Nasdaq - Delayed Quote USD

Macquarie Science and Technology R (WSTRX)

38.00
-3.47
(-8.37%)
At close: 8:09:02 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.29%
5y Average Return 17.16%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 2, 2025) 51.55%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 51.55%
Worst 3Y Total Return 0.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WSTRX
Category
YTD
1.32%
12.31%
1-Month
-3.88%
6.23%
3-Month
0.64%
8.63%
1-Year
16.58%
53.90%
3-Year
12.93%
27.50%
5-Year
15.76%
28.80%
10-Year
13.07%
18.74%
Last Bull Market
22.32%
24.03%
Last Bear Market
-24.17%
-20.41%

Annual Total Return (%) History

Year
WSTRX
Category
2025
--
--
2024
31.03%
--
2023
40.25%
--
2022
-32.64%
--
2021
14.95%
--
2020
35.53%
55.91%
2019
49.65%
37.49%
2018
-5.46%
-3.21%

2017
32.35%
35.35%
2016
1.38%
10.84%
2015
-3.45%
5.21%
2014
3.98%
12.55%
2013
51.55%
35.45%
2012
26.18%
13.08%
2011
-4.45%
-7.62%
2010
10.62%
20.00%
2009
39.40%
61.99%
2008
-27.82%
-45.33%
2007
23.35%
16.12%
2006
7.30%
7.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.28% -- -- --
2024 15.63% 8.65% 2.45% 1.81%
2023 15.42% 9.23% -6.28% 18.70%
2022 -11.02% -24.17% -3.39% 3.33%
2021 2.94% 8.13% -2.67% 6.11%
2020 -16.45% 25.39% 9.86% 17.76%
2019 21.90% 9.21% -2.18% 14.93%
2018 2.69% 6.28% 5.89% -18.20%
2017 10.58% 5.34% 9.91% 3.37%
2016 -8.00% -1.43% 11.05% 0.66%

2015 4.94% -0.89% -13.01% 6.72%
2014 0.89% 4.71% -3.16% 1.63%
2013 12.79% 6.32% 12.26% 12.57%
2012 19.64% -2.88% 7.05% 1.45%
2011 11.24% -3.69% -15.55% 5.60%
2010 1.84% -10.90% 11.69% 9.14%
2009 1.45% 13.32% 13.27% 7.06%
2008 -8.52% 2.59% -10.13% -14.42%
2007 4.45% 7.93% 6.96% 2.30%
2006 5.70% -5.21% 4.13% 2.85%

Rank in Category (By Total Return)

YTD 25
1-Month 39
3-Month 20
1-Year 30
3-Year 25
5-Year 51

Load Adjusted Returns

1-Year 16.58%
3-Year 12.93%
5-Year 15.76%
10-Year 13.07%

Performance & Risk

YTD Return -7.29%
5y Average Return 17.16%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Macquarie
Net Assets 5.74B
YTD Return 1.32%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 2014

Fund Summary

The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.

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