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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 (3 Feb 2019)19.03%
Worst 1-yr total return (3 Feb 2019)-5.63%
Best 3-yr total return19.03%
Worst 3-yr total return0.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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