Nasdaq - Delayed Quote • USD
Delaware Ivy Asset Strategy Fund Class B (WASBX)
At close: November 8 at 8:01 PM EST
Performance Overview
| Morningstar Return Rating | 4 |
| YTD Return | 5.81% |
| 5y Average Return | -0.42% |
| Number of Years Up | 13 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Feb 4, 2019) | 40.19% |
| Worst 1Y Total Return (Feb 4, 2019) | -26.52% |
| Best 3Y Total Return | 40.19% |
| Worst 3Y Total Return | -6.99% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WASBX
Category
- YTD
- 11.95%
- 8.60%
- 1-Month
- -0.45%
- 0.11%
- 3-Month
- 1.03%
- 4.82%
- 1-Year
- 14.75%
- 25.33%
- 3-Year
- 14.04%
- 8.02%
- 5-Year
- 7.55%
- 8.06%
- 10-Year
- 6.61%
- 6.03%
- Last Bull Market
- 22.77%
- 13.54%
- Last Bear Market
- -22.35%
- -13.20%
Annual Total Return (%) History
Year
WASBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 2.17% | 6.08% | -0.97% | -- |
| 2020 | -19.92% | 17.70% | 7.07% | 11.45% |
| 2019 | 9.15% | 4.98% | -0.75% | 6.16% |
| 2018 | 0.49% | 0.52% | 3.74% | -10.49% |
| 2017 | 5.17% | 2.24% | 4.80% | 4.26% |
| 2016 | -5.28% | 0.51% | 0.10% | -1.51% |
| 2015 | 1.35% | -1.66% | -11.06% | 2.53% |
| 2014 | -1.45% | 0.59% | -4.39% | -0.49% |
| 2013 | 4.26% | -1.18% | 9.46% | 9.36% |
| 2012 | 14.03% | -7.09% | 6.93% | 4.53% |
| 2011 | 3.90% | 2.49% | -19.41% | 6.75% |
| 2010 | 0.42% | -8.18% | 10.21% | 7.17% |
| 2009 | 3.23% | 2.47% | 12.53% | 3.14% |
| 2008 | -2.71% | 1.77% | -18.45% | -9.00% |
| 2007 | 3.27% | 8.26% | 12.29% | 11.67% |
| 2006 | 11.38% | 3.41% | -2.30% | 5.58% |
| 2005 | 2.10% | 0.57% | 14.80% | 2.82% |
| 2004 | 2.97% | -3.54% | 3.72% | 8.69% |
| 2003 | -1.23% | 4.31% | 0.43% | 6.68% |
| 2002 | 1.88% | 0.48% | -1.71% | 1.57% |
| 2001 | -8.21% | -1.51% | 0.57% | -2.92% |
| 2000 | 4.07% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 33 |
| 1-Month | 51 |
| 3-Month | 54 |
| 1-Year | 31 |
| 3-Year | 14 |
| 5-Year | 7 |
Load Adjusted Returns
| 1-Year | 9.07% |
| 3-Year | 11.14% |
| 5-Year | 10.21% |
| 10-Year | 6.20% |
Performance & Risk
| YTD Return | 5.81% |
| 5y Average Return | -0.42% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.38 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Allocation |
| Fund Family | Delaware Funds by Macquarie |
| Net Assets | 2.61B |
| YTD Return | 11.95% |
| Yield | 1.20% |
| Morningstar Rating | |
| Inception Date | Jul 03, 2000 |
Fund Summary
The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. It may invest in U.S. and foreign securities. The fund generally will invest at least 30% of its assets, and may invest up to 75%, in foreign securities and in securities denominated in currencies other than the U.S. dollar, including issuers located in and/or generating revenue from emerging markets.
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