WASCX vs. WTRCX
Compare and contrast key facts about Delaware Ivy Asset Strategy Fund (WASCX) and Delaware Ivy Core Equity Fund (WTRCX).
WASCX is managed by Ivy Funds. It was launched on Apr 19, 1995. WTRCX is managed by Ivy Funds. It was launched on Sep 21, 1992.
Performance
WASCX vs. WTRCX - Performance Comparison
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WASCX vs. WTRCX - 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% |
WTRCX Delaware Ivy Core Equity Fund | -8.20% | 14.15% | 51.17% | 22.71% | -18.51% | 27.71% | 20.70% | 30.09% | -5.39% | 19.44% |
Returns By Period
In the year-to-date period, WASCX achieves a -4.73% return, which is significantly higher than WTRCX's -8.20% return. Over the past 10 years, WASCX has underperformed WTRCX with an annualized return of 7.48%, while WTRCX has yielded a comparatively higher 14.09% 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%
WTRCX
- 1D
- -0.30%
- 1M
- -8.45%
- YTD
- -8.20%
- 6M
- -8.40%
- 1Y
- 8.52%
- 3Y*
- 22.39%
- 5Y*
- 13.73%
- 10Y*
- 14.09%
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WASCX vs. WTRCX - Expense Ratio Comparison
WASCX has a 2.18% expense ratio, which is higher than WTRCX's 1.75% expense ratio.
Return for Risk
WASCX vs. WTRCX — Risk / Return Rank
WASCX
WTRCX
WASCX vs. WTRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Asset Strategy Fund (WASCX) and Delaware Ivy Core Equity Fund (WTRCX). 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 | WTRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.53 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.85 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.62 | +0.32 |
Martin ratioReturn relative to average drawdown | 3.99 | 2.32 | +1.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WASCX | WTRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.53 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.46 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.15 | +0.36 |
Correlation
The correlation between WASCX and WTRCX is 0.74, 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. WTRCX - Dividend Comparison
WASCX's dividend yield for the trailing twelve months is around 11.23%, less than WTRCX's 24.94% 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% |
WTRCX Delaware Ivy Core Equity Fund | 24.94% | 22.90% | 36.18% | 16.84% | 19.28% | 15.56% | 2.66% | 12.05% | 18.38% | 7.10% | 3.92% | 7.95% |
Drawdowns
WASCX vs. WTRCX - Drawdown Comparison
The maximum WASCX drawdown since its inception was -36.09%, smaller than the maximum WTRCX drawdown of -54.41%. Use the drawdown chart below to compare losses from any high point for WASCX and WTRCX.
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Drawdown Indicators
| WASCX | WTRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.09% | -54.41% | +18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -11.06% | +2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -33.66% | +4.67% |
Max Drawdown (10Y)Largest decline over 10 years | -29.42% | -33.66% | +4.24% |
Current DrawdownCurrent decline from peak | -9.02% | -12.85% | +3.83% |
Average DrawdownAverage peak-to-trough decline | -7.50% | -21.06% | +13.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.98% | -0.85% |
Volatility
WASCX vs. WTRCX - Volatility Comparison
Delaware Ivy Asset Strategy Fund (WASCX) and Delaware Ivy Core Equity Fund (WTRCX) have volatilities of 4.72% and 4.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WASCX | WTRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 4.89% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | 10.04% | -2.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 17.50% | -5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 29.85% | -12.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 25.05% | -9.55% |