Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRSAX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS A) | 11.41% | 16.65% | 11.37% | -3.81% | 1.77% | 4.40% | 3.68% | … | … |
Data as of 06/03/2026, Common starting date is 06/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSAX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS A) | 06/22/1999 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.93 | 16.65 | 11.37 | -3.81 | 1.77 | 4.40 | 3.68 | … | … | 11.41 | 6.60 | 7.56 | 9.53 | -43.27 | 26.98 | -4.15 | 24.13 | -5.69 | 5.27 | 4.14 | 4.42 | 29.71 | 0.74 | 17.21 | 4.88 | 28.29 | 23.49 | -36.46 | -16.59 | 29.81 | 10.46 | 34.69 | 37.78 | 4.10 | 2.65 | 25.22 | -10.11 |
| Sharpe Ratio | NA | 0.50 | 0.42 | -0.20 | 0.01 | NA | NA | … | … | 2.28 | 0.11 | 0.25 | 0.30 | -1.11 | 1.35 | -0.10 | 1.82 | -0.44 | 0.47 | 0.23 | 0.25 | 2.60 | 0.05 | 1.31 | 0.17 | 1.07 | 0.38 | -0.55 | -0.78 | 1.84 | 0.57 | 2.20 | 3.42 | 0.21 | 0.02 | 1.85 | -1.93 |
| Standard Deviation(%) | NA | 30.69 | 22.96 | 27.27 | 25.05 | NA | NA | … | … | 14.28 | 32.66 | 15.63 | 19.68 | 40.48 | 20.00 | 42.31 | 12.47 | 16.28 | 9.92 | 16.99 | 17.72 | 11.41 | 14.83 | 13.16 | 28.75 | 26.44 | 61.70 | 67.59 | 25.49 | 14.41 | 14.38 | 15.31 | 10.82 | 14.17 | 12.83 | 11.33 | 11.22 |
| Draw Down(%) | NA | 18.62 | 18.62 | 52.53 | 52.53 | NA | NA | … | … | 8.55 | 18.62 | 9.67 | 19.68 | 44.19 | 13.14 | 40.71 | 5.46 | 12.65 | 6.09 | 15.42 | 16.57 | 7.12 | 17.09 | 8.75 | 23.71 | 16.33 | 39.87 | 59.93 | 28.46 | 8.83 | 10.82 | 17.65 | 5.86 | 17.21 | 13.32 | 7.12 | 19.17 |
| Yield(%) | 0.00 | 19.81 | 14.33 | 5.39 | 6.11 | 6.83 | 5.43 | … | … | 0.00 | 20.84 | 15.14 | 9.61 | 1.03 | 0.64 | 1.11 | 11.25 | 6.64 | 11.84 | 9.88 | 5.70 | 4.57 | 1.04 | 0.80 | 0.24 | 1.80 | 1.70 | 1.43 | 8.12 | 5.43 | 4.95 | 6.26 | 2.27 | 2.91 | 1.72 | 8.14 | 4.18 |
Data as of 06/03/2026, Common starting date is 06/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSAX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS A) |
-24.83%
Mar 2006 – Mar 2009 |
-8.66%
Mar 2004 – Mar 2009 |
0.32%
Jan 2015 – Jan 2025 |
2.24%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSAX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS A) |
38.19%
Mar 2009 – Mar 2012 |
25.93%
Feb 2009 – Feb 2014 |
16.38%
Feb 2009 – Feb 2019 |
11.52%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart