Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVRCX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS C) | NA | 0.55% | 0.60% | 3.67% | 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 |
|---|---|---|
| IVRCX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS C) | 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 (%) | -0.67 | 0.55 | 0.60 | 3.67 | NA | NA | NA | … | … | -3.55 | 5.14 | 2.03 | 2.57 | 18.82 | -8.46 |
| Sharpe Ratio | NA | -0.06 | 0.00 | 0.30 | NA | NA | NA | … | … | -0.47 | 0.58 | 0.13 | 0.19 | 2.39 | -0.86 |
| Standard Deviation(%) | NA | 11.04 | 11.46 | 11.10 | NA | NA | NA | … | … | 11.60 | 7.84 | 13.82 | 13.28 | 7.87 | 12.97 |
| Draw Down(%) | NA | 9.51 | 14.31 | 14.57 | NA | NA | NA | … | … | 8.94 | 5.71 | 14.31 | 14.57 | 6.63 | 15.43 |
| Yield(%) | 0.00 | 2.98 | 2.59 | 2.35 | 1.13 | 0.76 | 0.57 | … | … | 2.75 | 0.11 | 3.99 | 1.11 | 1.95 | 1.00 |
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 |
|---|---|---|---|---|
| IVRCX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS C) |
-0.79%
Feb 2015 – Feb 2018 |
3.75%
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 |
|---|---|---|---|---|
| IVRCX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS C) |
10.69%
Aug 2013 – Aug 2016 |
6.52%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart