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Delaware Real Estate Securities I (IREIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.63+0.16 (+1.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.29%
5-year average return3.91%
Number of years up12
Number of years down4
Best 1-yr total return (27 Jun 2024)44.01%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return44.01%
Worst 3-yr total return1.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIREIXCategory
YTD-3.88%20.43%
1-month3.96%2.69%
3-month-2.63%11.34%
1-year5.97%36.79%
3-year-1.41%10.81%
5-year3.74%7.03%
10-year5.45%9.08%
Last bull market16.91%31.03%
Last bear market-17.08%-16.60%

Annual total return (%) history

Year
IREIXCategory
2024
N/AN/A
2023
9.96%N/A
2022
-24.91%N/A
2021
44.01%N/A
2020
-3.10%-4.49%
2019
24.67%27.28%
2018
-5.32%-5.97%
2017
5.64%6.22%
2016
4.47%6.89%
2015
4.96%2.41%
2014
30.32%28.03%
2013
1.29%1.55%
2012
17.87%17.60%
2011
5.42%7.51%
2010
28.88%27.08%
2009
24.41%31.26%
2008
-35.98%-39.55%
2007
N/A-14.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.40%N/AN/AN/A
20232.57%1.94%-7.19%13.31%
2022-3.71%-17.08%-9.74%4.18%
20218.91%12.97%1.20%15.65%
2020-21.64%10.64%2.25%9.31%
201914.95%0.79%7.60%0.01%
2018-7.15%7.53%0.74%-5.86%
20170.27%2.96%0.24%2.09%
20164.35%6.39%-2.39%-3.59%
20155.45%-10.50%3.47%7.48%
20149.28%7.08%-2.79%14.56%
20136.23%-1.82%-2.66%-0.22%
201210.85%3.06%0.60%2.56%
20115.80%3.53%-16.58%15.36%
201010.10%-4.05%13.25%7.72%
2009-30.23%26.15%29.86%8.86%
20080.82%-4.56%5.07%-36.68%
20072.26%-12.20%N/AN/A

Rank in category (by total return)

YTD44
1-month73
3-month90
1-year86
3-year51
5-year27

Load adjusted returns

1-year5.97%
3-year-1.41%
5-year3.74%
10-year5.45%