Delaware Ivy Asset Strategy Fund (WASCX) Alternatives
Delaware Ivy Asset Strategy Fund (WASCX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WASCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WASCX
WASCX charges 2.18% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among WASCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | WASCX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | WASCX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | WASCX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | WASCX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | WASCX vs JNSMX |
Best Risk-Adjusted Alternatives to WASCX
Among mutual funds in the Global Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | WASCX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | WASCX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | WASCX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | WASCX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | WASCX vs GIMFX |
Top Performing WASCX Alternatives (YTD)
WASCX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | WASCX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | WASCX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | WASCX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | WASCX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | WASCX vs PDRDX |
Lowest Volatility Alternatives to WASCX
WASCX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | WASCX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | WASCX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | WASCX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | WASCX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | WASCX vs NRIIX |
Lowest Drawdown Alternatives to WASCX
WASCX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | WASCX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | WASCX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | WASCX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | WASCX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | WASCX vs PDSYX |
Other Mutual Funds from Ivy Funds
Most popular Ivy Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 71 | -6.70% | Jul 30, 1997 | WASCX vs WSTCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 33 | -5.99% | Sep 21, 1992 | WASCX vs WRGCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 41 | -2.61% | Jul 31, 1997 | WASCX vs WRHIX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 20 | -8.20% | Sep 21, 1992 | WASCX vs WTRCX | |
| Delaware Ivy Energy Fund | Energy Equities | 96 | 12.70% | Apr 2, 2006 | WASCX vs IEYYX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 63 | -0.52% | Apr 3, 2008 | WASCX vs IVSIX |
Often Compared With WASCX
What investors most often compare with WASCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Triton Fund | Small Cap Growth Equities | 23 | -5.08% | Feb 25, 2005 | WASCX vs JANIX | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | WASCX vs SPYG | |
| SPDR Portfolio MSCI Global Stock Market ETF | Global Equities | 80 | -1.30% | Feb 27, 2012 | WASCX vs SPGM | |
| iShares Core Aggressive Allocation ETF | Diversified Portfolio | 79 | -1.19% | Nov 4, 2008 | WASCX vs AOA |
Compare WASCX with Any Fund or Stock
Compare WASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.