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WSTRX: IVY SCIENCE AND TECHNOLOGY FUND CLASS R (MUTUAL FUND)
Basic Info 63.76 4.7(6.87%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 01/17/2006 |
| Last Dividend Date: | 12/02/2025 |
| 12-Mo. Yield | 22.54% |
| Expenses | 0.96% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.2 | 30.0 | 60.8 | 38.3 | 17.9 | 20.9 | 17.1 | 15.3 | 14.7 | 11.4 | 31.1 | 40.0 | -32.8 | 13.7 | 35.6 | 49.8 | -5.6 | 32.3 | 1.4 | -3.4 | 4.0 | 51.5 | 26.2 | -4.6 | 10.6 | 39.4 | -27.9 | 23.3 | 4.4 |
| Sharpe Ratio | NA | 2.75 | 2.33 | 1.38 | 0.58 | 0.78 | NA | NA | 0.6 | 0.24 | 1.2 | 1.94 | -0.99 | 0.69 | 1.01 | 2.72 | -0.3 | 2.47 | 0.06 | -0.19 | 0.23 | 3.86 | 1.7 | -0.17 | 0.53 | 1.86 | -0.96 | 1.2 | 0.09 |
| Draw Down(%) | NA | 16.8 | 16.8 | 27.4 | 38.4 | 38.4 | NA | NA | 43.4 | 27.4 | 15.9 | 13.7 | 37.0 | 10.7 | 30.4 | 8.5 | 25.4 | 6.3 | 20.3 | 19.0 | 14.5 | 5.7 | 10.7 | 23.8 | 15.8 | 15.2 | 40.9 | 9.0 | 11.5 |
| Standard Deviation(%) | NA | 29.9 | 25.0 | 25.4 | 26.4 | 24.7 | NA | NA | 22.5 | 35.7 | 22.9 | 18.9 | 34.6 | 19.7 | 34.8 | 17.8 | 23.3 | 12.9 | 19.8 | 17.9 | 17.5 | 13.3 | 15.5 | 26.7 | 19.8 | 21.1 | 29.9 | 16.9 | 13.3 |
| Treynor Ratio | NA | 0.78 | 0.55 | 0.35 | 0.15 | 0.2 | NA | NA | 0.15 | 0.09 | 0.27 | 0.38 | -0.34 | 0.15 | 0.41 | 0.52 | -0.07 | 0.31 | 0.01 | -0.04 | 0.04 | 0.59 | 0.31 | -0.05 | 0.11 | 0.56 | -0.42 | 0.25 | 0.02 |
| Alpha | NA | 0.05 | 0.02 | 0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | 0.01 | -0.03 | -0.02 | -0.05 | -0.01 | 0.01 | -0.03 | -0.02 | -0.05 | -0.03 | -0.06 | 0.07 | 0.05 | -0.02 | 0.0 | 0.0 | 0.02 | 0.04 | 0.01 |
| Beta | NA | 1.05 | 1.06 | 1.01 | 0.99 | 0.95 | NA | NA | 0.89 | 0.98 | 1.0 | 0.96 | 1.0 | 0.93 | 0.85 | 0.94 | 0.96 | 1.03 | 1.06 | 0.9 | 1.12 | 0.87 | 0.85 | 1.02 | 0.93 | 0.7 | 0.69 | 0.83 | 0.7 |
| RSquared | NA | 0.81 | 0.84 | 0.91 | 0.92 | 0.92 | NA | NA | 0.87 | 0.65 | 0.92 | 0.91 | 0.96 | 0.9 | 0.96 | 0.91 | 0.94 | 0.8 | 0.8 | 0.8 | 0.81 | 0.68 | 0.82 | 0.92 | 0.9 | 0.87 | 0.88 | 0.76 | 0.67 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 23.6 | 23.2 | 16.1 | 18.5 | 35.9 | 11.3 | 15.6 | 11.8 | 8.4 | 0.0 | 2.4 | 2.3 | 3.7 | 0.7 | 6.7 | 1.3 | 0.7 | 3.8 | 12.3 | 0.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.7 | 73.4 | -56.9 | -59.3 | 282.7 | -1.4 | 8.1 | 74.3 | N/A | -100.0 | 8.2 | -11.5 | 596.8 | -91.1 | 440.6 | 181.4 | -87.7 | -66.2 | 5413.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2006
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