Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IREBX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS B) | NA | 17.28% | 7.43% | 6.56% | NA | NA | NA | … | … |
Data as of 02/14/2022, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IREBX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS B) | 04/03/2013 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.28 | 7.43 | 6.56 | NA | NA | NA | … | … | -1.33 | 20.18 | -5.41 | 19.03 | -5.63 | 7.65 | 0.32 | -1.49 | 13.81 | -5.07 |
| Sharpe Ratio | NA | 1.47 | 0.29 | 0.30 | NA | NA | NA | … | … | -2.77 | 1.72 | -0.16 | 1.89 | -0.57 | 0.91 | 0.01 | -0.11 | 1.59 | -0.49 |
| Standard Deviation(%) | NA | 10.87 | 22.42 | 18.58 | NA | NA | NA | … | … | 3.89 | 11.71 | 36.01 | 9.32 | 12.24 | 7.75 | 14.73 | 13.74 | 8.69 | 13.66 |
| Draw Down(%) | NA | 7.19 | 41.49 | 41.49 | NA | NA | NA | … | … | 1.33 | 7.19 | 41.49 | 5.60 | 11.08 | 4.40 | 11.99 | 14.47 | 7.58 | 14.45 |
| Yield(%) | 0.00 | 1.55 | 3.12 | 3.10 | 2.18 | 1.45 | 1.09 | … | … | 0.00 | 1.65 | 2.39 | 6.09 | 4.20 | 1.33 | 1.63 | 1.76 | 1.65 | 0.88 |
Data as of 02/14/2022, 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 |
|---|---|---|---|---|
| IREBX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS B) |
-4.04%
Mar 2017 – Mar 2020 |
-3.34%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREBX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS B) |
11.10%
Dec 2018 – Dec 2021 |
7.15%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart