Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRERX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS R) | NA | -1.92% | -5.93% | -0.13% | 1.53% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRERX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS R) | 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 | -1.92 | -5.93 | -0.13 | 1.53 | NA | NA | … | … | -3.98 | 7.57 | -22.97 | 26.08 | -5.22 | 19.53 | -5.40 | 8.12 | 0.73 | -1.13 | 14.30 | -4.89 |
| Sharpe Ratio | NA | -0.38 | -0.43 | -0.08 | 0.02 | NA | NA | … | … | -1.03 | 0.20 | -0.87 | 2.13 | -0.15 | 1.94 | -0.55 | 0.97 | 0.04 | -0.08 | 1.64 | -0.47 |
| Standard Deviation(%) | NA | 13.95 | 19.91 | 22.85 | 18.20 | NA | NA | … | … | 10.43 | 16.79 | 27.96 | 12.24 | 36.02 | 9.33 | 12.26 | 7.75 | 14.75 | 13.73 | 8.69 | 13.69 |
| Draw Down(%) | NA | 15.80 | 31.45 | 41.43 | 41.43 | NA | NA | … | … | 6.06 | 20.74 | 30.36 | 7.07 | 41.43 | 5.58 | 11.02 | 4.39 | 11.96 | 14.36 | 7.47 | 14.43 |
| Yield(%) | 0.00 | 98.11 | 27.89 | 20.02 | 11.56 | 8.31 | 6.23 | … | … | 96.19 | 1.38 | 10.04 | 3.40 | 2.56 | 6.40 | 4.50 | 1.60 | 2.03 | 2.10 | 2.03 | 1.14 |
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 |
|---|---|---|---|---|
| IRERX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS R) |
-4.84%
Jun 2021 – Jun 2024 |
-3.00%
Mar 2015 – Mar 2020 |
1.21%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRERX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS R) |
12.62%
Dec 2018 – Dec 2021 |
7.88%
Dec 2016 – Dec 2021 |
3.26%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart