Nasdaq - Delayed Quote • USD
Delaware Ivy Science and Technology R (WSTRX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 51.55% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 7.75% |
| 5y Average Return | 12.89% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.26 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WSTRX | Category Average | WSTRX | Category Average | WSTRX | Category Average | |
| Alpha | -0.24 | 0.1 | 3.72 | 0.11 | 2.7 | 0.08 |
| BETA | 1.26 | 0.01 | 1.16 | 0.01 | 1.19 | 0.01 |
| Mean Annual Return | 0.77 | 0.02 | 1.44 | 0.02 | 1.14 | 0.02 |
| R-squared | 84.02 | 0.75 | 85.26 | 0.69 | 80.73 | 0.69 |
| Standard Deviation | 22.88 | 0.24 | 22.39 | 0.2 | 19.56 | 0.19 |
| Sharpe Ratio | 0.28 | 0.01 | 0.68 | 0.01 | 0.62 | 0.01 |
| Treynor Ratio | 3.08 | 0.23 | 11.79 | 0.25 | 9.16 | 0.17 |
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