Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSTRX (IVY SCIENCE AND TECHNOLOGY FUND CLASS R) | 41.73% | 76.41% | 42.37% | 20.33% | 21.92% | 17.74% | 15.76% | … | … |
Data as of 06/03/2026, Common starting date is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSTRX (IVY SCIENCE AND TECHNOLOGY FUND CLASS R) | 01/17/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.05 | 76.41 | 42.37 | 20.33 | 21.92 | 17.74 | 15.76 | … | … | 41.73 | 11.45 | 31.14 | 40.01 | -32.76 | 13.65 | 35.57 | 49.77 | -5.57 | 32.31 | 1.38 | -3.43 | 3.99 | 51.54 | 26.18 | -4.59 | 10.63 | 39.41 | -27.92 | 23.35 | 4.37 |
| Sharpe Ratio | NA | 3.00 | 1.50 | 0.64 | 0.81 | NA | NA | … | … | 4.08 | 0.24 | 1.20 | 1.94 | -0.99 | 0.69 | 1.01 | 2.72 | -0.30 | 2.47 | 0.06 | -0.19 | 0.23 | 3.86 | 1.70 | -0.17 | 0.53 | 1.86 | -0.96 | 1.20 | 0.09 |
| Standard Deviation(%) | NA | 23.76 | 25.03 | 26.20 | 24.63 | NA | NA | … | … | 27.96 | 35.73 | 22.86 | 18.91 | 34.56 | 19.70 | 34.83 | 17.78 | 23.33 | 12.86 | 19.82 | 17.94 | 17.54 | 13.33 | 15.50 | 26.65 | 19.84 | 21.13 | 29.91 | 16.92 | 13.31 |
| Draw Down(%) | NA | 16.77 | 27.37 | 38.43 | 38.43 | NA | NA | … | … | 16.77 | 27.37 | 15.93 | 13.70 | 37.02 | 10.72 | 30.40 | 8.51 | 25.37 | 6.27 | 20.34 | 18.97 | 14.48 | 5.65 | 10.66 | 23.79 | 15.85 | 15.19 | 40.92 | 8.99 | 11.51 |
| Yield(%) | 0.00 | 22.11 | 20.93 | 15.13 | 20.59 | 20.01 | 21.17 | … | … | 0.00 | 23.60 | 23.15 | 16.14 | 18.46 | 35.92 | 11.33 | 15.61 | 11.80 | 8.44 | 0.00 | 2.40 | 2.28 | 3.68 | 0.67 | 6.68 | 1.35 | 0.66 | 3.78 | 12.26 | 0.23 |
Data as of 06/03/2026, Common starting date is 01/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTRX (IVY SCIENCE AND TECHNOLOGY FUND CLASS R) |
-5.02%
Feb 2006 – Feb 2009 |
4.08%
Oct 2007 – Oct 2012 |
8.38%
Feb 2006 – Feb 2016 |
9.39%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTRX (IVY SCIENCE AND TECHNOLOGY FUND CLASS R) |
41.50%
May 2023 – May 2026 |
25.87%
Feb 2009 – Feb 2014 |
21.55%
May 2016 – May 2026 |
17.26%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart