Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IREIX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS I) | 12.13% | 17.62% | 11.86% | -3.34% | 2.21% | 4.88% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IREIX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS I) | 04/10/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 17.62 | 11.86 | -3.34 | 2.21 | 4.88 | NA | … | … | 12.13 | 6.94 | 7.84 | 9.80 | -42.86 | 27.48 | -3.76 | 24.49 | -5.26 | 5.66 | 4.53 | 4.96 | 30.32 | 1.29 | 17.87 | 5.42 | 28.88 | 24.68 | -36.04 | -19.68 |
| Sharpe Ratio | NA | 1.29 | 0.62 | -0.21 | 0.03 | NA | NA | … | … | 2.48 | 0.24 | 0.28 | 0.32 | -1.10 | 1.38 | -0.09 | 1.84 | -0.41 | 0.50 | 0.25 | 0.28 | 2.65 | 0.08 | 1.37 | 0.19 | 1.09 | 0.40 | -0.55 | -1.06 |
| Standard Deviation(%) | NA | 12.77 | 16.21 | 24.08 | 23.36 | NA | NA | … | … | 13.89 | 17.01 | 15.07 | 19.65 | 40.23 | 19.90 | 42.30 | 12.49 | 16.28 | 9.96 | 16.99 | 17.74 | 11.42 | 14.84 | 13.13 | 28.79 | 26.48 | 61.66 | 67.55 | 27.20 |
| Draw Down(%) | NA | 8.02 | 17.97 | 52.03 | 52.03 | NA | NA | … | … | 8.02 | 16.13 | 9.63 | 19.54 | 43.85 | 13.00 | 40.68 | 5.41 | 12.67 | 6.05 | 15.37 | 16.37 | 7.11 | 16.98 | 8.66 | 23.65 | 16.19 | 39.73 | 59.82 | 22.54 |
| Yield(%) | 0.00 | 20.05 | 14.42 | 5.53 | 6.31 | 7.22 | 4.69 | … | … | 0.64 | 20.58 | 15.00 | 9.68 | 1.13 | 0.91 | 1.43 | 11.58 | 6.96 | 12.13 | 10.23 | 6.11 | 5.12 | 1.59 | 1.40 | 0.66 | 2.28 | 2.70 | 1.97 | 7.98 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| IREIX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS I) |
-14.43%
Apr 2021 – Apr 2024 |
-5.02%
Apr 2019 – Apr 2024 |
0.72%
Jan 2015 – Jan 2025 |
2.75%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREIX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS I) |
39.01%
Mar 2009 – Mar 2012 |
26.64%
Feb 2009 – Feb 2014 |
16.95%
Feb 2009 – Feb 2019 |
9.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart