WSTYX
Delaware Ivy Science & Technology-Y
$69.20
-0.09 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 6265.831M |
| 52 Week High | 69.29 |
| 52 Week Low | 42.901 |
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Key Data
| Symbol | WSTYX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 69.2 |
| Price Yesterday | 69.29 |
| Market Cap | 6,265.83 |
| YTD Return | 29.93% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0124 |
Overview
| 52 Week High | 69.29 |
|---|---|
| 52 Week Low | 42.90 |
| Market Cap | 6,265.83M |
| Shares Outstanding | 90.55M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 7.70% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.70% |
Returns Annualized
| One Day | -27.95% |
|---|---|
| Five Days | 380.54% |
| One Months | 163.15% |
| Three Months | 58.64% |
| Six Months | 75.46% |
| Nine Months | 74.92% |
| One Year | 47.38% |
| Three Years | 8.41% |
| Five Years | 16.69% |
| Ten Years | 13.70% |
| YTD | 66.20% |
| Since Inception | 10.64% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 3.16% |
| One Month | 7.97% |
| Three Months | 12.01% |
| Six Months | 31.83% |
| Nine Months | 51.37% |
| One Year | 47.32% |
| Three Years | 27.26% |
| Five Years | 115.94% |
| Ten Years | 259.74% |
| YTD | 29.93% |
| Since Inception | 993.38% |
Yearly Returns
| 2024 | 29.93% |
|---|---|
| 2023 | 40.63% |
| 2022 | -32.41% |
| 2021 | 15.44% |
| 2020 | 36.06% |
| 2019 | 50.21% |
| 2018 | -5.10% |
| 2017 | 32.81% |
| 2016 | 1.74% |
| 2015 | -3.12% |
Risk against SP-DA
| Alpha | 3.33% |
|---|---|
| Beta | 1.66 |
| Correlation | 94.74% |
| Downside Deviation | 4.00% |
| Coefficient of determination | 89.76% |
| Standard Deviation | 5.63% |
| Sharpe Ratio | 0.96 |
| Sortino | 4.66 |
| Treynor | 25.34 |
| Ulcer Index | 4.89 |
| Ulcer Performance Index | 3.82 |