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Ivy Funds - Delaware Global Real Estate Fund (IRENX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.690.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.77%
5-year average return1.05%
Number of years up3
Number of years down3
Best 1-yr total return (18 Apr 2024)27.20%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return27.20%
Worst 3-yr total return-1.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIRENXCategory
YTD-0.22%14.32%
1-month2.74%0.73%
3-month-0.22%8.73%
1-year7.25%32.33%
3-year-0.07%7.75%
5-year1.25%6.57%
10-year3.56%6.49%
Last bull market44.20%23.44%
Last bear market-14.69%-20.52%

Annual total return (%) history

Year
IRENXCategory
2024
N/AN/A
2023
8.20%N/A
2022
-22.44%N/A
2021
27.20%N/A
2020
-4.49%-5.43%
2019
20.45%23.45%
2018
-4.67%-7.11%
2017
N/A15.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.22%N/AN/AN/A
20230.66%0.48%-5.82%13.58%
2022-2.15%-14.69%-12.20%5.83%
20216.74%9.44%-0.60%9.54%
2020-25.95%11.11%3.19%12.49%
201915.13%-0.63%2.54%2.68%
2018-3.79%5.15%0.09%-5.86%
20174.00%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month88
3-month22
1-year63
3-year33
5-year43

Load adjusted returns

1-year7.25%
3-year-0.07%
5-year1.25%
10-year3.56%