Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISTNX (IVY SCIENCE AND TECHNOLOGY FUND CLASS N) | 39.97% | 73.34% | 42.50% | 20.40% | 22.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISTNX (IVY SCIENCE AND TECHNOLOGY FUND CLASS N) | 08/01/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | 73.34 | 42.50 | 20.40 | 22.52 | NA | NA | … | … | 39.97 | 21.41 | 31.87 | 40.90 | -32.23 | 14.78 | 36.56 | 50.88 | -4.86 | 33.31 | 2.13 | -2.74 | 3.50 |
| Sharpe Ratio | NA | 3.05 | 1.54 | 0.68 | 0.85 | NA | NA | … | … | 4.13 | 0.59 | 1.24 | 1.99 | -0.98 | 0.75 | 1.04 | 2.78 | -0.27 | 2.50 | 0.10 | -0.15 | 0.48 |
| Standard Deviation(%) | NA | 23.75 | 25.03 | 26.19 | 24.63 | NA | NA | … | … | 27.95 | 31.88 | 22.86 | 18.92 | 34.56 | 19.65 | 34.82 | 17.77 | 23.31 | 13.11 | 19.77 | 17.94 | 17.82 |
| Draw Down(%) | NA | 16.69 | 27.33 | 37.87 | 37.87 | NA | NA | … | … | 16.69 | 27.33 | 15.88 | 13.56 | 36.66 | 10.68 | 30.35 | 8.41 | 25.19 | 6.26 | 20.27 | 18.80 | 12.14 |
| Yield(%) | 0.00 | 13.58 | 14.59 | 12.40 | 18.59 | 11.65 | 8.74 | … | … | 0.00 | 14.65 | 15.43 | 11.28 | 14.08 | 30.43 | 9.57 | 14.02 | 10.43 | 8.12 | 0.00 | 2.18 | 2.05 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTNX (IVY SCIENCE AND TECHNOLOGY FUND CLASS N) |
2.03%
Dec 2019 – Dec 2022 |
8.47%
Oct 2017 – Oct 2022 |
12.48%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISTNX (IVY SCIENCE AND TECHNOLOGY FUND CLASS N) |
42.34%
May 2023 – May 2026 |
26.78%
Jun 2016 – Jun 2021 |
22.43%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart