Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRSCX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS C) | 12.61% | 17.09% | 11.04% | -4.63% | 1.02% | 3.68% | 2.87% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSCX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS C) | 12/17/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 17.09 | 11.04 | -4.63 | 1.02 | 3.68 | 2.87 | … | … | 12.61 | 5.80 | 6.75 | 8.74 | -44.49 | 25.45 | -4.93 | 23.09 | -6.34 | 4.44 | 3.38 | 3.75 | 28.77 | 0.01 | 16.39 | 4.05 | 27.39 | 22.07 | -36.88 | -17.25 | 28.76 | 9.57 | 33.80 | 0.64 |
| Sharpe Ratio | NA | 1.13 | 0.54 | -0.27 | -0.03 | NA | NA | … | … | 2.24 | 0.17 | 0.21 | 0.26 | -1.11 | 1.26 | -0.12 | 1.73 | -0.48 | 0.38 | 0.19 | 0.21 | 2.52 | 0.00 | 1.25 | 0.14 | 1.03 | 0.36 | -0.56 | -0.80 | 1.77 | 0.51 | 2.15 | 2.16 |
| Standard Deviation(%) | NA | 12.89 | 16.24 | 24.52 | 23.58 | NA | NA | … | … | 14.16 | 17.00 | 15.07 | 19.65 | 41.35 | 20.16 | 42.28 | 12.47 | 16.30 | 9.94 | 16.98 | 17.74 | 11.40 | 14.81 | 13.15 | 28.76 | 26.40 | 61.67 | 67.48 | 25.46 | 14.40 | 14.38 | 15.29 | 8.76 |
| Draw Down(%) | NA | 8.56 | 18.25 | 53.96 | 53.96 | NA | NA | … | … | 8.56 | 16.19 | 9.87 | 20.07 | 45.29 | 13.39 | 40.70 | 5.57 | 12.72 | 6.08 | 15.61 | 16.92 | 7.15 | 17.20 | 8.83 | 23.82 | 16.41 | 40.05 | 60.08 | 28.94 | 8.94 | 10.97 | 17.71 | 0.95 |
| Yield(%) | 0.00 | 20.72 | 14.54 | 5.15 | 5.76 | 6.26 | 4.83 | … | … | 0.00 | 21.65 | 15.47 | 9.35 | 0.66 | 0.00 | 0.36 | 10.58 | 6.06 | 11.51 | 9.27 | 5.09 | 3.99 | 0.32 | 0.03 | 0.00 | 0.96 | 1.22 | 0.42 | 7.55 | 4.66 | 4.27 | 5.63 | 1.08 |
Data as of 06/04/2026, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSCX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS C) |
-25.48%
Mar 2006 – Mar 2009 |
-9.40%
Mar 2004 – Mar 2009 |
-0.62%
Jan 2015 – Jan 2025 |
1.34%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSCX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS C) |
37.13%
Mar 2009 – Mar 2012 |
24.94%
Feb 2009 – Feb 2014 |
15.50%
Feb 2009 – Feb 2019 |
8.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart