Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IREAX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS A) | NA | -1.76% | -5.69% | 0.16% | 1.92% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IREAX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS A) | 04/03/2013 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.76 | -5.69 | 0.16 | 1.92 | NA | NA | … | … | -3.87 | 7.85 | -22.74 | 26.47 | -4.93 | 19.84 | -5.02 | 8.33 | 1.56 | -0.52 | 15.11 | -4.22 |
| Sharpe Ratio | NA | -0.37 | -0.42 | -0.07 | 0.04 | NA | NA | … | … | -1.02 | 0.22 | -0.87 | 2.15 | -0.14 | 1.99 | -0.52 | 0.99 | 0.09 | -0.04 | 1.74 | -0.41 |
| Standard Deviation(%) | NA | 13.93 | 19.87 | 22.82 | 18.19 | NA | NA | … | … | 10.32 | 16.81 | 27.86 | 12.28 | 36.02 | 9.27 | 12.22 | 7.79 | 14.76 | 13.77 | 8.70 | 13.78 |
| Draw Down(%) | NA | 15.65 | 31.13 | 41.36 | 41.36 | NA | NA | … | … | 6.02 | 20.57 | 30.25 | 6.97 | 41.36 | 5.48 | 10.89 | 4.39 | 11.74 | 14.05 | 7.44 | 14.34 |
| Yield(%) | 0.00 | 98.27 | 28.10 | 20.30 | 11.94 | 8.65 | 6.49 | … | … | 96.29 | 1.55 | 10.08 | 3.76 | 2.74 | 6.74 | 4.78 | 1.82 | 2.76 | 2.79 | 2.84 | 1.60 |
Data as of 07/23/2024, Common starting date is 04/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREAX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS A) |
-4.57%
Jun 2021 – Jun 2024 |
-2.57%
Mar 2015 – Mar 2020 |
1.66%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREAX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS A) |
12.95%
Dec 2018 – Dec 2021 |
8.19%
Dec 2016 – Dec 2021 |
3.69%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart