WASCX vs. JANIX

Last updated Apr 1, 2026

Compare and contrast key facts about Delaware Ivy Asset Strategy Fund (WASCX) and Janus Henderson Triton Fund (JANIX).

WASCX is managed by Ivy Funds. It was launched on Apr 19, 1995. JANIX is managed by Janus Henderson. It was launched on Feb 25, 2005.

Performance

WASCX vs. JANIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Ivy Asset Strategy Fund (WASCX) and Janus Henderson Triton Fund (JANIX). The values are adjusted to include any dividend payments, if applicable.

WASCX vs. JANIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WASCX Delaware Ivy Asset Strategy Fund	-4.73%	16.07%	13.12%	14.62%	-14.57%	12.88%	12.53%	20.90%	-5.98%	17.53%
JANIX Janus Henderson Triton Fund	-5.08%	9.66%	10.40%	14.68%	-23.65%	6.76%	28.56%	28.42%	-5.15%	27.01%

Returns By Period

In the year-to-date period, WASCX achieves a -4.73% return, which is significantly higher than JANIX's -5.08% return. Over the past 10 years, WASCX has underperformed JANIX with an annualized return of 7.48%, while JANIX has yielded a comparatively higher 8.94% annualized return.

WASCX

• 1D: 0.00%
• 1M: -8.71%
• YTD: -4.73%
• 6M: -3.15%
• 1Y: 9.67%
• 3Y*: 11.37%
• 5Y*: 6.22%
• 10Y*: 7.48%

JANIX

• 1D: -1.03%
• 1M: -9.04%
• YTD: -5.08%
• 6M: -0.60%
• 1Y: 11.78%
• 3Y*: 7.38%
• 5Y*: 1.33%
• 10Y*: 8.94%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WASCX vs. JANIX - Expense Ratio Comparison

WASCX has a 2.18% expense ratio, which is higher than JANIX's 0.78% expense ratio.

WASCX

Delaware Ivy Asset Strategy Fund

JANIX

Janus Henderson Triton Fund

Return for Risk

WASCX vs. JANIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WASCX

WASCX Risk / Return Rank: 36
WASCX Sharpe Ratio Rank: 37
WASCX Sortino Ratio Rank: 36
WASCX Omega Ratio Rank: 37
WASCX Calmar Ratio Rank: 34
WASCX Martin Ratio Rank: 38

JANIX

JANIX Risk / Return Rank: 23
JANIX Sharpe Ratio Rank: 22
JANIX Sortino Ratio Rank: 23
JANIX Omega Ratio Rank: 20
JANIX Calmar Ratio Rank: 23
JANIX Martin Ratio Rank: 26

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WASCX vs. JANIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Asset Strategy Fund (WASCX) and Janus Henderson Triton Fund (JANIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	WASCX	JANIX	Difference
Sharpe ratio Return per unit of total volatility	0.81	0.54	+0.27
Sortino ratio Return per unit of downside risk	1.20	0.91	+0.29
Omega ratio Gain probability vs. loss probability	1.18	1.12	+0.06
Calmar ratio Return relative to maximum drawdown	0.94	0.67	+0.27
Martin ratio Return relative to average drawdown	3.99	2.82	+1.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WASCX vs. JANIX - Sharpe Ratio Comparison

The current WASCX Sharpe Ratio is 0.81, which is higher than the JANIX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of WASCX and JANIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WASCX	JANIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.81	0.54	+0.27
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.36	0.07	+0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	0.44	+0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.45	+0.06

Correlation

The correlation between WASCX and JANIX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

WASCX vs. JANIX - Dividend Comparison

WASCX's dividend yield for the trailing twelve months is around 11.23%, less than JANIX's 11.83% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WASCX Delaware Ivy Asset Strategy Fund	11.23%	10.75%	8.30%	2.28%	18.75%	11.68%	2.22%	5.49%	20.62%	2.37%	0.00%	6.52%
JANIX Janus Henderson Triton Fund	11.83%	11.23%	7.57%	7.15%	6.24%	20.40%	4.12%	4.26%	7.50%	5.08%	2.74%	7.76%

Drawdowns

WASCX vs. JANIX - Drawdown Comparison

The maximum WASCX drawdown since its inception was -36.09%, smaller than the maximum JANIX drawdown of -62.76%. Use the drawdown chart below to compare losses from any high point for WASCX and JANIX.

Drawdown Indicators

	WASCX	JANIX	Difference
Max Drawdown Largest peak-to-trough decline	-36.09%	-62.76%	+26.67%
Max Drawdown (1Y) Largest decline over 1 year	-9.02%	-13.22%	+4.20%
Max Drawdown (5Y) Largest decline over 5 years	-28.99%	-31.80%	+2.81%
Max Drawdown (10Y) Largest decline over 10 years	-29.42%	-39.70%	+10.28%
Current Drawdown Current decline from peak	-9.02%	-11.05%	+2.03%
Average Drawdown Average peak-to-trough decline	-7.50%	-10.10%	+2.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.13%	3.14%	-1.01%

Volatility

WASCX vs. JANIX - Volatility Comparison

The current volatility for Delaware Ivy Asset Strategy Fund (WASCX) is 4.72%, while Janus Henderson Triton Fund (JANIX) has a volatility of 6.07%. This indicates that WASCX experiences smaller price fluctuations and is considered to be less risky than JANIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WASCX	JANIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.72%	6.07%	-1.35%
Volatility (6M) Calculated over the trailing 6-month period	7.74%	11.33%	-3.59%
Volatility (1Y) Calculated over the trailing 1-year period	12.02%	20.13%	-8.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.58%	19.45%	-1.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.50%	20.50%	-5.00%