Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRSEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS N) | 15.25% | 19.30% | 12.53% | 4.52% | 6.74% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS N) | 08/01/2014 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.72 | 19.30 | 12.53 | 4.52 | 6.74 | NA | NA | … | … | 15.25 | 7.09 | 8.00 | 9.85 | -25.18 | 44.16 | -2.98 | 24.69 | -5.20 | 5.81 | 4.68 | 5.08 | 11.61 |
| Sharpe Ratio | NA | 1.34 | 0.59 | 0.09 | 0.20 | NA | NA | … | … | 2.48 | 0.25 | 0.29 | 0.32 | -0.55 | 2.87 | -0.08 | 1.86 | -0.41 | 0.52 | 0.26 | 0.28 | 2.36 |
| Standard Deviation(%) | NA | 12.95 | 16.24 | 26.49 | 24.63 | NA | NA | … | … | 14.05 | 17.00 | 15.10 | 19.67 | 48.93 | 15.39 | 42.30 | 12.48 | 16.31 | 9.90 | 16.97 | 17.74 | 12.75 |
| Draw Down(%) | NA | 8.05 | 17.90 | 33.87 | 40.67 | NA | NA | … | … | 8.05 | 16.11 | 9.61 | 19.49 | 31.64 | 7.65 | 40.67 | 5.37 | 12.67 | 6.08 | 15.31 | 16.28 | 7.22 |
| Yield(%) | 0.00 | 19.85 | 14.34 | 11.55 | 9.56 | 7.77 | 5.83 | … | … | 0.66 | 20.69 | 15.13 | 9.73 | 19.54 | 17.37 | 2.20 | 11.73 | 7.11 | 12.29 | 10.39 | 6.25 | 3.91 |
Data as of 06/10/2026, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS N) |
-3.90%
Dec 2021 – Dec 2024 |
0.45%
Mar 2015 – Mar 2020 |
4.92%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSEX (IVY ADVANTUS REAL ESTATE SECURITIES FUND CLASS N) |
20.37%
Dec 2018 – Dec 2021 |
11.83%
Dec 2016 – Dec 2021 |
7.45%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart