Ivy Science and Technology Fund Class R (WSTRX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 8.35% | 6.43% | 1.92% |
Year-to-Date | 9.75% | 7.96% | 1.79% |
1 Year | 18.29% | 0.00% | 18.29% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
34%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.59%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,943
Real cost (fees + lost compounding)
$2,412
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-0.07%