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Ivy Asset Strategy B (WASBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.55+0.06 (+0.24%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return5.81%
5-year average return-0.42%
Number of years up13
Number of years down7
Best 1-yr total return (3 Feb 2019)40.19%
Worst 1-yr total return (3 Feb 2019)-26.52%
Best 3-yr total return40.19%
Worst 3-yr total return-6.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWASBXCategory
YTD11.95%8.60%
1-month-0.45%0.11%
3-month1.03%4.82%
1-year14.75%25.33%
3-year14.04%8.02%
5-year7.55%8.06%
10-year6.61%6.03%
Last bull market22.77%13.54%
Last bear market-22.35%-13.20%

Annual total return (%) history

Year
WASBXCategory
2021
N/AN/A
2020
12.47%6.18%
2019
20.73%16.10%
2018
-6.20%-8.26%
2017
17.49%14.79%
2016
-6.14%6.04%
2015
-9.11%-4.15%
2014
-5.69%1.54%
2013
23.33%10.07%
2012
18.42%10.74%
2011
-8.39%-3.99%
2010
8.90%10.58%
2009
22.76%24.37%
2008
-26.52%-28.98%
2007
40.19%11.39%
2006
18.81%16.61%
2005
21.20%6.56%
2004
11.97%15.24%
2003
10.38%25.32%
2002
2.20%-2.16%
2001
-11.73%-3.23%
2000
N/A0.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.17%6.08%-0.97%N/A
2020-19.92%17.70%7.07%11.45%
20199.15%4.98%-0.75%6.16%
20180.49%0.52%3.74%-10.49%
20175.17%2.24%4.80%4.26%
2016-5.28%0.51%0.10%-1.51%
20151.35%-1.66%-11.06%2.53%
2014-1.45%0.59%-4.39%-0.49%
20134.26%-1.18%9.46%9.36%
201214.03%-7.09%6.93%4.53%
20113.90%2.49%-19.41%6.75%
20100.42%-8.18%10.21%7.17%
20093.23%2.47%12.53%3.14%
2008-2.71%1.77%-18.45%-9.00%
20073.27%8.26%12.29%11.67%
200611.38%3.41%-2.30%5.58%
20052.10%0.57%14.80%2.82%
20042.97%-3.54%3.72%8.69%
2003-1.23%4.31%0.43%6.68%
20021.88%0.48%-1.71%1.57%
2001-8.21%-1.51%0.57%-2.92%
20004.07%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month51
3-month54
1-year31
3-year14
5-year7

Load adjusted returns

1-year9.07%
3-year11.14%
5-year10.21%
10-year6.20%