Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRSRX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS R) | 12.85% | 17.62% | 11.61% | -3.83% | 1.73% | 4.37% | 3.63% | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSRX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS R) | 01/17/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 17.62 | 11.61 | -3.83 | 1.73 | 4.37 | 3.63 | … | … | 12.85 | 6.30 | 7.32 | 9.28 | -43.47 | 26.56 | -4.36 | 23.84 | -5.85 | 5.00 | 3.93 | 4.31 | 29.50 | 0.65 | 17.13 | 4.90 | 28.41 | 24.02 | -36.32 | -16.63 | 25.67 |
| Sharpe Ratio | NA | 1.18 | 0.57 | -0.24 | 0.00 | NA | NA | … | … | 2.27 | 0.20 | 0.25 | 0.29 | -1.11 | 1.33 | -0.11 | 1.79 | -0.45 | 0.44 | 0.22 | 0.24 | 2.59 | 0.04 | 1.31 | 0.17 | 1.07 | 0.39 | -0.55 | -0.78 | 1.63 |
| Standard Deviation(%) | NA | 12.92 | 16.26 | 24.22 | 23.42 | NA | NA | … | … | 14.29 | 17.01 | 15.07 | 19.70 | 40.49 | 20.00 | 42.27 | 12.47 | 16.29 | 9.92 | 16.98 | 17.76 | 11.37 | 14.79 | 13.16 | 28.74 | 26.46 | 61.59 | 67.60 | 25.44 | 14.48 |
| Draw Down(%) | NA | 8.55 | 18.11 | 52.78 | 52.78 | NA | NA | … | … | 8.55 | 16.17 | 9.76 | 19.80 | 44.32 | 13.16 | 40.69 | 5.48 | 12.67 | 6.09 | 15.50 | 16.66 | 7.16 | 17.10 | 8.75 | 23.75 | 16.30 | 39.79 | 59.89 | 28.49 | 8.83 |
| Yield(%) | 0.00 | 19.80 | 14.25 | 5.26 | 6.00 | 6.73 | 5.31 | … | … | 0.00 | 20.85 | 15.05 | 9.45 | 0.91 | 0.30 | 0.88 | 10.99 | 6.44 | 11.68 | 9.65 | 5.53 | 4.42 | 0.95 | 0.72 | 0.26 | 1.90 | 2.24 | 1.51 | 8.03 | 5.27 |
Data as of 06/04/2026, Common starting date is 01/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSRX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS R) |
-24.78%
Mar 2006 – Mar 2009 |
-5.67%
Apr 2019 – Apr 2024 |
0.08%
Jan 2015 – Jan 2025 |
2.13%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSRX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS R) |
38.40%
Mar 2009 – Mar 2012 |
25.98%
Feb 2009 – Feb 2014 |
16.30%
Feb 2009 – Feb 2019 |
9.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart