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Delaware Ivy Asset Strategy Fund Cl A (WASAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.02+0.01 (+0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.92%
5-year average return9.32%
Number of years up15
Number of years down8
Best 1-yr total return (16 May 2024)24.32%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return24.32%
Worst 3-yr total return-6.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWASAXCategory
YTD5.12%8.60%
1-month-2.77%0.11%
3-month3.89%4.82%
1-year15.14%25.33%
3-year4.24%8.02%
5-year7.91%8.06%
10-year4.64%6.03%
Last bull market20.29%13.54%
Last bear market-12.35%-13.20%

Annual total return (%) history

Year
WASAXCategory
2024
N/AN/A
2023
15.61%N/A
2022
-13.46%N/A
2021
13.80%N/A
2020
13.46%6.18%
2019
21.69%16.10%
2018
-5.49%-8.26%
2017
18.37%14.79%
2016
-5.42%6.04%
2015
-8.41%-4.15%
2014
-5.02%1.54%
2013
24.32%10.07%
2012
19.33%10.74%
2011
-7.68%-3.99%
2010
9.77%10.58%
2009
23.81%24.37%
2008
-25.90%-28.98%
2007
41.31%11.39%
2006
19.78%16.61%
2005
22.28%6.56%
2004
12.92%15.24%
2003
11.43%25.32%
2002
3.09%-2.16%
2001
-10.98%-3.23%
2000
N/A0.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.12%N/AN/AN/A
20234.05%3.44%-2.13%9.76%
2022-5.43%-12.35%-5.27%10.22%
20212.42%6.29%-0.59%5.15%
2020-19.74%17.88%7.34%11.73%
20199.36%5.19%-0.56%6.38%
20180.67%0.70%3.95%-10.31%
20175.35%2.38%5.00%4.52%
2016-5.06%0.62%0.29%-1.28%
20151.57%-1.51%-10.86%2.71%
2014-1.28%0.76%-4.21%-0.32%
20134.48%-1.00%9.68%9.59%
201214.29%-6.88%7.05%4.74%
20114.14%2.64%-19.20%6.90%
20100.63%-7.98%10.42%7.36%
20093.43%2.68%12.82%3.34%
2008-2.49%1.96%-18.24%-8.84%
20073.46%8.48%12.56%11.86%
200611.60%3.57%-2.11%5.86%
20052.30%0.84%15.00%3.07%
20043.13%-3.36%3.96%8.98%
2003-0.99%4.53%0.60%7.02%
20022.08%0.68%-1.57%1.91%
2001-7.98%-1.40%0.78%-2.65%
20004.37%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month52
3-month10
1-year3
3-year11
5-year3

Load adjusted returns

1-year8.52%
3-year2.20%
5-year6.64%
10-year4.02%