Ivy Asset Strategy A
WASAX
Quote
Chart
Fund Analysis
Performance
Ratings & Risk
Management
Stewardship
Portfolio
Expenses
Tax
Purchase
Filings
Standard Deviation
04-30-13
WASAX
S&P 500
Rating and Risk
04-30-13
Morningstar
Load-Adj Return
Return vs. Cat
Risk vs. Cat
1 Year
2.58
NA
NA
3 Year*
5.49
Below Avg
High
5 Year*
2.17
Average
Above Avg
10 Year*
11.12
Above Avg
Above Avg
15 Year*
--
NA
NA
Incept
8.22
Average
Above Avg
--
14.62
17.00
18.00
12.26
WASAX
--
14.63
18.83
15.01
10.23
S&P 500
* Annualized