Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVRAX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS A) | NA | 0.86% | 1.25% | 4.44% | 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 |
|---|---|---|
| IVRAX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS A) | 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 (%) | -1.14 | 0.86 | 1.25 | 4.44 | NA | NA | NA | … | … | -3.36 | 5.95 | 2.89 | 3.48 | 19.82 | -7.80 |
| Sharpe Ratio | NA | -0.03 | 0.05 | 0.37 | NA | NA | NA | … | … | -0.45 | 0.69 | 0.19 | 0.26 | 2.50 | -0.79 |
| Standard Deviation(%) | NA | 11.09 | 11.46 | 11.12 | NA | NA | NA | … | … | 11.66 | 7.74 | 13.83 | 13.31 | 7.94 | 12.99 |
| Draw Down(%) | NA | 9.39 | 14.11 | 14.15 | NA | NA | NA | … | … | 8.82 | 5.61 | 14.11 | 14.15 | 6.52 | 15.15 |
| Yield(%) | 0.00 | 3.77 | 3.30 | 3.21 | 1.56 | 1.04 | 0.78 | … | … | 3.02 | 0.65 | 4.84 | 1.89 | 3.04 | 1.65 |
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 |
|---|---|---|---|---|
| IVRAX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS A) |
0.05%
Feb 2015 – Feb 2018 |
4.55%
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 |
|---|---|---|---|---|
| IVRAX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS A) |
11.70%
Aug 2013 – Aug 2016 |
7.45%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart