Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IASTX (IVY ASSET STRATEGY FUND CLASS N) | 6.97% | 16.22% | 16.45% | 8.36% | 9.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IASTX (IVY ASSET STRATEGY FUND CLASS N) | 08/01/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.22 | 16.45 | 8.36 | 9.72 | NA | NA | … | … | 6.97 | 16.92 | 14.30 | 15.96 | -13.36 | 14.21 | 13.82 | 22.33 | -5.00 | 18.87 | -5.09 | -8.01 | -3.07 |
| Sharpe Ratio | NA | 1.48 | 1.26 | 0.38 | 0.56 | NA | NA | … | … | 1.16 | 1.25 | 1.09 | 1.32 | -0.52 | 1.51 | 0.57 | 2.57 | -0.52 | 2.85 | -0.68 | -0.68 | -0.67 |
| Standard Deviation(%) | NA | 10.19 | 10.77 | 15.70 | 14.57 | NA | NA | … | … | 13.72 | 11.28 | 9.78 | 9.39 | 28.33 | 9.38 | 23.57 | 8.11 | 12.34 | 6.41 | 7.77 | 11.91 | 10.73 |
| Draw Down(%) | NA | 8.93 | 11.03 | 21.78 | 29.35 | NA | NA | … | … | 8.93 | 11.03 | 5.93 | 6.98 | 21.50 | 4.53 | 29.35 | 4.39 | 14.74 | 2.10 | 7.07 | 15.79 | 9.00 |
| Yield(%) | 0.00 | 9.68 | 8.06 | 8.13 | 8.25 | 5.10 | 3.83 | … | … | 0.29 | 10.42 | 8.71 | 3.30 | 13.14 | 11.90 | 3.24 | 6.91 | 16.02 | 4.04 | 0.00 | 5.88 | 15.81 |
Data as of 06/04/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IASTX (IVY ASSET STRATEGY FUND CLASS N) |
-0.34%
Sep 2014 – Sep 2017 |
-0.97%
Mar 2015 – Mar 2020 |
5.88%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IASTX (IVY ASSET STRATEGY FUND CLASS N) |
18.71%
Sep 2022 – Sep 2025 |
13.44%
Mar 2020 – Mar 2025 |
9.83%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart