Canada markets open in 1 hour 40 minutes

Delaware Ivy Asset Strategy Fund Cl Y (WASYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
21.93+0.09 (+0.41%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.98%
5-Year Average Return9.50%
Number of Years Up20
Number of Years Down8
Best 1 Yr Total Return (May 30, 2024)24.32%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return24.32%
Worst 3-Yr Total Return-6.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWASYXCategory
YTD5.15%8.60%
1-Month-2.80%0.11%
3-Month3.87%4.82%
1-Year15.12%25.33%
3-Year4.25%8.02%
5-Year7.92%8.06%
10-Year4.66%6.03%
Last Bull Market20.36%13.54%
Last Bear Market-12.34%-13.20%

Annual Total Return (%) History

Year
WASYXCategory
2024
N/AN/A
2023
15.61%N/A
2022
-13.42%N/A
2021
13.80%N/A
2020
13.47%6.18%
2019
21.72%16.10%
2018
-5.45%-8.26%
2017
18.45%14.79%
2016
-5.41%6.04%
2015
-8.43%-4.15%
2014
-5.01%1.54%
2013
24.32%10.07%
2012
19.34%10.74%
2011
-7.67%-3.99%
2010
9.76%10.58%
2009
23.86%24.37%
2008
-25.93%-28.98%
2007
41.28%11.39%
2006
19.84%16.61%
2005
22.28%6.56%
2004
13.04%15.24%
2003
11.49%25.32%
2002
3.19%-2.16%
2001
-10.91%-3.23%
2000
22.04%0.23%
1999
22.03%21.83%
1998
9.37%9.68%
1997
11.85%13.17%
1996
4.80%14.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20234.09%3.43%-2.12%9.70%
2022-5.42%-12.34%-5.30%10.26%
20212.41%6.31%-0.63%5.18%
2020-19.72%17.88%7.31%11.74%
20199.35%5.24%-0.56%6.37%
20180.67%0.71%3.95%-10.28%
20175.38%2.42%4.99%4.53%
2016-5.05%0.62%0.29%-1.28%
20151.53%-1.50%-10.84%2.70%
2014-1.28%0.76%-4.20%-0.32%
20134.47%-1.00%9.66%9.61%
201214.30%-6.90%7.08%4.73%
20114.13%2.67%-19.24%6.94%
20100.63%-7.97%10.45%7.31%
20093.43%2.67%12.85%3.36%
2008-2.55%1.95%-18.26%-8.78%
20073.45%8.47%12.51%11.90%
200611.65%3.58%-2.10%5.86%
20052.30%0.84%15.06%3.01%
20043.21%-3.32%3.96%8.97%
2003-0.97%4.55%0.60%7.04%
20022.12%0.71%-1.47%1.84%
2001-7.98%-1.40%0.83%-2.63%
200015.88%-0.13%1.03%4.38%
19990.64%5.33%-0.35%15.52%
19987.31%3.71%-2.75%1.05%
1997-4.77%11.39%5.56%-0.12%
1996-0.25%2.20%-1.00%3.85%

Rank In Category (By Total Return)

YTD4
1-Month54
3-Month10
1-Year3
3-Year11
5-Year2

Load Adjusted Returns

1-Year15.12%
3-Year4.25%
5-Year7.92%
10-Year4.66%