Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSTAX (IVY SCIENCE AND TECHNOLOGY FUND CLASS A) | 41.87% | 77.03% | 42.79% | 20.74% | 22.35% | 18.13% | 16.10% | … | … |
Data as of 06/03/2026, Common starting date is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSTAX (IVY SCIENCE AND TECHNOLOGY FUND CLASS A) | 11/24/2000 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.07 | 77.03 | 42.79 | 20.74 | 22.35 | 18.13 | 16.10 | … | … | 41.87 | 33.91 | 31.44 | 40.44 | -32.50 | 14.19 | 36.12 | 50.35 | -5.23 | 32.77 | 1.65 | -3.13 | 4.33 | 52.01 | 26.53 | -4.37 | 10.86 | 39.55 | -27.84 | 23.59 | 7.50 | 16.62 | 16.50 | 31.27 | -25.90 | -14.07 | -27.91 |
| Sharpe Ratio | NA | 3.03 | 1.51 | 0.66 | 0.83 | NA | NA | … | … | 4.10 | 1.06 | 1.21 | 1.95 | -0.98 | 0.72 | 1.03 | 2.75 | -0.28 | 2.51 | 0.07 | -0.18 | 0.25 | 3.90 | 1.72 | -0.17 | 0.54 | 1.87 | -0.96 | 1.21 | 0.31 | 1.17 | 0.92 | 1.92 | -1.55 | -0.71 | -0.97 |
| Standard Deviation(%) | NA | 23.76 | 25.12 | 26.25 | 24.66 | NA | NA | … | … | 27.94 | 29.41 | 23.05 | 19.00 | 34.56 | 19.69 | 34.83 | 17.79 | 23.32 | 12.85 | 19.82 | 17.95 | 17.53 | 13.32 | 15.55 | 26.64 | 19.85 | 21.13 | 29.88 | 16.91 | 13.37 | 12.24 | 16.92 | 15.88 | 17.49 | 23.61 | 104.36 |
| Draw Down(%) | NA | 16.73 | 27.35 | 38.18 | 38.18 | NA | NA | … | … | 16.73 | 27.35 | 15.89 | 13.63 | 36.84 | 10.70 | 30.38 | 8.45 | 25.28 | 6.27 | 20.32 | 18.90 | 14.42 | 5.64 | 10.62 | 23.71 | 15.80 | 15.16 | 40.82 | 8.97 | 11.50 | 7.04 | 16.87 | 6.72 | 32.00 | 32.38 | 36.01 |
| Yield(%) | 0.00 | 19.28 | 18.99 | 14.49 | 20.30 | 20.03 | 21.30 | … | … | 0.00 | 20.60 | 20.70 | 14.66 | 17.23 | 34.62 | 10.91 | 15.43 | 11.51 | 8.53 | 0.00 | 2.37 | 2.25 | 3.65 | 0.67 | 6.73 | 1.38 | 0.78 | 3.84 | 12.52 | 0.23 | 0.00 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTAX (IVY SCIENCE AND TECHNOLOGY FUND CLASS A) |
-5.80%
Dec 2000 – Dec 2003 |
2.58%
Dec 2000 – Dec 2005 |
5.35%
Dec 2000 – Dec 2010 |
6.96%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTAX (IVY SCIENCE AND TECHNOLOGY FUND CLASS A) |
41.91%
May 2023 – May 2026 |
26.31%
Jun 2016 – Jun 2021 |
21.98%
May 2016 – May 2026 |
17.64%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart