Ivy Asset Strategy Fund Class A (WASAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.49% | 5.53% | -1.04% |
Year-to-Date | 7.24% | 4.30% | 2.94% |
1 Year | 15.18% | 6.15% | 9.02% |
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%