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VY Clarion Global Real Estate S (IRGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.87+0.14 (+1.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.61%
5-year average return2.39%
Number of years up10
Number of years down7
Best 1-yr total return (30 May 2024)34.14%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return34.14%
Worst 3-yr total return-1.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIRGTXCategory
YTD-7.03%14.32%
1-month-6.39%0.73%
3-month-2.76%8.73%
1-year0.77%32.33%
3-year-2.74%7.75%
5-year1.62%6.57%
10-year2.86%6.49%
Last bull market21.45%23.44%
Last bear market-17.13%-20.52%

Annual total return (%) history

Year
IRGTXCategory
2024
N/AN/A
2023
12.33%N/A
2022
-25.12%N/A
2021
34.14%N/A
2020
-5.04%-5.43%
2019
24.35%23.45%
2018
-8.74%-7.11%
2017
10.50%15.12%
2016
0.62%1.97%
2015
-1.69%-0.92%
2014
13.86%11.67%
2013
3.71%2.92%
2012
25.65%31.78%
2011
-5.30%-10.10%
2010
16.00%17.22%
2009
33.42%37.01%
2008
-41.26%-46.63%
2007
-7.29%-7.68%
2006
N/A39.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.68%N/AN/AN/A
20232.24%0.10%-6.65%17.57%
2022-6.41%-17.13%-10.35%7.70%
20216.57%10.46%0.66%13.20%
2020-26.99%11.66%3.29%12.78%
201915.24%0.89%4.32%2.52%
2018-4.59%2.70%-0.73%-6.19%
20171.20%2.97%1.17%4.82%
20164.36%2.21%0.81%-6.42%
20153.83%-7.22%-1.44%3.54%
20142.94%8.47%-5.08%7.44%
20134.68%-3.70%2.21%0.65%
201212.04%1.00%4.34%6.42%
20112.58%4.02%-17.14%7.11%
20102.06%-9.25%18.26%5.90%
2009-22.00%31.28%24.92%4.30%
2008-3.15%-8.13%-6.89%-29.10%
20075.59%-6.99%5.66%-10.66%
2006-1.08%9.33%13.95%N/A

Rank in category (by total return)

YTD58
1-month66
3-month52
1-year30
3-year7
5-year12

Load adjusted returns

1-year0.77%
3-year-2.74%
5-year1.62%
10-year2.86%