Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRECX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS C) | NA | -2.39% | -6.35% | -0.53% | 1.08% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRECX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS C) | 04/03/2013 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.39 | -6.35 | -0.53 | 1.08 | NA | NA | … | … | -4.14 | 7.09 | -23.38 | 25.63 | -5.54 | 19.11 | -5.85 | 7.57 | 0.17 | -1.62 | 13.80 | -5.13 |
| Sharpe Ratio | NA | -0.41 | -0.45 | -0.10 | 0.00 | NA | NA | … | … | -1.06 | 0.17 | -0.88 | 2.12 | -0.16 | 1.90 | -0.58 | 0.90 | 0.00 | -0.12 | 1.59 | -0.50 |
| Standard Deviation(%) | NA | 13.93 | 19.97 | 22.89 | 18.22 | NA | NA | … | … | 10.37 | 16.89 | 28.08 | 12.08 | 36.08 | 9.31 | 12.26 | 7.72 | 14.73 | 13.74 | 8.70 | 13.75 |
| Draw Down(%) | NA | 15.87 | 32.11 | 41.49 | 41.49 | NA | NA | … | … | 6.11 | 21.01 | 30.68 | 7.04 | 41.49 | 5.60 | 11.17 | 4.40 | 12.08 | 14.56 | 7.58 | 14.42 |
| Yield(%) | 0.00 | 97.66 | 27.53 | 19.66 | 11.14 | 7.97 | 5.98 | … | … | 96.02 | 0.77 | 9.87 | 3.04 | 2.36 | 6.05 | 4.07 | 1.25 | 1.37 | 1.72 | 1.63 | 0.90 |
Data as of 07/23/2024, 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 |
|---|---|---|---|---|
| IRECX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS C) |
-5.26%
Jun 2021 – Jun 2024 |
-3.45%
Mar 2015 – Mar 2020 |
0.76%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRECX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS C) |
12.23%
Dec 2018 – Dec 2021 |
7.44%
Dec 2016 – Dec 2021 |
2.79%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart