Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVIRX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS I) | NA | 0.97% | 1.48% | 4.58% | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVIRX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS I) | 04/03/2013 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 0.97 | 1.48 | 4.58 | NA | NA | NA | … | … | -3.26 | 6.35 | 2.99 | 3.65 | 19.84 | -7.88 |
| Sharpe Ratio | NA | -0.02 | 0.07 | 0.38 | NA | NA | NA | … | … | -0.44 | 0.74 | 0.20 | 0.27 | 2.50 | -0.81 |
| Standard Deviation(%) | NA | 11.21 | 11.51 | 11.15 | NA | NA | NA | … | … | 11.78 | 7.74 | 13.87 | 13.35 | 7.92 | 12.90 |
| Draw Down(%) | NA | 9.29 | 14.01 | 14.14 | NA | NA | NA | … | … | 8.72 | 5.42 | 14.01 | 14.14 | 6.52 | 15.23 |
| Yield(%) | 0.00 | 4.17 | 3.52 | 3.35 | 1.62 | 1.08 | 0.81 | … | … | 3.13 | 0.95 | 5.04 | 2.06 | 2.95 | 1.57 |
Data as of 11/02/2018, Common starting date is 04/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIRX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS I) |
0.27%
Feb 2015 – Feb 2018 |
4.67%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVIRX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS I) |
11.71%
Aug 2013 – Aug 2016 |
7.62%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart