Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVRNX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS N) | NA | 0.88% | NA | NA | NA | NA | NA | … | … |
Data as of 11/02/2018, Common starting date is 07/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVRNX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS N) | 07/05/2017 | 11/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | 0.88 | NA | NA | NA | NA | NA | … | … | -6.38 | -55.75 |
| Sharpe Ratio | NA | -2.04 | NA | NA | NA | NA | NA | … | … | -2.13 | -0.82 |
| Standard Deviation(%) | NA | 11.64 | NA | NA | NA | NA | NA | … | … | 12.24 | 122.62 |
| Draw Down(%) | NA | 9.29 | NA | NA | NA | NA | NA | … | … | 8.81 | 58.41 |
| Yield(%) | 0.00 | 4.07 | 0.58 | 0.35 | 0.17 | 0.12 | 0.09 | … | … | 3.13 | 0.36 |
Data as of 11/02/2018, Common starting date is 07/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVRNX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS N) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVRNX (IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND CLASS N) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart