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VY CBRE Global Real Estate S2 (IRGSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.94+0.07 (+0.71%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.64%
5-Year Average Return1.74%
Number of Years Up10
Number of Years Down7
Best 1 Yr Total Return (Jun 26, 2024)33.90%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return33.90%
Worst 3-Yr Total Return-1.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIRGSXCategory
YTD-3.67%14.32%
1-Month3.64%0.73%
3-Month0.10%8.73%
1-Year8.69%32.33%
3-Year-2.41%7.75%
5-Year2.22%6.57%
10-Year2.70%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%N/AN/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)

YTD66
1-Month72
3-Month87
1-Year42
3-Year12
5-Year15

Load Adjusted Returns

1-Year8.69%
3-Year-2.41%
5-Year2.22%
10-Year2.70%