UK markets closed

Ivy Science And Technology B (WSTBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
74.85+0.39 (+0.52%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return12.96%
5-year average return7.59%
Number of years up14
Number of years down6
Best 1-yr total return (3 Feb 2019)50.85%
Worst 1-yr total return (3 Feb 2019)-28.52%
Best 3-yr total return50.85%
Worst 3-yr total return-2.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWSTBXCategory
YTD12.90%12.31%
1-month-0.49%6.23%
3-month-1.59%8.63%
1-year14.54%53.90%
3-year29.03%27.50%
5-year18.82%28.80%
10-year18.14%18.74%
Last bull market21.42%24.03%
Last bear market-20.12%-20.41%

Annual total return (%) history

Year
WSTBXCategory
2021
N/AN/A
2020
34.89%55.91%
2019
48.94%37.49%
2018
-5.90%-3.21%
2017
31.80%35.35%
2016
0.89%10.84%
2015
-3.87%5.21%
2014
3.51%12.55%
2013
50.85%35.45%
2012
25.47%13.08%
2011
-4.99%-7.62%
2010
9.83%20.00%
2009
38.15%61.99%
2008
-28.52%-45.33%
2007
22.37%16.12%
2006
6.39%7.08%
2005
15.37%5.76%
2004
14.78%4.24%
2003
29.81%55.77%
2002
-26.79%-42.86%
2001
-14.76%-36.89%
2000
N/A-31.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.82%8.01%-2.78%N/A
2020-16.55%25.24%9.74%17.61%
201921.75%9.07%-2.28%14.78%
20182.56%6.16%5.77%-18.29%
201710.47%5.22%9.81%3.26%
2016-8.09%-1.58%10.93%0.54%
20154.83%-0.98%-13.10%6.58%
20140.77%4.59%-3.26%1.52%
201312.68%6.16%12.14%12.47%
201219.43%-3.00%6.91%1.30%
201111.08%-3.83%-15.67%5.47%
20101.68%-11.08%11.49%8.95%
20091.27%13.08%13.00%6.77%
2008-8.71%2.38%-10.35%-14.69%
20074.22%7.73%6.75%2.10%
20065.48%-5.43%3.95%2.60%
2005-3.11%6.32%7.20%4.46%
20043.13%2.24%-4.59%14.09%
2003-1.78%10.02%6.40%12.90%
2002-6.63%-15.55%-9.67%2.79%
2001-20.85%7.47%-14.43%17.11%
2000-14.06%N/AN/AN/A

Rank in category (by total return)

YTD74
1-month84
3-month86
1-year80
3-year75
5-year70

Load adjusted returns

1-year29.72%
3-year26.46%
5-year24.20%
10-year17.83%