Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRSYX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS Y) | 12.89% | 17.90% | 11.86% | -3.50% | 2.10% | 4.76% | 3.99% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSYX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS Y) | 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 (%) | -1.01 | 17.90 | 11.86 | -3.50 | 2.10 | 4.76 | 3.99 | … | … | 12.89 | 6.58 | 7.61 | 9.55 | -43.11 | 27.11 | -3.95 | 24.20 | -5.48 | 5.46 | 4.37 | 4.63 | 30.01 | 1.04 | 17.60 | 5.21 | 28.71 | 24.55 | -36.16 | -16.40 | 30.16 | 10.72 | 35.01 | 0.69 |
| Sharpe Ratio | NA | 1.19 | 0.59 | -0.23 | 0.02 | NA | NA | … | … | 2.27 | 0.22 | 0.26 | 0.30 | -1.12 | 1.36 | -0.10 | 1.82 | -0.42 | 0.48 | 0.24 | 0.26 | 2.63 | 0.07 | 1.34 | 0.18 | 1.08 | 0.40 | -0.55 | -0.77 | 1.87 | 0.59 | 2.23 | 2.37 |
| Standard Deviation(%) | NA | 12.96 | 16.25 | 23.99 | 23.31 | NA | NA | … | … | 14.29 | 16.99 | 15.07 | 19.71 | 39.85 | 19.98 | 42.25 | 12.46 | 16.28 | 9.97 | 16.98 | 17.74 | 11.39 | 14.80 | 13.17 | 28.75 | 26.49 | 61.62 | 67.49 | 25.47 | 14.39 | 14.37 | 15.24 | 8.65 |
| Draw Down(%) | NA | 8.60 | 18.03 | 52.36 | 52.36 | NA | NA | … | … | 8.60 | 16.12 | 9.68 | 19.65 | 44.01 | 13.08 | 40.67 | 5.45 | 12.64 | 6.08 | 15.40 | 16.48 | 7.09 | 17.03 | 8.69 | 23.67 | 16.24 | 39.73 | 59.85 | 28.29 | 8.79 | 10.76 | 17.59 | 0.91 |
| Yield(%) | 0.00 | 19.48 | 14.15 | 5.29 | 6.17 | 7.04 | 5.58 | … | … | 0.00 | 20.49 | 14.96 | 9.51 | 0.62 | 0.69 | 1.25 | 11.40 | 6.80 | 11.97 | 10.04 | 5.90 | 4.86 | 1.34 | 1.13 | 0.49 | 2.17 | 2.55 | 1.80 | 8.32 | 5.70 | 5.19 | 6.55 | 1.13 |
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 |
|---|---|---|---|---|
| IRSYX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS Y) |
-24.54%
Mar 2006 – Mar 2009 |
-8.32%
Mar 2004 – Mar 2009 |
0.46%
Jan 2015 – Jan 2025 |
2.52%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSYX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS Y) |
38.81%
Mar 2009 – Mar 2012 |
26.44%
Feb 2009 – Feb 2014 |
16.73%
Feb 2009 – Feb 2019 |
9.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart