Nasdaq - Delayed Quote USD

VY CBRE Global Real Estate S2 (IRGSX)

9.66 +0.11 (+1.15%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -6.67%
5y Average Return 1.86%
Number of Years Up 10
Number of Years Down 7
Best 1Y Total Return (Apr 22, 2024) 33.90%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 33.90%
Worst 3Y Total Return -1.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IRGSX
Category
YTD
-0.74%
14.32%
1-Month
3.14%
0.73%
3-Month
-0.74%
8.73%
1-Year
8.87%
32.33%
3-Year
1.50%
7.75%
5-Year
2.64%
6.57%
10-Year
3.69%
6.49%
Last Bull Market
46.48%
23.44%
Last Bear Market
-17.13%
-20.52%

Annual Total Return (%) History

Year
IRGSX
Category
2024
--
--
2023
12.11%
--
2022
-25.25%
--
2021
33.90%
--
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
--
39.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.74% -- -- --
2023 2.22% 0.00% -6.64% 17.48%
2022 -6.49% -17.13% -10.36% 7.61%
2021 6.50% 10.44% 0.61% 13.14%
2020 -27.07% 11.57% 3.34% 12.75%
2019 15.12% 0.80% 4.30% 2.58%
2018 -4.63% 2.68% -0.73% -6.22%
2017 1.19% 2.95% 1.15% 4.79%
2016 4.33% 2.20% 0.78% -6.53%
2015 3.81% -7.26% -1.50% 3.51%

2014 2.83% 8.43% -5.13% 7.40%
2013 4.57% -3.68% 2.14% 0.64%
2012 11.87% 1.10% 4.23% 6.48%
2011 2.57% 4.00% -17.20% 7.07%
2010 1.94% -9.22% 18.15% 5.87%
2009 -21.94% 30.99% 24.98% 4.28%
2008 -3.22% -8.10% -6.96% -29.11%
2007 5.58% -7.04% 5.64% -10.67%
2006 9.25% 13.94% -- --

Rank in Category (By Total Return)

YTD 47
1-Month 66
3-Month 47
1-Year 32
3-Year 6
5-Year 14

Load Adjusted Returns

1-Year 8.87%
3-Year 1.50%
5-Year 2.64%
10-Year 3.69%

Performance & Risk

YTD Return -6.67%
5y Average Return 1.86%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family Voya
Net Assets 177.43M
YTD Return -0.74%
Yield 1.47%
Morningstar Rating
Inception Date Jan 03, 2006

Fund Summary

The Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of equity securities of companies that are principally engaged in the real estate industry. The sub-adviser considers a company to be principally engaged in the real estate industry if the company: (i) derives at least 50% of its total revenue or earnings from owning, operating, developing, constructing, financing, managing, and/or selling commercial, industrial, or residential real estate; or (ii) has at least 50% of its assets invested in real estate.

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