WASCX vs. WMRIX
WASCX (Delaware Ivy Asset Strategy Fund) and WMRIX (Wilmington Real Asset Fund) are both Global Allocation funds. Over the past 10 years, WASCX returned 8.30%/yr vs 5.53%/yr for WMRIX. Their 0.60 correlation means they have sometimes moved together and sometimes differently. WASCX charges 2.18%/yr vs 0.64%/yr for WMRIX.
Performance
WASCX vs. WMRIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WASCX achieves a 5.26% return, which is significantly lower than WMRIX's 17.01% return. Over the past 10 years, WASCX has outperformed WMRIX with an annualized return of 8.30%, while WMRIX has yielded a comparatively lower 5.53% annualized return.
WASCX
- 1D
- 1.42%
- 1M
- -0.77%
- 6M
- 2.69%
- YTD
- 5.26%
- 1Y
- 11.82%
- 3Y*
- 12.93%
- 5Y*
- 6.83%
- 10Y*
- 8.30%
- ALL TIME*
- 7.26%
WMRIX
- 1D
- -0.12%
- 1M
- 4.19%
- 6M
- 9.61%
- YTD
- 17.01%
- 1Y
- 25.22%
- 3Y*
- 10.64%
- 5Y*
- 5.55%
- 10Y*
- 5.53%
- ALL TIME*
- 6.48%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WASCX vs. WMRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WASCX Delaware Ivy Asset Strategy Fund | 5.26% | 16.07% | 13.12% | 14.62% | -14.57% | 12.88% | 12.53% | 20.90% | -5.98% | 17.53% |
WMRIX Wilmington Real Asset Fund | 17.01% | 12.79% | 2.57% | 1.12% | -8.03% | 21.49% | -2.19% | 16.85% | -7.21% | 11.81% |
Correlation
The correlation between WASCX and WMRIX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2003 | 0.60 |
Over the past year, the correlation between WASCX and WMRIX has dropped to 0.25 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WASCX vs. WMRIX — Risk / Return Rank
WASCX
WMRIX
WASCX vs. WMRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Asset Strategy Fund (WASCX) and Wilmington Real Asset Fund (WMRIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WASCX | WMRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.47 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 3.27 | -2.06 |
| Martin ratioReturn relative to average drawdown | 5.12 | 11.12 | -6.01 |
Loading charts...
Drawdowns
WASCX vs. WMRIX - Drawdown Comparison
The maximum WASCX drawdown since its inception was -36.09%, roughly equal to the maximum WMRIX drawdown of -37.84%. Use the drawdown chart below to compare losses from any high point for WASCX and WMRIX.
Loading charts...
Drawdown Indicators
| WASCX | WMRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.09% | -37.84% | +1.75% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -7.13% | -1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -11.21% | -10.95% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -22.03% | -6.96% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -31.27% | +1.85% |
Current DrawdownCurrent decline from peak | -1.52% | -2.03% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -7.44% | -7.15% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.10% | +0.01% |
Volatility
WASCX vs. WMRIX - Volatility Comparison
Delaware Ivy Asset Strategy Fund (WASCX) has a higher volatility of 3.18% compared to Wilmington Real Asset Fund (WMRIX) at 1.99%. This indicates that WASCX's price experiences larger fluctuations and is considered to be riskier than WMRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WASCX | WMRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 1.99% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 6.65% | +3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.44% | 8.89% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.80% | 11.44% | +6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 12.51% | +3.16% |
WASCX vs. WMRIX - Expense Ratio Comparison
WASCX has a 2.18% expense ratio, which is higher than WMRIX's 0.64% expense ratio.
Dividends
WASCX vs. WMRIX - Dividend Comparison
WASCX's dividend yield for the trailing twelve months is around 10.68%, more than WMRIX's 6.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASCX Delaware Ivy Asset Strategy Fund | 10.68% | 10.75% | 8.30% | 2.28% | 18.75% | 11.68% | 2.22% | 5.49% | 20.62% | 2.37% | 0.00% | 6.52% |
WMRIX Wilmington Real Asset Fund | 6.09% | 7.15% | 1.02% | 3.51% | 6.07% | 9.29% | 1.99% | 3.03% | 2.84% | 2.73% | 0.00% | 5.31% |
Frequently Asked Questions
WASCX and WMRIX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WASCX has higher volatility (3.18%) compared to WMRIX (1.99%). In terms of maximum drawdown, WASCX dropped -36.09% vs WMRIX's -37.84%.
WMRIX currently has the higher Sharpe Ratio (2.63 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WASCX and WMRIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer