Canada markets closed

Ivy Funds - Delaware Global Real Estate Fund (IRESX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
8.480.00 (0.00%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.71%
5-Year Average Return1.04%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Apr 18, 2024)27.23%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return27.23%
Worst 3-Yr Total Return-1.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIRESXCategory
YTD-0.19%14.32%
1-Month2.65%0.73%
3-Month-0.19%8.73%
1-Year7.21%32.33%
3-Year-0.09%7.75%
5-Year1.25%6.57%
10-Year3.55%6.49%
Last Bull Market44.14%23.44%
Last Bear Market-14.68%-20.52%

Annual Total Return (%) History

Year
IRESXCategory
2024
N/AN/A
2023
8.11%N/A
2022
-22.46%N/A
2021
27.23%N/A
2020
-4.50%-5.43%
2019
20.44%23.45%
2018
-4.66%-7.11%
2017
8.96%15.12%
2016
1.30%1.97%
2015
-0.51%-0.92%
2014
14.95%11.67%
2013
N/A2.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.19%N/AN/AN/A
20230.65%0.46%-5.75%13.44%
2022-2.15%-14.68%-12.24%5.84%
20216.75%9.35%-0.51%9.55%
2020-25.88%10.99%3.30%12.38%
201915.05%-0.57%2.54%2.68%
2018-3.79%5.16%0.09%-5.85%
20171.58%1.85%1.24%4.03%
20163.31%1.30%1.14%-4.29%
20155.00%-6.64%-1.45%2.98%
20143.92%7.73%-3.69%6.62%
20131.04%-1.23%N/AN/A

Rank In Category (By Total Return)

YTD22
1-Month90
3-Month22
1-Year66
3-Year33
5-Year43

Load Adjusted Returns

1-Year7.21%
3-Year-0.09%
5-Year1.25%
10-Year3.55%