Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WASYX (IVY ASSET STRATEGY FUND CLASS Y) 3.46% 2.75% 4.18% 4.97% 2.53% 4.53% 6.54% 6.58%
More Performance Analytics Comparison
Name Start Date End Date
WASYX (IVY ASSET STRATEGY FUND CLASS Y) 12/04/1995 05/09/2025
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/04/1995.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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 (%) 0.09 2.75 4.18 4.97 2.53 4.53 6.54 6.58 3.46 7.69 15.60 -25.64 4.11 12.24 21.72 -5.31 18.44 -5.41 -8.43 -4.97 24.32 19.34 -7.70 9.76 23.86 -26.03 41.28 19.84 22.28 13.03 11.49 2.78 -11.13 22.04 17.61 4.48 4.18 0.49 -2.01
Sharpe Ratio NA -0.25 -0.01 0.15 0.06 NA NA 0.36 0.43 0.10 1.22 -1.12 0.31 0.51 2.51 -0.54 2.80 -0.73 -0.71 -0.48 2.25 1.44 -0.30 0.65 1.42 -1.45 2.89 1.36 1.84 1.24 1.82 0.26 -1.82 1.27 1.40 0.13 0.07 -0.45 -3.04
Standard Deviation(%) NA 14.09 16.36 15.43 14.33 NA NA 13.32 16.50 11.54 9.38 24.18 13.27 23.58 8.09 12.33 6.39 7.72 11.92 10.47 10.78 13.48 25.86 14.78 16.77 18.51 13.31 12.21 10.91 9.73 5.95 6.48 7.51 14.14 10.25 8.64 9.80 6.67 9.32
Draw Down(%) NA 14.98 17.78 33.00 33.00 NA NA 35.69 11.33 8.85 7.10 26.48 11.83 29.35 4.41 15.00 2.13 7.09 15.89 11.80 8.16 11.21 24.71 14.53 7.99 35.69 9.27 14.73 9.29 10.08 4.53 7.92 13.12 6.00 5.77 9.99 8.73 6.88 3.92
Yield(%) 0.00 1.31 1.90 2.22 3.55 4.76 6.68 7.45 0.00 2.16 3.04 0.94 2.29 1.78 6.65 15.81 3.38 0.00 5.59 15.50 0.56 2.93 1.13 0.21 0.54 8.67 1.98 1.01 1.29 1.46 1.27 1.25 3.79 21.85 0.00 0.00 0.00 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WASYX (IVY ASSET STRATEGY FUND CLASS Y) -6.28%
Dec 2013 - Dec 2016 		-1.59%
Dec 2013 - Dec 2018 		0.74%
Oct 2013 - Oct 2023 		1.99%
Dec 2007 - Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WASYX (IVY ASSET STRATEGY FUND CLASS Y) 29.91%
Oct 2004 - Oct 2007 		21.24%
Feb 2003 - Feb 2008 		13.58%
Dec 1997 - Dec 2007 		11.16%
Feb 1999 - Feb 2014
Annualized Rolling Returns Comparison Chart