Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WSTYX (IVY SCIENCE AND TECHNOLOGY FUND CLASS Y) | 30.18% | 61.21% | 38.70% | 18.16% | 21.21% | 17.59% | 15.65% | … | … |
Data as of 06/05/2026, Common starting date is 10/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WSTYX (IVY SCIENCE AND TECHNOLOGY FUND CLASS Y) | 10/16/2000 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.17 | 61.21 | 38.70 | 18.16 | 21.21 | 17.59 | 15.65 | … | … | 30.18 | 18.23 | 31.43 | 40.45 | -32.51 | 14.33 | 36.10 | 50.33 | -5.21 | 32.76 | 1.74 | -3.10 | 4.35 | 52.07 | 26.63 | -4.26 | 10.96 | 39.80 | -27.73 | 23.68 | 7.62 | 16.82 | 16.76 | 31.75 | -25.67 | -13.61 | -9.57 |
| Sharpe Ratio | NA | 2.35 | 1.39 | 0.60 | 0.79 | NA | NA | … | … | 2.76 | 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 |
| Standard Deviation(%) | NA | 24.96 | 25.42 | 26.39 | 24.74 | NA | NA | … | … | 29.85 | 32.85 | 22.87 | 18.92 | 34.54 | 19.67 | 34.83 | 17.78 | 23.32 | 12.86 | 19.82 | 17.95 | 17.54 | 13.32 | 15.51 | 26.64 | 19.85 | 21.09 | 29.89 | 16.91 | 13.40 | 12.22 | 16.90 | 15.87 | 17.47 | 23.61 | 32.30 |
| Draw Down(%) | NA | 16.74 | 27.36 | 38.14 | 38.14 | NA | NA | … | … | 16.74 | 27.36 | 15.91 | 13.65 | 36.86 | 10.70 | 30.38 | 8.45 | 25.29 | 6.27 | 20.31 | 18.89 | 14.40 | 5.64 | 10.59 | 23.68 | 15.78 | 15.12 | 40.75 | 8.98 | 11.48 | 6.98 | 16.76 | 6.63 | 31.81 | 32.20 | 18.17 |
| Yield(%) | 0.00 | 16.10 | 16.60 | 13.18 | 19.16 | 19.49 | 20.68 | … | … | 0.00 | 17.32 | 17.83 | 12.82 | 15.53 | 32.17 | 10.20 | 14.51 | 10.92 | 8.13 | 0.00 | 2.26 | 2.15 | 3.49 | 0.64 | 6.55 | 1.38 | 0.85 | 3.72 | 12.23 | 0.23 | 0.00 | 0.16 | 0.00 | 0.00 | 0.09 | 23.01 |
Data as of 06/05/2026, Common starting date is 10/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTYX (IVY SCIENCE AND TECHNOLOGY FUND CLASS Y) |
-6.61%
Nov 2000 – Nov 2003 |
2.01%
Nov 2000 – Nov 2005 |
4.75%
Nov 2000 – Nov 2010 |
7.14%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WSTYX (IVY SCIENCE AND TECHNOLOGY FUND CLASS Y) |
41.87%
May 2023 – May 2026 |
26.32%
Jun 2016 – Jun 2021 |
21.99%
May 2016 – May 2026 |
17.67%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart