Nasdaq - Delayed Quote USD

Delaware Ivy Asset Strategy Fund Cl Y (WASYX)

22.72 -0.25 (-1.09%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 15.98%
5y Average Return 9.09%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Nov 6, 2024) 24.32%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 24.32%
Worst 3Y Total Return -6.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WASYX
Category
YTD
14.02%
8.60%
1-Month
-1.52%
0.11%
3-Month
1.29%
4.82%
1-Year
26.85%
25.33%
3-Year
4.83%
8.02%
5-Year
8.91%
8.06%
10-Year
5.52%
6.03%
Last Bull Market
20.36%
13.54%
Last Bear Market
-12.34%
-13.20%

Annual Total Return (%) History

Year
WASYX
Category
2024
--
--
2023
15.61%
--
2022
-13.42%
--
2021
13.80%
--
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
2024 8.18% 2.43% 4.48% --
2023 4.09% 3.43% -2.12% 9.70%
2022 -5.42% -12.34% -5.30% 10.26%
2021 2.41% 6.31% -0.63% 5.18%
2020 -19.72% 17.88% 7.31% 11.74%
2019 9.35% 5.24% -0.56% 6.37%
2018 0.67% 0.71% 3.95% -10.28%
2017 5.38% 2.42% 4.99% 4.53%
2016 -5.05% 0.62% 0.29% -1.28%
2015 1.53% -1.50% -10.84% 2.70%

2014 -1.28% 0.76% -4.20% -0.32%
2013 4.47% -1.00% 9.66% 9.61%
2012 14.30% -6.90% 7.08% 4.73%
2011 4.13% 2.67% -19.24% 6.94%
2010 0.63% -7.97% 10.45% 7.31%
2009 3.43% 2.67% 12.85% 3.36%
2008 -2.55% 1.95% -18.26% -8.78%
2007 3.45% 8.47% 12.51% 11.90%
2006 11.65% 3.58% -2.10% 5.86%
2005 2.30% 0.84% 15.06% 3.01%
2004 3.21% -3.32% 3.96% 8.97%
2003 -0.97% 4.55% 0.60% 7.04%
2002 2.12% 0.71% -1.47% 1.84%
2001 -7.98% -1.40% 0.83% -2.63%
2000 15.88% -0.13% 1.03% 4.38%
1999 0.64% 5.33% -0.35% 15.52%
1998 7.31% 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)

YTD 5
1-Month 15
3-Month 36
1-Year 7
3-Year 17
5-Year 3

Load Adjusted Returns

1-Year 26.85%
3-Year 4.83%
5-Year 8.91%
10-Year 5.52%

Performance & Risk

YTD Return 15.98%
5y Average Return 9.09%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Delaware Funds by Macquarie
Net Assets 1.8B
YTD Return 14.02%
Yield 2.59%
Morningstar Rating
Inception Date Jul 31, 2008

Fund Summary

The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The fund’s investment manager primarily invests a portion of the fund’s assets in global equity securities that the manager believes can outperform the fund’s benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses (the Equity portion).

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