Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WASBX (IVY ASSET STRATEGY FUND CLASS B) | NA | 9.13% | 12.61% | 10.14% | 5.80% | 6.08% | 7.74% | … | … |
Data as of 02/14/2022, Common starting date is 11/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WASBX (IVY ASSET STRATEGY FUND CLASS B) | 11/21/2000 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 9.13 | 12.61 | 10.14 | 5.80 | 6.08 | 7.74 | … | … | 0.00 | 11.19 | 12.47 | 20.73 | -6.20 | 17.49 | -6.14 | -9.11 | -5.69 | 23.33 | 18.42 | -8.39 | 8.90 | 22.76 | -26.52 | 40.19 | 18.81 | 21.20 | 11.96 | 10.36 | 1.53 | -14.13 | -13.66 |
| Sharpe Ratio | NA | 1.12 | 0.80 | 0.71 | 0.45 | NA | NA | … | … | 0.00 | 1.24 | 0.52 | 2.37 | -0.61 | 2.66 | -0.82 | -0.77 | -0.55 | 2.16 | 1.38 | -0.33 | 0.60 | 1.35 | -1.48 | 2.81 | 1.28 | 1.75 | 1.13 | 1.63 | 0.07 | -2.12 | -1.27 |
| Standard Deviation(%) | NA | 8.23 | 15.07 | 13.31 | 12.15 | NA | NA | … | … | NA | 9.03 | 23.41 | 8.15 | 12.32 | 6.38 | 7.68 | 11.93 | 10.45 | 10.77 | 13.46 | 25.88 | 14.81 | 16.76 | 18.49 | 13.30 | 12.19 | 10.90 | 9.71 | 5.92 | 6.52 | 7.90 | 63.06 |
| Draw Down(%) | NA | 4.71 | 29.38 | 29.38 | 29.38 | NA | NA | … | … | 0.00 | 4.74 | 29.38 | 4.47 | 15.77 | 2.14 | 7.59 | 16.13 | 12.19 | 8.23 | 11.38 | 24.83 | 14.56 | 8.07 | 36.11 | 9.32 | 14.77 | 9.42 | 10.11 | 4.61 | 8.26 | 15.72 | 18.45 |
| Yield(%) | 0.00 | 0.72 | 3.10 | 5.85 | 5.19 | 5.02 | 6.91 | … | … | 0.00 | 0.74 | 2.35 | 6.26 | 16.09 | 2.71 | 0.00 | 5.61 | 15.73 | 0.01 | 1.63 | 0.42 | 0.00 | 0.00 | 8.53 | 0.66 | 0.90 | 1.02 | 1.01 | 0.19 | 0.00 | 0.75 | 0.00 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| WASBX (IVY ASSET STRATEGY FUND CLASS B) |
-6.99%
Dec 2013 – Dec 2016 |
-2.38%
Dec 2013 – Dec 2018 |
2.16%
Oct 2007 – Oct 2017 |
5.48%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASBX (IVY ASSET STRATEGY FUND CLASS B) |
28.81%
Oct 2004 – Oct 2007 |
20.19%
Oct 2002 – Oct 2007 |
11.58%
Nov 2003 – Nov 2013 |
8.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart