Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IREEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS E) | NA | -12.36% | 5.28% | 5.45% | 6.88% | 5.71% | NA | … | … |
Data as of 07/27/2022, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IREEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS E) | 04/10/2007 | 07/27/2022 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.36 | 5.28 | 5.45 | 6.88 | 5.71 | NA | … | … | -19.45 | 26.16 | -3.27 | 24.27 | -5.68 | 5.26 | 4.02 | 4.40 | 29.48 | 0.62 | 17.22 | 4.88 | 28.20 | 23.98 | -36.74 | -20.62 |
| Sharpe Ratio | NA | -0.50 | 0.17 | 0.19 | 0.32 | NA | NA | … | … | -1.56 | 1.30 | -0.08 | 1.83 | -0.43 | 0.47 | 0.22 | 0.25 | 2.59 | 0.04 | 1.31 | 0.17 | 1.07 | 0.39 | -0.56 | -1.10 |
| Standard Deviation(%) | NA | 25.44 | 29.55 | 24.58 | 20.19 | NA | NA | … | … | 20.82 | 20.16 | 42.20 | 12.46 | 16.28 | 9.95 | 17.00 | 17.72 | 11.39 | 14.82 | 13.17 | 28.84 | 26.39 | 61.67 | 67.47 | 27.18 |
| Draw Down(%) | NA | 26.19 | 40.68 | 40.68 | 40.68 | NA | NA | … | … | 19.79 | 13.41 | 40.68 | 5.30 | 12.74 | 6.09 | 15.48 | 16.64 | 7.16 | 17.12 | 8.75 | 23.75 | 16.24 | 39.90 | 60.05 | 23.37 |
| Yield(%) | 0.00 | 12.75 | 8.65 | 8.32 | 7.55 | 5.94 | 3.66 | … | … | 0.00 | 17.19 | 1.86 | 11.28 | 6.66 | 11.84 | 9.84 | 5.58 | 4.39 | 0.92 | 0.81 | 0.29 | 1.72 | 2.31 | 0.83 | 7.15 |
Data as of 07/27/2022, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS E) |
-11.14%
May 2007 – May 2010 |
-1.56%
May 2007 – May 2012 |
3.62%
May 2007 – May 2017 |
4.91%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS E) |
38.33%
Mar 2009 – Mar 2012 |
25.96%
Feb 2009 – Feb 2014 |
16.35%
Feb 2009 – Feb 2019 |
5.12%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison Chart