IRGSX - VYÂ Clarion Global Real Estate S2

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-3.43%
5-Year Average Return3.80%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (May 30, 2018)33.26%
Worst 1 Yr Total Return (May 30, 2018)-41.34%
Best 3-Yr Total Return33.26%
Worst 3-Yr Total Return-10.21%

Trailing Returns (%) Vs. Benchmarks

ReturnIRGSXCategory
YTD-3.43%-0.84%
1-Month-0.17%0.38%
3-Month3.16%4.54%
1-Year3.11%6.77%
3-Year1.54%4.00%
5-Year3.80%5.19%
10-Year2.86%3.24%
Last Bull Market21.94%22.89%
Last Bear Market-18.46%-20.66%

Annual Total Return (%) History

Year
IRGSXCategory
2018
N/AN/A
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
2018-4.63%N/AN/AN/A
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)

YTD94
1-Month69
3-Month71
1-Year92
3-Year98
5-Year89

Load Adjusted Returns

1-Year3.11%
3-Year1.54%
5-Year3.80%
10-Year2.86%