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Ivy Funds - Delaware Global Real Estate Fund (IREBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.150.00 (0.00%)
At close: 07:45PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return11.01%
5-Year Average Return5.09%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)19.03%
Worst 1 Yr Total Return (Feb 3, 2019)-5.63%
Best 3-Yr Total Return19.03%
Worst 3-Yr Total Return0.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIREBXCategory
YTD21.80%14.32%
1-Month0.00%0.73%
3-Month1.84%8.73%
1-Year24.26%32.33%
3-Year9.05%7.75%
5-Year6.12%6.57%
10-Year0.00%6.49%
Last Bull Market0.00%23.44%
Last Bear Market0.00%-20.52%

Annual Total Return (%) History

Year
IREBXCategory
2021
N/AN/A
2020
-5.41%-5.43%
2019
19.03%23.45%
2018
-5.63%-7.11%
2017
7.65%15.12%
2016
0.32%1.97%
2015
-1.49%-0.92%
2014
13.82%11.67%
2013
N/A2.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20216.43%9.17%-0.95%N/A
2020-26.07%10.73%3.01%12.18%
201914.81%-0.93%2.29%2.31%
2018-4.00%4.85%-0.19%-6.07%
20171.19%1.56%1.06%3.65%
20163.08%0.94%0.95%-4.49%
20154.72%-6.85%-1.74%2.78%
20143.60%7.56%-3.99%6.39%
20130.83%-1.54%N/AN/A

Rank In Category (By Total Return)

YTD52
1-Month62
3-Month63
1-Year36
3-Year57
5-Year70

Load Adjusted Returns

1-Year36.24%
3-Year9.19%
5-Year6.54%
10-YearN/A