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Delaware Real Estate Securities Y (IRSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.22-0.20 (-1.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.29%
5-year average return3.21%
Number of years up15
Number of years down5
Best 1-yr total return (24 Jun 2024)43.74%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return43.74%
Worst 3-yr total return1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIRSYXCategory
YTD-3.95%20.43%
1-month3.99%2.69%
3-month-2.64%11.34%
1-year5.69%36.79%
3-year-1.65%10.81%
5-year3.50%7.03%
10-year5.21%9.08%
Last bull market16.77%31.03%
Last bear market-17.09%-16.60%

Annual total return (%) history

Year
IRSYXCategory
2024
N/AN/A
2023
9.70%N/A
2022
-25.16%N/A
2021
43.74%N/A
2020
-3.29%-4.49%
2019
24.37%27.28%
2018
-5.54%-5.97%
2017
5.44%6.22%
2016
4.25%6.89%
2015
4.68%2.41%
2014
30.01%28.03%
2013
1.04%1.55%
2012
17.60%17.60%
2011
5.21%7.51%
2010
28.55%27.08%
2009
24.31%31.26%
2008
-36.16%-39.55%
2007
-16.31%-14.66%
2006
30.16%33.58%
2005
10.72%11.51%
2004
34.93%32.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.45%N/AN/AN/A
20232.54%1.91%-7.27%13.21%
2022-3.81%-17.09%-9.81%4.05%
20218.89%12.87%1.16%15.61%
2020-21.67%10.63%2.17%9.24%
201914.89%0.73%7.56%-0.08%
2018-7.23%7.47%0.70%-5.91%
20170.23%2.90%0.19%2.04%
20164.30%6.33%-2.43%-3.65%
20155.37%-10.52%3.41%7.37%
20149.23%7.00%-2.87%14.52%
20136.14%-1.85%-2.77%-0.25%
201210.83%2.96%0.54%2.51%
20115.77%3.50%-16.60%15.24%
201010.08%-4.11%13.15%7.62%
2009-30.25%26.15%29.82%8.83%
20080.70%-4.62%5.00%-36.70%
20072.73%-9.14%2.22%-12.28%
200613.01%-0.80%7.40%8.11%
2005-6.53%12.59%3.06%2.08%
200412.21%-5.60%8.18%17.76%

Rank in category (by total return)

YTD49
1-month72
3-month91
1-year87
3-year60
5-year32

Load adjusted returns

1-year5.69%
3-year-1.65%
5-year3.50%
10-year5.21%