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VY CBRE Global Real Estate S2 (IRGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.95+0.04 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.25%
5-year average return1.45%
Number of years up10
Number of years down7
Best 1-yr total return (1 July 2024)33.90%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return33.90%
Worst 3-yr total return-1.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIRGSXCategory
YTD-3.96%14.32%
1-month-0.30%0.73%
3-month-3.21%8.73%
1-year5.34%32.33%
3-year-2.87%7.75%
5-year1.80%6.57%
10-year2.52%6.49%
Last bull market21.25%23.44%
Last bear market-17.13%-20.52%

Annual total return (%) history

Year
IRGSXCategory
2024
N/AN/A
2023
12.11%N/A
2022
-25.25%N/A
2021
33.90%N/A
2020
-5.19%-5.43%
2019
24.15%23.45%
2018
-8.84%-7.11%
2017
10.42%15.12%
2016
0.43%1.97%
2015
-1.84%-0.92%
2014
13.60%11.67%
2013
3.54%2.92%
2012
25.52%31.78%
2011
-5.43%-10.10%
2010
15.77%17.22%
2009
33.26%37.01%
2008
-41.34%-46.63%
2007
-7.39%-7.68%
2006
N/A39.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.77%-3.21%N/AN/A
20232.22%0.00%-6.64%17.48%
2022-6.49%-17.13%-10.36%7.61%
20216.50%10.44%0.61%13.14%
2020-27.07%11.57%3.34%12.75%
201915.12%0.80%4.30%2.58%
2018-4.63%2.68%-0.73%-6.22%
20171.19%2.95%1.15%4.79%
20164.33%2.20%0.78%-6.53%
20153.81%-7.26%-1.50%3.51%
20142.83%8.43%-5.13%7.40%
20134.57%-3.68%2.14%0.64%
201211.87%1.10%4.23%6.48%
20112.57%4.00%-17.20%7.07%
20101.94%-9.22%18.15%5.87%
2009-21.94%30.99%24.98%4.28%
2008-3.22%-8.10%-6.96%-29.11%
20075.58%-7.04%5.64%-10.67%
20069.25%13.94%N/AN/A

Rank in category (by total return)

YTD65
1-month67
3-month73
1-year40
3-year14
5-year15

Load adjusted returns

1-year5.34%
3-year-2.87%
5-year1.80%
10-year2.52%