Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSTCX (IVY SCIENCE AND TECHNOLOGY FUND CLASS C) | 41.44% | 427.13% | 331.27% | 133.28% | 69.42% | 46.42% | 36.11% | … | … |
Data as of 06/03/2026, Common starting date is 04/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSTCX (IVY SCIENCE AND TECHNOLOGY FUND CLASS C) | 04/14/1998 | 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 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.04 | 427.13 | 331.27 | 133.28 | 69.42 | 46.42 | 36.11 | … | … | 41.44 | 298.58 | 555.95 | 160.44 | -33.22 | 12.80 | 35.09 | 49.22 | -5.97 | 31.79 | 0.97 | -3.80 | 3.61 | 50.95 | 25.56 | -5.05 | 10.02 | 38.54 | -28.45 | 22.52 | 6.62 | 15.64 | 15.38 | 30.61 | -26.15 | -14.48 | -26.82 | 177.01 | 21.45 |
| Sharpe Ratio | NA | 3.71 | 2.67 | 1.35 | 0.97 | NA | NA | … | … | 4.04 | 2.61 | 3.38 | 2.48 | -1.01 | 0.65 | 1.00 | 2.68 | -0.32 | 2.43 | 0.04 | -0.21 | 0.20 | 3.81 | 1.66 | -0.19 | 0.50 | 1.82 | -0.98 | 1.15 | 0.24 | 1.10 | 0.85 | 1.88 | -1.56 | -0.73 | -0.66 | 5.44 | 1.12 |
| Standard Deviation(%) | NA | 112.54 | 121.04 | 95.49 | 69.41 | NA | NA | … | … | 27.94 | 114.18 | 163.52 | 64.09 | 34.56 | 19.77 | 34.83 | 17.78 | 23.34 | 12.87 | 19.83 | 17.94 | 17.55 | 13.35 | 15.51 | 26.65 | 19.84 | 21.15 | 29.94 | 16.89 | 13.38 | 12.19 | 16.90 | 15.90 | 17.49 | 23.62 | 47.03 | 31.92 | 24.65 |
| Draw Down(%) | NA | 16.84 | 27.46 | 38.97 | 38.97 | NA | NA | … | … | 16.84 | 27.46 | 15.97 | 13.83 | 37.29 | 10.75 | 30.42 | 8.58 | 25.49 | 6.29 | 20.37 | 19.04 | 14.58 | 5.65 | 10.72 | 23.95 | 15.92 | 15.28 | 41.27 | 9.02 | 11.64 | 7.17 | 17.29 | 6.46 | 32.18 | 32.65 | 52.73 | 15.34 | 27.34 |
| Yield(%) | 0.00 | 43.85 | 70.21 | 26.22 | 29.96 | 27.74 | 28.15 | … | … | 0.00 | 46.69 | 117.48 | 75.12 | 24.96 | 43.38 | 13.43 | 18.08 | 13.36 | 9.22 | 0.00 | 2.66 | 2.51 | 4.02 | 0.73 | 7.19 | 1.28 | 0.16 | 3.83 | 12.16 | 0.25 | 0.00 | 0.17 | 0.33 | 0.47 | 0.09 | 18.18 | 1.64 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTCX (IVY SCIENCE AND TECHNOLOGY FUND CLASS C) |
-29.86%
Feb 2000 – Feb 2003 |
-12.25%
Feb 2000 – Feb 2005 |
-2.74%
Feb 2000 – Feb 2010 |
3.62%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTCX (IVY SCIENCE AND TECHNOLOGY FUND CLASS C) |
328.62%
May 2023 – May 2026 |
131.43%
May 2021 – May 2026 |
68.92%
May 2016 – May 2026 |
45.82%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart