Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVRBX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS B) | NA | 0.48% | 0.59% | 3.66% | 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 |
|---|---|---|
| IVRBX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS B) | 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 (%) | -0.76 | 0.48 | 0.59 | 3.66 | NA | NA | NA | … | … | -3.61 | 5.24 | 1.95 | 2.59 | 18.84 | -8.47 |
| Sharpe Ratio | NA | -0.07 | 0.00 | 0.30 | NA | NA | NA | … | … | -0.48 | 0.60 | 0.13 | 0.19 | 2.41 | -0.86 |
| Standard Deviation(%) | NA | 10.96 | 11.42 | 11.07 | NA | NA | NA | … | … | 11.53 | 7.72 | 13.83 | 13.32 | 7.82 | 12.96 |
| Draw Down(%) | NA | 9.43 | 14.31 | 14.73 | NA | NA | NA | … | … | 8.94 | 5.80 | 14.31 | 14.73 | 6.63 | 15.35 |
| Yield(%) | 0.00 | 3.01 | 2.62 | 2.37 | 1.14 | 0.76 | 0.57 | … | … | 2.78 | 0.11 | 4.02 | 1.13 | 1.97 | 0.99 |
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 |
|---|---|---|---|---|
| IVRBX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS B) |
-0.77%
Feb 2015 – Feb 2018 |
3.77%
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 |
|---|---|---|---|---|
| IVRBX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS B) |
10.68%
Aug 2013 – Aug 2016 |
6.54%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart