Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRENX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS N) | NA | -1.47% | -5.40% | 0.52% | NA | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 07/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRENX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS N) | 07/10/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.47 | -5.40 | 0.52 | NA | NA | NA | … | … | -3.77 | 8.16 | -22.49 | 26.94 | -4.50 | 20.51 | -4.67 | 7.45 |
| Sharpe Ratio | NA | -0.35 | -0.40 | -0.05 | NA | NA | NA | … | … | -1.00 | 0.23 | -0.86 | 2.17 | -0.13 | 2.05 | -0.48 | 2.10 |
| Standard Deviation(%) | NA | 13.92 | 19.87 | 22.85 | NA | NA | NA | … | … | 10.33 | 16.89 | 27.77 | 12.39 | 36.08 | 9.33 | 12.34 | 7.32 |
| Draw Down(%) | NA | 15.59 | 30.64 | 41.39 | NA | NA | NA | … | … | 5.98 | 20.35 | 30.00 | 7.00 | 41.39 | 5.46 | 10.75 | 3.04 |
| Yield(%) | 0.00 | 98.50 | 25.28 | 18.61 | 10.94 | 7.29 | 5.47 | … | … | 96.23 | 1.88 | 1.29 | 4.25 | 2.97 | 7.30 | 5.21 | 1.99 |
Data as of 07/23/2024, Common starting date is 07/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRENX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS N) |
-4.29%
Jun 2021 – Jun 2024 |
0.26%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRENX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS N) |
13.47%
Dec 2018 – Dec 2021 |
4.14%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart