | 8.25% |
|---|---|
| 2023 | 39.58% |
| 2022 | -33.02% |
| 2021 | 14.54% |
| 2020 | 35.03% |
| 2019 | 49.08% |
| 2018 | -5.83% |
| 2017 | 31.84% |
| 2016 | 0.98% |
| 2015 | -3.83% |
Risk against SP-DA
| Alpha | -0.54% |
|---|---|
| Beta | 1.57 |
| Correlation | 95.00% |
| Downside Deviation | 3.69% |
| Coefficient of determination | 90.25% |
| Standard Deviation | 5.66% |
| Sharpe Ratio | 0.53 |
| Sortino | 2.8 |
| Treynor | 18.82 |
| Ulcer Index | 4.78 |
| Ulcer Performance Index | 2.16 |