Nasdaq - Delayed Quote USD

Delaware Ivy Asset Strategy Fund Cl C (WASCX)

19.19 +0.21 (+1.11%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.06%
5y Average Return 7.30%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (Apr 26, 2024) 23.41%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 23.41%
Worst 3Y Total Return -6.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WASCX
Category
YTD
7.99%
8.60%
1-Month
2.48%
0.11%
3-Month
7.99%
4.82%
1-Year
19.26%
25.33%
3-Year
5.41%
8.02%
5-Year
8.33%
8.06%
10-Year
3.92%
6.03%
Last Bull Market
27.93%
13.54%
Last Bear Market
-12.57%
-13.20%

Annual Total Return (%) History

Year
WASCX
Category
2024
--
--
2023
14.62%
--
2022
-14.32%
--
2021
12.90%
--
2020
12.55%
6.18%
2019
20.86%
16.10%
2018
-6.14%
-8.26%
2017
17.54%
14.79%

2016
-6.15%
6.04%
2015
-9.05%
-4.15%
2014
-5.66%
1.54%
2013
23.41%
10.07%
2012
18.45%
10.74%
2011
-8.38%
-3.99%
2010
8.95%
10.58%
2009
22.84%
24.37%
2008
-26.44%
-28.98%
2007
40.28%
11.39%
2006
18.89%
16.61%
2005
21.37%
6.56%
2004
12.05%
15.24%
2003
10.55%
25.32%
2002
2.30%
-2.16%
2001
-11.74%
-3.23%
2000
20.66%
0.23%
1999
21.21%
21.83%
1998
8.64%
9.68%
1997
10.82%
13.17%
1996
3.93%
14.59%
1995
--
16.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.99% -- -- --
2023 3.79% 3.24% -2.30% 9.48%
2022 -5.60% -12.57% -5.48% 9.83%
2021 2.24% 6.12% -0.82% 4.92%
2020 -19.92% 17.66% 7.15% 11.48%
2019 9.19% 5.00% -0.72% 6.17%
2018 0.49% 0.51% 3.82% -10.49%
2017 5.18% 2.22% 4.82% 4.30%
2016 -5.29% 0.45% 0.10% -1.45%
2015 1.34% -1.69% -11.00% 2.56%

2014 -1.45% 0.62% -4.40% -0.48%
2013 4.32% -1.18% 9.45% 9.37%
2012 14.05% -7.05% 6.89% 4.53%
2011 3.92% 2.47% -19.39% 6.73%
2010 0.41% -8.14% 10.20% 7.18%
2009 3.21% 2.46% 12.59% 3.17%
2008 -2.70% 1.80% -18.43% -8.95%
2007 3.26% 8.29% 12.35% 11.67%
2006 11.42% 3.40% -2.30% 5.63%
2005 2.10% 0.64% 14.85% 2.85%
2004 2.97% -3.54% 3.72% 8.77%
2003 -1.19% 4.34% 0.52% 6.68%
2002 1.89% 0.49% -1.68% 1.62%
2001 -8.25% -1.51% 0.60% -2.90%
2000 15.50% -0.33% 0.59% 4.20%
1999 0.36% 5.18% -0.60% 15.52%
1998 7.11% 3.69% -2.96% 0.81%
1997 -4.97% 11.10% 5.30% -0.32%
1996 -0.39% 1.87% -1.16% 3.63%
1995 3.99% -1.05% -- --

Rank in Category (By Total Return)

YTD 4
1-Month 68
3-Month 4
1-Year 4
3-Year 14
5-Year 9

Load Adjusted Returns

1-Year 18.26%
3-Year 5.41%
5-Year 8.33%
10-Year 3.92%

Performance & Risk

YTD Return 6.06%
5y Average Return 7.30%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Delaware Funds by Macquarie
Net Assets 1.85B
YTD Return 7.99%
Yield 2.53%
Morningstar Rating
Inception Date Apr 02, 2007

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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