Nasdaq - Delayed Quote USD

Delaware Ivy Science and Technology C (WSTCX)

28.04 -0.15 (-0.53%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 15.63%
5y Average Return 14.82%
Number of Years Up 18
Number of Years Down 8
Best 1Y Total Return (May 17, 2024) 50.95%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 50.95%
Worst 3Y Total Return 0.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WSTCX
Category
YTD
7.67%
12.31%
1-Month
-6.75%
6.23%
3-Month
3.28%
8.63%
1-Year
34.06%
53.90%
3-Year
2.59%
27.50%
5-Year
12.33%
28.80%
10-Year
11.60%
18.74%
Last Bull Market
39.37%
24.03%
Last Bear Market
-24.27%
-20.41%

Annual Total Return (%) History

Year
WSTCX
Category
2024
--
--
2023
39.59%
--
2022
-33.02%
--
2021
14.54%
--
2020
35.03%
55.91%
2019
49.08%
37.49%
2018
-5.83%
-3.21%
2017
31.84%
35.35%

2016
0.97%
10.84%
2015
-3.82%
5.21%
2014
3.59%
12.55%
2013
50.95%
35.45%
2012
25.56%
13.08%
2011
-4.90%
-7.62%
2010
10.01%
20.00%
2009
38.54%
61.99%
2008
-28.34%
-45.33%
2007
22.54%
16.12%
2006
6.62%
7.08%
2005
15.64%
5.76%
2004
15.18%
4.24%
2003
30.17%
55.77%
2002
-26.57%
-42.86%
2001
-14.48%
-36.89%
2000
-26.31%
-31.36%
1999
177.01%
129.22%
1998
44.03%
51.99%
1997
--
11.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.46% -- -- --
2023 15.27% 9.13% -6.44% 18.60%
2022 -11.11% -24.27% -3.53% 3.15%
2021 2.84% 8.03% -2.76% 6.02%
2020 -16.53% 25.27% 9.77% 17.65%
2019 21.79% 9.10% -2.28% 14.81%
2018 2.59% 6.17% 5.80% -18.28%
2017 10.47% 5.24% 9.81% 3.27%
2016 -8.08% -1.52% 10.93% 0.56%
2015 4.84% -0.97% -13.10% 6.60%

2014 0.81% 4.60% -3.24% 1.53%
2013 12.71% 6.17% 12.17% 12.47%
2012 19.46% -3.01% 6.98% 1.30%
2011 11.11% -3.83% -15.62% 5.48%
2010 1.71% -10.99% 11.49% 9.00%
2009 1.34% 13.13% 13.09% 6.85%
2008 -8.64% 2.40% -10.28% -14.62%
2007 4.26% 7.73% 6.80% 2.15%
2006 5.56% -5.38% 3.97% 2.68%
2005 -3.02% 6.38% 7.28% 4.48%
2004 3.26% 2.27% -4.43% 14.12%
2003 -1.70% 10.09% 6.41% 13.04%
2002 -6.55% -15.53% -9.62% 2.92%
2001 -20.79% 7.52% -14.29% 17.17%
2000 11.16% -23.25% 0.46% -14.02%
1999 18.55% 15.07% 11.21% 82.60%
1998 17.51% 9.41% -12.63% 28.22%
1997 -1.54% -- -- --

Rank in Category (By Total Return)

YTD 25
1-Month 77
3-Month 41
1-Year 47
3-Year 51
5-Year 54

Load Adjusted Returns

1-Year 33.06%
3-Year 2.59%
5-Year 12.33%
10-Year 11.60%

Performance & Risk

YTD Return 15.63%
5y Average Return 14.82%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Delaware Funds by Macquarie
Net Assets 5.34B
YTD Return 7.67%
Yield 0.00%
Morningstar Rating
Inception Date Apr 02, 2007

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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