Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IASRX (IVY ASSET STRATEGY FUND CLASS R) | 4.21% | 12.94% | 14.87% | 2.10% | 6.00% | 4.53% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IASRX (IVY ASSET STRATEGY FUND CLASS R) | 08/04/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 12.94 | 14.87 | 2.10 | 6.00 | 4.53 | NA | … | … | 4.21 | 16.24 | 13.67 | 15.24 | -26.11 | 3.47 | 11.83 | 21.40 | -5.63 | 18.04 | -5.79 | -8.70 | -5.37 | 23.87 | 18.87 | -8.01 | 9.43 | 23.16 | -31.68 |
| Sharpe Ratio | NA | 1.40 | 1.19 | 0.01 | 0.33 | NA | NA | … | … | 1.10 | 1.19 | 1.03 | 1.25 | -1.14 | 0.26 | 0.49 | 2.45 | -0.57 | 2.73 | -0.77 | -0.73 | -0.51 | 2.21 | 1.41 | -0.31 | 0.63 | 1.37 | -1.90 |
| Standard Deviation(%) | NA | 10.19 | 10.75 | 14.93 | 14.17 | NA | NA | … | … | 13.69 | 11.27 | 9.74 | 9.36 | 24.34 | 13.37 | 23.62 | 8.14 | 12.32 | 6.40 | 7.77 | 11.92 | 10.48 | 10.77 | 13.48 | 25.90 | 14.80 | 16.78 | 31.92 |
| Draw Down(%) | NA | 8.95 | 11.12 | 33.60 | 33.60 | NA | NA | … | … | 8.95 | 11.12 | 5.90 | 7.12 | 26.96 | 12.04 | 29.37 | 4.39 | 15.27 | 2.12 | 7.31 | 16.02 | 12.03 | 8.21 | 11.29 | 24.80 | 14.56 | 7.98 | 33.72 |
| Yield(%) | 0.00 | 9.61 | 7.79 | 3.84 | 5.15 | 4.71 | 3.39 | … | … | 0.16 | 10.35 | 8.48 | 2.85 | 0.65 | 1.95 | 1.48 | 6.38 | 15.68 | 2.90 | 0.00 | 5.41 | 15.40 | 0.28 | 2.29 | 0.84 | 0.12 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IASRX (IVY ASSET STRATEGY FUND CLASS R) |
-6.63%
Dec 2013 – Dec 2016 |
-1.94%
Dec 2013 – Dec 2018 |
0.33%
Oct 2013 – Oct 2023 |
2.49%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IASRX (IVY ASSET STRATEGY FUND CLASS R) |
16.51%
May 2023 – May 2026 |
13.38%
Feb 2009 – Feb 2014 |
7.64%
Sep 2011 – Sep 2021 |
5.30%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart