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VY CBRE Real Estate S (IVRSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.00-0.06 (-0.22%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.85%
5-Year Average Return4.56%
Number of Years Up26
Number of Years Down8
Best 1 Yr Total Return (Jun 25, 2024)51.95%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return51.95%
Worst 3-Yr Total Return0.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIVRSXCategory
YTD-3.92%20.43%
1-Month4.29%2.69%
3-Month-1.42%11.34%
1-Year8.21%36.79%
3-Year-0.03%10.81%
5-Year4.35%7.03%
10-Year5.39%9.08%
Last Bull Market22.86%31.03%
Last Bear Market-17.86%-16.60%

Annual Total Return (%) History

Year
IVRSXCategory
2024
N/AN/A
2023
14.04%N/A
2022
-27.14%N/A
2021
51.95%N/A
2020
-6.54%-4.49%
2019
28.15%27.28%
2018
-7.65%-5.97%
2017
5.18%6.22%
2016
4.24%6.89%
2015
2.94%2.41%
2014
29.87%28.03%
2013
2.06%1.55%
2012
15.54%17.60%
2011
9.50%7.51%
2010
27.98%27.08%
2009
35.89%31.26%
2008
-38.51%-39.55%
2007
-17.74%-14.66%
2006
37.63%33.58%
2005
16.78%11.51%
2004
37.77%32.02%
2003
37.73%36.80%
2002
0.20%4.54%
2001
8.14%10.00%
2000
30.99%27.02%
1999
-3.81%-2.76%
1998
-13.45%-15.59%
1997
22.79%22.21%
1996
35.30%34.46%
1995
16.59%14.08%
1994
6.34%-0.79%
1993
17.27%22.84%
1992
13.87%15.47%
1991
34.06%27.18%
1990
-20.78%-7.56%
1989
N/A10.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.68%N/AN/AN/A
20233.65%2.12%-8.87%18.23%
2022-6.01%-17.86%-9.25%3.98%
202110.20%13.20%3.29%17.93%
2020-26.93%13.54%0.69%11.89%
201916.99%1.31%7.76%0.34%
2018-7.72%7.97%0.37%-7.65%
20170.57%1.58%0.25%2.70%
20165.08%5.53%-1.69%-4.39%
20154.51%-10.78%2.62%7.59%
201410.09%6.87%-3.25%14.09%
20136.63%-1.49%-3.13%0.29%
201210.50%2.94%-0.41%1.99%
20116.30%4.21%-14.61%15.77%
20109.30%-3.71%12.95%7.66%
2009-30.61%30.40%36.22%10.25%
20083.94%-7.69%3.17%-37.89%
20074.19%-7.48%-0.01%-14.66%
200614.20%0.68%8.28%10.55%
2005-5.47%13.72%3.59%4.87%
200411.24%-3.25%8.67%17.79%
20030.73%13.26%11.30%8.46%
20028.31%2.77%-10.22%0.26%
2001-2.63%9.39%-2.28%3.91%
20003.47%11.96%8.26%4.45%
1999-4.12%9.29%-8.57%0.41%
1998-1.20%-2.94%-9.13%-0.67%
19972.25%4.16%13.51%1.56%
19961.43%5.39%6.13%19.26%
1995-1.06%5.46%6.03%5.38%
19944.11%0.52%-1.03%2.67%
199319.67%-3.75%8.85%-6.47%
19921.29%0.85%6.18%4.99%
199123.44%-0.43%2.98%5.92%
1990-2.71%-4.31%-15.18%0.33%
19895.33%2.57%-8.84%N/A

Rank In Category (By Total Return)

YTD48
1-Month70
3-Month62
1-Year63
3-Year12
5-Year17

Load Adjusted Returns

1-Year8.21%
3-Year-0.03%
5-Year4.35%
10-Year5.39%