WSTCX
Delaware Ivy Science & Technology-C
$31.38
-0.04 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 6265.613M |
| 52 Week High | 31.42 |
| 52 Week Low | 19.557 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | WSTCX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 31.38 |
| Price Yesterday | 31.42 |
| Market Cap | 6,265.61 |
| YTD Return | 29.40% |
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 | 31.42 |
|---|---|
| 52 Week Low | 19.56 |
| Market Cap | 6,265.61M |
| Shares Outstanding | 199.67M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 16.99% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 16.99% |
Returns Annualized
| One Day | -27.48% |
|---|---|
| Five Days | 379.47% |
| One Months | 161.19% |
| Three Months | 57.38% |
| Six Months | 74.15% |
| Nine Months | 73.57% |
| One Year | 46.30% |
| Three Years | 7.53% |
| Five Years | 15.76% |
| Ten Years | 12.82% |
| YTD | 64.90% |
| Since Inception | 7.79% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 3.16% |
| One Month | 7.91% |
| Three Months | 11.79% |
| Six Months | 31.35% |
| Nine Months | 50.50% |
| One Year | 46.25% |
| Three Years | 24.19% |
| Five Years | 107.46% |
| Ten Years | 232.94% |
| YTD | 29.40% |
| Since Inception | 519.55% |
Yearly Returns
| 2024 | 29.40% |
|---|---|
| 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 | 2.26% |
|---|---|
| Beta | 1.66 |
| Correlation | 94.63% |
| Downside Deviation | 4.05% |
| Coefficient of determination | 89.54% |
| Standard Deviation | 5.63% |
| Sharpe Ratio | 0.9 |
| Sortino | 4.34 |
| Treynor | 24.7 |
| Ulcer Index | 4.96 |
| Ulcer Performance Index | 3.54 |