Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WASAX (IVY ASSET STRATEGY FUND CLASS A) | 6.06% | 15.83% | 15.80% | 2.95% | 6.57% | 4.92% | 5.97% | … | … |
Data as of 06/03/2026, Common starting date is 11/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WASAX (IVY ASSET STRATEGY FUND CLASS A) | 11/21/2000 | 06/03/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 15.83 | 15.80 | 2.95 | 6.57 | 4.92 | 5.97 | … | … | 6.06 | 16.57 | 13.90 | 15.61 | -25.71 | 4.08 | 12.23 | 21.69 | -5.34 | 18.35 | -5.42 | -8.41 | -4.99 | 24.33 | 19.33 | -7.72 | 9.77 | 23.81 | -26.00 | 41.31 | 19.78 | 22.28 | 12.92 | 11.15 | 1.52 | -13.77 | -13.82 |
| Sharpe Ratio | NA | 1.40 | 1.20 | 0.04 | 0.36 | NA | NA | … | … | 1.07 | 1.22 | 1.04 | 1.28 | -1.13 | 0.30 | 0.51 | 2.48 | -0.55 | 2.79 | -0.73 | -0.71 | -0.48 | 2.25 | 1.44 | -0.30 | 0.65 | 1.41 | -1.45 | 2.88 | 1.35 | 1.83 | 1.22 | 1.76 | 0.06 | -2.04 | -1.26 |
| Standard Deviation(%) | NA | 10.23 | 10.82 | 14.90 | 14.15 | NA | NA | … | … | 13.76 | 11.28 | 9.93 | 9.39 | 24.18 | 13.29 | 23.59 | 8.14 | 12.30 | 6.38 | 7.69 | 11.94 | 10.44 | 10.78 | 13.46 | 25.86 | 14.83 | 16.77 | 18.53 | 13.33 | 12.20 | 10.92 | 9.76 | 5.94 | 6.64 | 8.09 | 64.08 |
| Draw Down(%) | NA | 9.16 | 11.09 | 33.09 | 33.09 | NA | NA | … | … | 9.16 | 11.09 | 5.91 | 7.08 | 26.53 | 11.87 | 29.36 | 4.42 | 15.02 | 2.09 | 7.11 | 15.92 | 11.82 | 8.14 | 11.22 | 24.74 | 14.55 | 8.01 | 35.65 | 9.27 | 14.75 | 9.23 | 10.01 | 4.53 | 8.33 | 15.50 | 18.71 |
| Yield(%) | 0.00 | 9.47 | 7.81 | 4.00 | 5.38 | 4.88 | 5.66 | … | … | 0.00 | 10.37 | 8.57 | 3.04 | 0.92 | 2.30 | 1.78 | 6.62 | 15.83 | 3.31 | 0.00 | 5.60 | 15.53 | 0.56 | 2.94 | 1.13 | 0.20 | 0.50 | 8.71 | 2.07 | 1.00 | 1.27 | 1.43 | 0.96 | 0.00 | 1.14 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASAX (IVY ASSET STRATEGY FUND CLASS A) |
-6.28%
Dec 2013 – Dec 2016 |
-1.61%
Dec 2013 – Dec 2018 |
0.71%
Oct 2013 – Oct 2023 |
1.97%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASAX (IVY ASSET STRATEGY FUND CLASS A) |
29.87%
Oct 2004 – Oct 2007 |
21.14%
Feb 2003 – Feb 2008 |
12.47%
Nov 2003 – Nov 2013 |
9.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart