WSTRX
Delaware Ivy Science & Technology-R
$53.22
-0.07 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 6265.484M |
| 52 Week High | 53.29 |
| 52 Week Low | 33.049 |
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Key Data
| Symbol | WSTRX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 53.22 |
| Price Yesterday | 53.29 |
| Market Cap | 6,265.48 |
| YTD Return | 29.77% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0158 |
Overview
| 52 Week High | 53.29 |
|---|---|
| 52 Week Low | 33.05 |
| Market Cap | 6,265.48M |
| Shares Outstanding | 117.73M |
| 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 | -28.22% |
|---|---|
| Five Days | 380.34% |
| One Months | 162.47% |
| Three Months | 58.28% |
| Six Months | 75.01% |
| Nine Months | 74.49% |
| One Year | 47.01% |
| Three Years | 8.07% |
| Five Years | 16.28% |
| Ten Years | 13.30% |
| YTD | 65.81% |
| Since Inception | 13.01% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 3.16% |
| One Month | 7.95% |
| Three Months | 11.95% |
| Six Months | 31.67% |
| Nine Months | 51.09% |
| One Year | 46.95% |
| Three Years | 26.07% |
| Five Years | 112.18% |
| Ten Years | 247.32% |
| YTD | 29.77% |
| Since Inception | 853.08% |
Yearly Returns
| 2024 | 29.77% |
|---|---|
| 2023 | 40.24% |
| 2022 | -32.64% |
| 2021 | 14.95% |
| 2020 | 35.53% |
| 2019 | 49.65% |
| 2018 | -5.46% |
| 2017 | 32.35% |
| 2016 | 1.38% |
| 2015 | -3.45% |
Risk against SP-DA
| Alpha | 2.98% |
|---|---|
| Beta | 1.66 |
| Correlation | 94.68% |
| Downside Deviation | 4.02% |
| Coefficient of determination | 89.64% |
| Standard Deviation | 5.63% |
| Sharpe Ratio | 0.94 |
| Sortino | 4.55 |
| Treynor | 25.13 |
| Ulcer Index | 4.91 |
| Ulcer Performance Index | 3.73 |