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Friday, December 11, 2009, 5:59PM ET - U.S. Markets Closed. Dow  0.63% Nasdaq  0.03%

Ivy Asset Strategy A (WASAX)

On Dec 11: 22.13   0.02 (0.09%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: High Year to Date Return: 22.86% 5-Year Average Return: 13.79% Number of Years Up: 4 Number of Years Down: 1 Best 1-Yr Total Return (2007): 41.31% Worst 1-Yr Total Return (2008): -25.90% Best 3-Yr Total Return (2005-7): 27.44% Worst 3-Yr Total Return (2006-8): 7.84% LOAD ADJUSTED RETURNS   1-Year: 2.94% 3-Year: 7.77% 5-Year: 13.55% 10-Year: 10.82%
TRAILING RETURNS (%) VS. BENCHMARKS   Return WASAX Category Diff Index* Diff Year To Date 22.86 23.53 -0.67 N/A N/A 1-Month 5.31 3.25 2.06 N/A N/A 3-Month 8.29 6.12 2.17 N/A N/A 1-Year 28.71 29.33 -0.62 N/A N/A 3-Year 8.89 -0.02 8.91 N/A N/A 5-Year 13.79 5.42 8.37 N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 20.81 31.76 -10.95 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) -8.01 -4.11 -3.9 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year WASAX Category Diff 2009 N/A N/A N/A 2008 -25.90 -28.98 3.08 2007 41.31 11.39 29.92 2006 19.78 16.61 3.17 2005 22.28 6.56 15.72 2004 12.92 15.24 -2.32 2003 11.43 25.32 -13.89 2002 3.09 -2.16 5.25 2001 -10.98 -3.23 -7.75 2000 N/A 0.23 N/A 1999 N/A 21.83 N/A PAST QUARTERLY RETURNS (%) FOR WASAX   Q1 Q2 Q3 Q4 2009 3.43 2.68 12.82 N/A 2008 -2.49 1.96 -18.24 -8.84 2007 3.46 8.48 12.56 11.86 2006 11.60 3.57 -2.11 5.86 2005 2.30 0.84 15.00 3.07 2004 3.13 -3.36 3.96 8.98 2003 -0.99 4.53 0.60 7.02 2002 2.08 0.68 -1.57 1.91 2001 -7.98 -1.40 0.78 -2.65 2000 N/A N/A N/A 4.37 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 137 260 52.69 1-Month 291 307 94.79 3-Month 161 305 52.79 6-Month 213 296 71.96 1-Year 125 234 53.42 3-Year 4 130 3.08 5-Year 3 86 3.49
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