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WSTYX: IVY SCIENCE AND TECHNOLOGY FUND CLASS Y (MUTUAL FUND)
Basic Info 59.44 1.25(2.15%) May 03
Asset Class: | Technology |
MyPlanIQ Rating: | (48%) |
Start Date: | 10/16/2000 |
Last Dividend Date: | 12/04/2023 |
12-Mo. Yield | 10.12% |
Expenses | 0.96% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/16/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 11.6 | 41.3 | 4.3 | 13.9 | 12.7 | 15.3 | 13.3 | 9.9 | 40.4 | -32.9 | 14.9 | 36.1 | 50.3 | -5.2 | 32.8 | 1.7 | -3.1 | 4.4 | 52.1 | 26.6 | -4.3 | 11.0 | 39.8 | -27.7 | 23.7 | 7.6 | 16.8 | 16.8 | 31.7 | -25.7 | -13.6 | -9.6 |
Sharpe Ratio | NA | 1.3 | 1.82 | 0.01 | 0.34 | 0.42 | NA | NA | 0.37 | 1.93 | -0.99 | 0.28 | 1.02 | 2.75 | -0.28 | 2.51 | 0.08 | -0.17 | 0.25 | 3.91 | 1.73 | -0.16 | 0.55 | 1.88 | -0.96 | 1.23 | 0.33 | 1.2 | 0.94 | 1.96 | -1.53 | -0.69 | -1.33 |
Draw Down(%) | NA | 10.6 | 13.6 | 54.0 | 54.0 | 54.0 | NA | NA | 54.0 | 13.6 | 36.9 | 30.8 | 30.4 | 8.4 | 25.3 | 6.3 | 20.3 | 18.9 | 14.4 | 5.6 | 10.6 | 23.7 | 15.8 | 15.1 | 40.8 | 9.0 | 11.5 | 7.0 | 16.8 | 6.6 | 31.8 | 32.2 | 18.2 |
Standard Deviation(%) | NA | 23.3 | 19.7 | 37.8 | 34.3 | 27.6 | NA | NA | 23.4 | 19.0 | 34.6 | 52.4 | 34.8 | 17.8 | 23.3 | 12.9 | 19.8 | 17.9 | 17.5 | 13.3 | 15.5 | 26.6 | 19.9 | 21.1 | 29.9 | 16.9 | 13.4 | 12.2 | 16.9 | 15.9 | 17.5 | 23.6 | 32.3 |
Treynor Ratio | NA | 0.28 | 0.36 | 0.01 | 0.13 | 0.13 | NA | NA | 0.1 | 0.38 | -0.35 | 0.25 | 0.42 | 0.52 | -0.07 | 0.31 | 0.01 | -0.03 | 0.04 | 0.6 | 0.31 | -0.04 | 0.12 | 0.57 | -0.42 | 0.25 | 0.06 | 0.19 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.06 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | -0.02 | 0.04 | -0.01 | 0.01 | -0.03 | -0.02 | -0.05 | -0.03 | -0.06 | 0.07 | 0.05 | -0.02 | 0.0 | 0.0 | 0.02 | 0.04 | 0.0 | 0.05 | 0.07 | NA | NA | NA | NA |
Beta | NA | 1.09 | 1.0 | 0.91 | 0.88 | 0.91 | NA | NA | 0.85 | 0.96 | 0.99 | 0.6 | 0.84 | 0.94 | 0.96 | 1.03 | 1.06 | 0.9 | 1.12 | 0.87 | 0.85 | 1.02 | 0.93 | 0.7 | 0.69 | 0.83 | 0.7 | 0.79 | 0.77 | NA | NA | NA | NA |
RSquared | NA | 0.87 | 0.87 | 0.35 | 0.51 | 0.59 | NA | NA | 0.59 | 0.9 | 0.95 | 0.05 | 0.96 | 0.91 | 0.94 | 0.8 | 0.8 | 0.8 | 0.81 | 0.68 | 0.82 | 0.92 | 0.9 | 0.87 | 0.88 | 0.76 | 0.67 | 0.73 | 0.74 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 11.5 | 15.7 | 17.3 | 14.8 | 23.0 | 22.8 | N/A | 12.8 | 15.5 | 32.2 | 10.2 | 14.5 | 10.9 | 8.1 | 0.0 | 2.3 | 2.1 | 3.5 | 0.6 | 6.5 | 1.4 | 0.9 | 3.7 | 12.2 | 0.2 | 0.0 | 0.2 | 0.0 | 0.0 | 0.1 | 23.0 |
Dividend Growth(%) | N/A | -100.0 | -56.9 | 104.7 | 351.2 | 773.2 | N/A | N/A | N/A | -56.9 | -59.6 | 285.6 | -3.3 | 10.2 | 68.6 | N/A | -100.0 | 8.6 | -12.1 | 594.7 | -91.3 | 419.0 | 121.1 | -83.6 | -66.6 | 5683.3 | N/A | -100.0 | N/A | N/A | -100.0 | -99.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2000
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