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Australia markets closed
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Ivy Funds - Delaware Global Real Estate Fund (IREBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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12.15
0.00
(0.00%)
At close: 07:45PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
11.01%
5-year average return
5.09%
Number of years up
4
Number of years down
3
Best 1-yr total return (3 Feb 2019)
19.03%
Worst 1-yr total return (3 Feb 2019)
-5.63%
Best 3-yr total return
19.03%
Worst 3-yr total return
0.63%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
IREBX
Category
YTD
21.80%
14.32%
1-month
0.00%
0.73%
3-month
1.84%
8.73%
1-year
24.26%
32.33%
3-year
9.05%
7.75%
5-year
6.12%
6.57%
10-year
0.00%
6.49%
Last bull market
0.00%
23.44%
Last bear market
0.00%
-20.52%
Annual total return (%) history
Year
IREBX
Category
2021
N/A
N/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/A
2.92%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
6.43%
9.17%
-0.95%
N/A
2020
-26.07%
10.73%
3.01%
12.18%
2019
14.81%
-0.93%
2.29%
2.31%
2018
-4.00%
4.85%
-0.19%
-6.07%
2017
1.19%
1.56%
1.06%
3.65%
2016
3.08%
0.94%
0.95%
-4.49%
2015
4.72%
-6.85%
-1.74%
2.78%
2014
3.60%
7.56%
-3.99%
6.39%
2013
0.83%
-1.54%
N/A
N/A
Rank in category (by total return)
YTD
52
1-month
62
3-month
63
1-year
36
3-year
57
5-year
70
Load adjusted returns
1-year
36.24%
3-year
9.19%
5-year
6.54%
10-year
N/A
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