Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IRSBX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS B) | NA | 27.65% | 12.07% | 8.75% | 8.53% | 4.03% | NA | 7.67% |
Data as of 02/14/2022, AR inception is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSBX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS B) | 12/17/2003 | 02/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.65 | 12.07 | 8.75 | 8.53 | 4.03 | NA | 7.67 | 0.00 | 33.39 | -4.40 | 22.99 | -6.67 | 4.27 | 3.13 | 3.57 | 28.40 | -0.32 | 15.93 | 3.62 | 26.84 | 21.21 | -37.16 | -17.30 | 28.49 | 9.37 | 33.61 | 0.64 |
| Sharpe Ratio | NA | 1.94 | 0.43 | 0.36 | 0.43 | NA | NA | 0.24 | 0.00 | 2.21 | -0.11 | 1.73 | -0.49 | 0.37 | 0.17 | 0.20 | 2.48 | -0.02 | 1.22 | 0.12 | 1.01 | 0.34 | -0.56 | -0.80 | 1.76 | 0.50 | 2.14 | 2.15 |
| Standard Deviation(%) | NA | 13.73 | 26.70 | 22.42 | 19.06 | NA | NA | 28.57 | NA | 15.11 | 42.16 | 12.47 | 16.31 | 9.94 | 16.96 | 17.73 | 11.44 | 14.80 | 13.13 | 28.74 | 26.37 | 61.59 | 67.49 | 25.47 | 14.39 | 14.37 | 15.28 | 8.82 |
| Draw Down(%) | NA | 7.97 | 40.70 | 40.70 | 40.70 | NA | NA | 72.61 | 0.00 | 7.97 | 40.70 | 5.49 | 12.77 | 6.13 | 15.65 | 17.01 | 7.20 | 17.28 | 8.91 | 23.88 | 16.46 | 40.15 | 60.23 | 28.99 | 8.96 | 10.98 | 17.73 | 0.95 |
| Yield(%) | 0.00 | 0.00 | 3.38 | 5.23 | 5.57 | 3.15 | 5.25 | 5.84 | 0.00 | 0.00 | 0.94 | 10.56 | 5.88 | 11.57 | 9.20 | 4.98 | 3.83 | 0.00 | 0.00 | 0.00 | 0.47 | 0.49 | 0.13 | 7.45 | 4.67 | 4.17 | 5.36 | 1.08 |
Data as of 02/14/2022, AR inception is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
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Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
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Annualized Rolling Returns Comparison Chart