Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WASCX (IVY ASSET STRATEGY FUND CLASS C) | 6.37% | 14.90% | 15.18% | 1.65% | 5.55% | 4.11% | 5.09% | … | … |
Data as of 06/04/2026, Common starting date is 06/16/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WASCX (IVY ASSET STRATEGY FUND CLASS C) | 06/16/1995 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.90 | 15.18 | 1.65 | 5.55 | 4.11 | 5.09 | … | … | 6.37 | 15.68 | 13.12 | 14.62 | -27.51 | 2.54 | 11.24 | 20.89 | -5.98 | 17.53 | -6.15 | -9.05 | -5.62 | 23.41 | 18.44 | -8.40 | 8.95 | 22.84 | -26.54 | 40.28 | 18.89 | 21.63 | 12.05 | 10.55 | 2.11 | -11.93 | 20.51 | 21.22 | 8.64 | 10.82 | 3.93 | 3.00 |
| Sharpe Ratio | NA | 1.33 | 1.14 | -0.05 | 0.28 | NA | NA | … | … | 1.03 | 1.14 | 0.97 | 1.18 | -1.15 | 0.18 | 0.46 | 2.40 | -0.60 | 2.66 | -0.82 | -0.76 | -0.54 | 2.17 | 1.38 | -0.33 | 0.60 | 1.36 | -1.48 | 2.80 | 1.27 | 1.77 | 1.13 | 1.65 | 0.15 | -1.95 | 1.15 | 1.76 | 0.64 | 0.85 | 0.05 | 0.31 |
| Standard Deviation(%) | NA | 10.24 | 10.78 | 15.30 | 14.36 | NA | NA | … | … | 13.78 | 11.30 | 9.74 | 9.37 | 25.17 | 13.81 | 23.59 | 8.11 | 12.33 | 6.38 | 7.73 | 11.91 | 10.46 | 10.78 | 13.44 | 25.84 | 14.79 | 16.76 | 18.51 | 13.32 | 12.22 | 10.91 | 9.78 | 5.95 | 6.50 | 7.47 | 14.12 | 10.12 | 8.14 | 8.36 | 5.88 | 5.83 |
| Draw Down(%) | NA | 9.10 | 11.21 | 35.26 | 35.26 | NA | NA | … | … | 9.10 | 11.21 | 5.97 | 7.27 | 28.33 | 12.58 | 29.42 | 4.43 | 15.58 | 2.17 | 7.63 | 16.15 | 12.20 | 8.19 | 11.37 | 24.81 | 14.58 | 8.04 | 36.09 | 9.34 | 14.79 | 9.15 | 10.11 | 4.61 | 8.05 | 13.67 | 6.08 | 5.46 | 9.84 | 6.77 | 6.44 | 3.62 |
| Yield(%) | 0.00 | 10.04 | 7.94 | 3.71 | 4.98 | 4.54 | 5.06 | … | … | 0.00 | 10.90 | 8.76 | 2.55 | 0.35 | 1.67 | 1.19 | 6.29 | 16.03 | 2.71 | 0.00 | 5.58 | 15.66 | 0.03 | 1.68 | 0.47 | 0.00 | 0.00 | 8.52 | 0.75 | 0.90 | 1.28 | 1.02 | 0.37 | 0.59 | 3.05 | 20.53 | 3.26 | 4.08 | 6.64 | 3.36 | 1.10 |
Data as of 06/04/2026, Common starting date is 06/16/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASCX (IVY ASSET STRATEGY FUND CLASS C) |
-6.95%
Dec 2013 – Dec 2016 |
-2.30%
Dec 2013 – Dec 2018 |
-0.28%
Oct 2013 – Oct 2023 |
1.06%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASCX (IVY ASSET STRATEGY FUND CLASS C) |
29.01%
Oct 2004 – Oct 2007 |
20.35%
Oct 2002 – Oct 2007 |
13.63%
Oct 1997 – Oct 2007 |
10.57%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart