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WSTYX: IVY SCIENCE AND TECHNOLOGY FUND CLASS Y (MUTUAL FUND)
Basic Info 92.27 6.8(6.86%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 10/16/2000 |
| Last Dividend Date: | 12/02/2025 |
| 12-Mo. Yield | 16.53% |
| Expenses | 0.96% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.2 | 30.2 | 61.2 | 38.6 | 18.4 | 21.3 | 17.5 | 15.7 | 12.4 | 18.2 | 31.4 | 40.4 | -32.5 | 14.3 | 36.1 | 50.3 | -5.2 | 32.8 | 1.7 | -3.1 | 4.4 | 52.1 | 26.6 | -4.3 | 11.0 | 39.8 | -27.7 | 23.7 | 7.6 | 16.8 | 16.8 | 31.7 | -25.7 | -13.6 | -9.6 |
| Sharpe Ratio | NA | 4.1 | 3.02 | 1.52 | 0.66 | 0.83 | NA | NA | 0.51 | 0.48 | 1.22 | 1.96 | -0.99 | 0.73 | 1.02 | 2.75 | -0.28 | 2.51 | 0.08 | -0.17 | 0.25 | 3.91 | 1.73 | -0.16 | 0.55 | 1.88 | -0.96 | 1.22 | 0.32 | 1.19 | 0.93 | 1.95 | -1.53 | -0.69 | -1.33 |
| Draw Down(%) | NA | 16.7 | 16.7 | 27.4 | 38.1 | 38.1 | NA | NA | 48.9 | 27.4 | 15.9 | 13.6 | 36.9 | 10.7 | 30.4 | 8.4 | 25.3 | 6.3 | 20.3 | 18.9 | 14.4 | 5.6 | 10.6 | 23.7 | 15.8 | 15.1 | 40.8 | 9.0 | 11.5 | 7.0 | 16.8 | 6.6 | 31.8 | 32.2 | 18.2 |
| Standard Deviation(%) | NA | 27.9 | 23.7 | 25.0 | 26.2 | 24.6 | NA | NA | 21.6 | 32.9 | 22.9 | 18.9 | 34.5 | 19.7 | 34.8 | 17.8 | 23.3 | 12.9 | 19.8 | 17.9 | 17.5 | 13.3 | 15.5 | 26.6 | 19.9 | 21.1 | 29.9 | 16.9 | 13.4 | 12.2 | 16.9 | 15.9 | 17.5 | 23.6 | 32.3 |
| Treynor Ratio | NA | 1.09 | 0.68 | 0.38 | 0.17 | 0.21 | NA | NA | 0.13 | 0.16 | 0.28 | 0.39 | -0.34 | 0.15 | 0.42 | 0.52 | -0.07 | 0.31 | 0.01 | -0.03 | 0.04 | 0.6 | 0.31 | -0.04 | 0.12 | 0.57 | -0.42 | 0.25 | 0.06 | 0.19 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.06 | 0.03 | 0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.01 | -0.03 | -0.02 | -0.04 | -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 | 0.0 | 0.05 | 0.07 | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.06 | 1.01 | 0.99 | 0.95 | NA | NA | 0.88 | 0.99 | 1.01 | 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 | 0.79 | 0.77 | NA | NA | NA | NA |
| RSquared | NA | 0.79 | 0.83 | 0.9 | 0.92 | 0.92 | NA | NA | 0.77 | 0.76 | 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 | 0.73 | 0.74 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.3 | 17.8 | 12.8 | 15.5 | 32.2 | 10.2 | 14.5 | 10.9 | 8.1 | 0.0 | 2.3 | 2.2 | 3.5 | 0.6 | 6.6 | 1.4 | 0.9 | 3.7 | 12.2 | 0.2 | 0.0 | 0.2 | 0.0 | 0.0 | 0.1 | 23.0 |
| 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 | -59.6 | 285.7 | -3.3 | 10.1 | 68.5 | N/A | -100.0 | 8.2 | -11.5 | 596.8 | -91.4 | 417.8 | 124.5 | -83.8 | -66.5 | 5583.6 | N/A | -100.0 | N/A | N/A | -100.0 | -99.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/13/2000
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