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Ivy Science And Technology I (ISTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.82+0.35 (+0.51%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.22%
5-year average return15.26%
Number of years up11
Number of years down5
Best 1-yr total return (9 May 2024)52.47%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return52.47%
Worst 3-yr total return1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnISTIXCategory
YTD8.03%12.31%
1-month-6.68%6.23%
3-month3.50%8.63%
1-year35.37%53.90%
3-year3.67%27.50%
5-year13.47%28.80%
10-year12.72%18.74%
Last bull market39.96%24.03%
Last bear market-24.05%-20.41%

Annual total return (%) history

Year
ISTIXCategory
2024
N/AN/A
2023
40.99%N/A
2022
-32.25%N/A
2021
15.63%N/A
2020
36.32%55.91%
2019
50.52%37.49%
2018
-4.89%-3.21%
2017
33.13%35.35%
2016
1.99%10.84%
2015
-2.88%5.21%
2014
4.61%12.55%
2013
52.47%35.45%
2012
26.92%13.08%
2011
-3.89%-7.62%
2010
11.20%20.00%
2009
40.21%61.99%
2008
-27.45%-45.33%
2007
N/A16.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.77%N/AN/AN/A
202315.60%9.37%-6.17%18.85%
2022-10.89%-24.05%-3.25%3.45%
20213.08%8.30%-2.52%6.26%
2020-16.34%25.57%10.03%17.93%
201922.05%9.36%-2.02%15.09%
20182.83%6.44%6.04%-18.06%
201710.74%5.51%10.06%3.53%
2016-7.85%-1.29%11.22%0.81%
20155.10%-0.74%-12.88%6.87%
20141.05%4.85%-3.00%1.78%
201312.98%6.44%12.47%12.74%
201219.80%-2.73%7.22%1.58%
201111.39%-3.56%-15.40%5.76%
20101.96%-10.75%11.83%9.27%
20091.64%13.43%13.46%7.18%
2008-8.40%2.73%-10.02%-14.32%
20077.11%2.44%N/AN/A

Rank in category (by total return)

YTD24
1-month76
3-month38
1-year44
3-year41
5-year48

Load adjusted returns

1-year35.37%
3-year3.67%
5-year13.47%
10-year12.72%