Ivy Securian Real Estate Securities Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | 0 | 0 | -1.81 | 9.54 | 2.62 | 0.34 | -4.56 | -1.95 | -4.21 | -2.2 | -1.72 | 4.12 | 0 |
| 2000 | -0.32 | -1.28 | 4.23 | 4.64 | 1.01 | 4.03 | 7.98 | -2.49 | 3.23 | -4.61 | 0.47 | 6.62 | 25.2 |
| 2001 | -1 | -1.29 | -0.56 | 2.9 | 2.09 | 5.52 | -1.69 | 2.4 | -4.94 | -3.8 | 6.98 | -3.27 | 2.6 |
| 2002 | 0.27 | 3.05 | 6.08 | 1.73 | 0.57 | 2.33 | -5.62 | -0.34 | -3.28 | -4.13 | 3.58 | 0.4 | 4.1 |
| 2003 | -2.49 | 2.19 | 2.63 | 4.14 | 5.84 | 3.04 | 5.01 | 1.27 | 2.8 | 2.65 | 4.67 | 1 | 37.8 |
| 2004 | 3.63 | 2.67 | 5.46 | -13.48 | 5.44 | 3.43 | 1.06 | 6.37 | -0.23 | 5.73 | 4.92 | 6.89 | 34.7 |
| 2005 | -7.21 | 2.44 | -1.76 | 3.53 | 3.57 | 4.99 | 7.07 | -3.95 | 0.1 | -2.58 | 3.63 | 1.07 | 10.4 |
| 2006 | 5.95 | 1.1 | 5.38 | -3.51 | -2.42 | 5.34 | 2.01 | 3.51 | 1.61 | 6.16 | 4.07 | -2.19 | 29.8 |
| 2007 | 8.6 | -2.42 | -3.09 | 0.19 | 0.15 | -9.46 | -7.21 | 5.63 | 4.18 | 1.73 | -9.26 | -5.16 | -16.6 |
| 2008 | -1.19 | -3.89 | 6.03 | 6.21 | 0.05 | -10.3 | 2.83 | 2.17 | -0.21 | -29.38 | -21.8 | 14.23 | -36.5 |
| 2009 | -16.9 | -19.34 | 3.86 | 26.96 | 1.61 | -2.49 | 9.7 | 11.82 | 5.65 | -4.38 | 6.68 | 6.53 | 23.3 |
| 2010 | -5.29 | 5.66 | 9.87 | 6.46 | -4.96 | -5.1 | 9.25 | -1.62 | 5.16 | 4.13 | -1.62 | 4.96 | 28.3 |
| 2011 | 0.92 | 6.2 | -1.42 | 5.41 | 1.07 | -2.9 | 0.85 | -7.7 | -10.48 | 13.68 | -3.1 | 4.54 | 4.9 |
| 2012 | 6.29 | -0.83 | 5.01 | 3.2 | -4.74 | 4.68 | 1.88 | 0.04 | -1.44 | -1.05 | -0.32 | 3.85 | 17.2 |
| 2013 | 2.77 | 0.57 | 2.64 | 5.9 | -5.33 | -2.17 | 0.78 | -6.67 | 3.35 | 3.6 | -4.55 | 0.74 | 0.7 |
| 2014 | 2.96 | 5.09 | 0.87 | 3.66 | 2.38 | 0.77 | -0.12 | 2.81 | -5.43 | 10.49 | 1.79 | 1.74 | 29.7 |
| 2015 | 6.56 | -3.09 | 2.02 | -6.26 | 0.04 | -4.64 | 6.22 | -6.07 | 3.56 | 5.47 | -0.49 | 2.22 | 4.4 |
| 2016 | -4.15 | -1.25 | 10.16 | -3.04 | 2.38 | 7.03 | 3.57 | -3.76 | -2.12 | -5.33 | -2.54 | 4.45 | 4.2 |
| 2017 | -0.7 | 3.58 | -2.59 | 1.46 | -0.38 | 1.75 | 0.9 | 0.22 | -0.97 | -0.6 | 2.45 | 0.18 | 5.3 |
| 2018 | -3.35 | -7.57 | 3.79 | 0.98 | 2.7 | 3.64 | 0.54 | 2.4 | -2.27 | -3.07 | 4.84 | -7.44 | -5.7 |
| 2019 | 10.09 | 0.98 | 3.38 | -0.37 | 0.25 | 0.49 | 1.3 | 3.86 | 1.94 | 1.56 | -0.94 | -9.1 | 13.1 |
| 2020 | 1.83 | -7.71 | -16.76 | 7.59 | 1.23 | 1.22 | 5.78 | -0.23 | -4.7 | -1.94 | 8 | 3.1 | -5.3 |
| 2021 | -12.18 | 4.27 | 18.89 | 8.3 | 1.04 | 3.13 | 5.43 | 1.86 | -5.95 | 7.03 | -1.06 | -3.81 | 26.4 |
| 2022 | -6.97 | -2.8 | 6.37 | -3.9 | -7.39 | -6.89 | 9.36 | -6.09 | -12.84 | 3.16 | 6.46 | -28.52 | -44 |
| 2023 | 10.22 | -4.61 | -3.18 | 0.91 | -3.62 | 4.07 | 2.29 | -2.94 | -7.27 | -3.46 | 10.15 | -1.04 | -0.2 |
| 2024 | -3.54 | 2.25 | -0.94 | -4.32 | -7.5 |