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VY CBRE Real Estate I (IVRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.20+0.06 (+0.22%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.03%
5-Year Average Return4.15%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)52.34%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return52.34%
Worst 3-Yr Total Return0.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVRIXCategory
YTD-3.81%20.43%
1-Month4.29%2.69%
3-Month-1.39%11.34%
1-Year8.46%36.79%
3-Year0.21%10.81%
5-Year4.61%7.03%
10-Year5.64%9.08%
Last Bull Market23.03%31.03%
Last Bear Market-17.79%-16.60%

Annual Total Return (%) History

Year
IVRIXCategory
2024
N/AN/A
2023
14.31%N/A
2022
-26.97%N/A
2021
52.34%N/A
2020
-6.32%-4.49%
2019
28.48%27.28%
2018
-7.42%-5.97%
2017
5.47%6.22%
2016
4.47%6.89%
2015
3.20%2.41%
2014
30.27%28.03%
2013
2.27%1.55%
2012
15.85%17.60%
2011
9.76%7.51%
2010
28.29%27.08%
2009
36.29%31.26%
2008
-38.36%-39.55%
2007
-17.52%-14.66%
2006
37.95%33.58%
2005
17.11%11.51%
2004
38.13%32.02%
2003
N/A36.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.57%N/AN/AN/A
20233.75%2.15%-8.79%18.25%
2022-5.95%-17.79%-9.19%4.02%
202110.30%13.24%3.35%18.01%
2020-26.89%13.58%0.80%11.92%
201917.02%1.39%7.83%0.42%
2018-7.68%8.03%0.44%-7.58%
20170.63%1.65%0.32%2.78%
20165.12%5.59%-1.63%-4.33%
20154.55%-10.72%2.67%7.69%
201410.18%6.95%-3.19%14.19%
20136.69%-1.45%-3.05%0.33%
201210.56%3.04%-0.36%2.06%
20116.37%4.24%-14.54%15.84%
20109.39%-3.70%13.02%7.75%
2009-30.57%30.48%36.32%10.37%
20084.03%-7.64%3.26%-37.86%
20074.28%-7.44%0.06%-14.60%
200614.24%0.76%8.34%10.62%
2005-5.42%13.79%3.67%4.96%
200411.33%-3.16%8.70%17.87%
200311.41%8.49%N/AN/A

Rank In Category (By Total Return)

YTD43
1-Month70
3-Month62
1-Year56
3-Year9
5-Year14

Load Adjusted Returns

1-Year8.46%
3-Year0.21%
5-Year4.61%
10-Year5.64%