Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRESX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS I) | NA | -1.59% | -5.42% | 0.51% | 2.19% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRESX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS I) | 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 | -1.59 | -5.42 | 0.51 | 2.19 | NA | NA | … | … | -3.74 | 8.08 | -22.51 | 26.97 | -4.50 | 20.44 | -4.66 | 8.96 | 1.30 | -0.51 | 14.95 | -4.47 |
| Sharpe Ratio | NA | -0.36 | -0.40 | -0.05 | 0.06 | NA | NA | … | … | -0.98 | 0.23 | -0.86 | 2.18 | -0.13 | 2.03 | -0.49 | 1.09 | 0.07 | -0.04 | 1.72 | -0.43 |
| Standard Deviation(%) | NA | 13.94 | 19.89 | 22.85 | 18.21 | NA | NA | … | … | 10.46 | 16.83 | 27.81 | 12.38 | 36.06 | 9.36 | 12.29 | 7.71 | 14.81 | 13.72 | 8.70 | 13.73 |
| Draw Down(%) | NA | 15.62 | 30.71 | 41.42 | 41.42 | NA | NA | … | … | 5.98 | 20.42 | 30.03 | 7.01 | 41.42 | 5.47 | 10.75 | 4.29 | 11.84 | 14.00 | 7.45 | 14.42 |
| Yield(%) | 0.00 | 98.44 | 28.34 | 20.63 | 12.20 | 8.82 | 6.61 | … | … | 96.33 | 1.69 | 10.20 | 4.25 | 2.97 | 7.23 | 5.23 | 2.14 | 2.60 | 2.71 | 2.66 | 1.55 |
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 |
|---|---|---|---|---|
| IRESX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS I) |
-4.28%
Jun 2021 – Jun 2024 |
-2.30%
Mar 2015 – Mar 2020 |
1.90%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRESX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS I) |
13.46%
Dec 2018 – Dec 2021 |
8.69%
Dec 2016 – Dec 2021 |
3.94%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart