Ivy Asset Strategy Fund Class A (WASAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.48% | 3.51% | 0.97% |
Year-to-Date | 4.07% | 0.17% | 3.89% |
1 Year | 10.94% | 2.44% | 8.50% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
23%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 23% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.96%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,210
Real cost (fees + lost compounding)
$1,498
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-2.79%