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Delaware Ivy Securian Real Estate Securities Fund Class B (IRSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.04+0.01 (+0.03%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return10.12%
5-year average return7.48%
Number of years up12
Number of years down5
Best 1-yr total return (3 Feb 2019)28.49%
Worst 1-yr total return (3 Feb 2019)-37.16%
Best 3-yr total return28.49%
Worst 3-yr total return-14.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIRSBXCategory
YTD33.39%20.43%
1-month0.52%2.69%
3-month4.57%11.34%
1-year36.21%36.79%
3-year13.22%10.81%
5-year8.60%7.03%
10-year9.64%9.08%
Last bull market30.70%31.03%
Last bear market-18.60%-16.60%

Annual total return (%) history

Year
IRSBXCategory
2021
N/AN/A
2020
-4.40%-4.49%
2019
22.99%27.28%
2018
-6.67%-5.97%
2017
4.27%6.22%
2016
3.13%6.89%
2015
3.57%2.41%
2014
28.40%28.03%
2013
-0.32%1.55%
2012
15.93%17.60%
2011
3.62%7.51%
2010
26.53%27.08%
2009
21.22%31.26%
2008
-37.16%-39.55%
2007
-17.31%-14.66%
2006
28.49%33.58%
2005
9.37%11.51%
2004
33.28%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20218.59%12.48%0.34%N/A
2020-21.87%10.29%1.87%8.91%
201914.61%0.43%7.23%-0.35%
2018-7.47%7.12%0.39%-6.20%
2017-0.04%2.59%-0.08%1.76%
20164.00%6.07%-2.72%-3.90%
20155.11%-10.78%3.10%7.12%
20148.89%6.65%-3.16%14.17%
20135.80%-2.20%-3.09%-0.59%
201210.43%2.59%0.19%2.15%
20115.32%3.12%-16.92%14.83%
20109.67%-4.55%12.72%7.24%
2009-30.81%25.51%29.01%8.20%
20080.38%-4.95%4.56%-37.01%
20072.45%-9.38%1.83%-12.53%
200612.58%-1.09%7.08%7.76%
2005-6.85%12.28%2.71%1.82%
200411.94%-5.83%7.70%17.40%

Rank in category (by total return)

YTD50
1-month70
3-month91
1-year67
3-year65
5-year72

Load adjusted returns

1-year40.28%
3-year13.40%
5-year8.44%
10-year9.13%