Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WSTBX (IVY SCIENCE AND TECHNOLOGY FUND CLASS B) | NA | 2.65% | 25.15% | 21.75% | 16.66% | 13.18% | 12.10% | 8.49% |
Data as of 02/14/2022, AR inception is 11/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSTBX (IVY SCIENCE AND TECHNOLOGY FUND CLASS B) | 11/24/2000 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.00 | 2.65 | 25.15 | 21.75 | 16.66 | 13.18 | 12.10 | 8.49 | 0.00 | 12.90 | 34.89 | 48.94 | -5.90 | 31.80 | 0.89 | -3.87 | 3.51 | 50.85 | 25.47 | -4.99 | 9.83 | 38.15 | -28.52 | 22.37 | 6.39 | 15.37 | 15.04 | 29.81 | -26.79 | -14.85 | -28.06 |
| Sharpe Ratio | NA | 0.15 | 1.01 | 0.93 | 0.81 | NA | NA | 0.35 | 0.00 | 0.68 | 0.99 | 2.67 | -0.31 | 2.44 | 0.03 | -0.22 | 0.20 | 3.81 | 1.65 | -0.19 | 0.49 | 1.80 | -0.98 | 1.15 | 0.23 | 1.08 | 0.84 | 1.83 | -1.60 | -0.74 | -0.96 |
| Standard Deviation(%) | NA | 17.68 | 24.53 | 22.72 | 20.03 | NA | NA | 21.21 | NA | 18.82 | 34.82 | 17.79 | 23.33 | 12.85 | 19.81 | 17.96 | 17.54 | 13.33 | 15.51 | 26.61 | 19.83 | 21.11 | 29.92 | 16.89 | 13.41 | 12.19 | 16.84 | 15.95 | 17.47 | 23.60 | 104.62 |
| Draw Down(%) | NA | 10.75 | 30.43 | 30.43 | 30.43 | NA | NA | 61.17 | 0.00 | 10.75 | 30.43 | 8.59 | 25.39 | 6.28 | 20.38 | 19.06 | 14.60 | 5.68 | 10.76 | 23.99 | 15.97 | 15.28 | 41.38 | 9.05 | 11.67 | 7.22 | 17.42 | 6.89 | 32.66 | 32.78 | 36.10 |
| Yield(%) | 0.00 | 0.00 | 10.82 | 12.17 | 11.08 | 9.46 | 10.86 | 5.83 | 0.00 | 0.00 | 14.16 | 18.92 | 13.88 | 9.55 | 0.00 | 2.75 | 2.59 | 4.15 | 0.75 | 7.38 | 1.22 | 0.00 | 3.86 | 12.20 | 0.25 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/14/2022, AR inception is 11/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTBX (IVY SCIENCE AND TECHNOLOGY FUND CLASS B) |
-6.81%
Dec 2000 - Dec 2003 |
1.44%
Dec 2000 - Dec 2005 |
4.25%
Dec 2000 - Dec 2010 |
5.94%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTBX (IVY SCIENCE AND TECHNOLOGY FUND CLASS B) |
31.39%
Dec 2018 - Dec 2021 |
25.28%
Jun 2016 - Jun 2021 |
18.35%
Sep 2011 - Sep 2021 |
14.28%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart