Find A Portfolio/Ticker
Comparison Box
IGR: CBRE Clarion Global Real Estate Income (CEF)
Basic Info 9.03 0.02(0.22%) June 11
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 02/25/2004 |
| Last Dividend Date: | 05/19/2021 |
| 12-Mo. Yield | 8.22% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/09/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.4 | 35.7 | 64.0 | 15.5 | 11.3 | 8.7 | 5.0 | 6.4 | -5.4 | 41.0 | -15.5 | 17.3 | 3.3 | -8.9 | 20.8 | -5.0 | 39.1 | -5.3 | 31.2 | 79.6 | -67.9 | -32.0 | 76.6 | 17.8 | 6.5 |
| SR | NA | 6.83 | 3.03 | 0.48 | 0.43 | 0.36 | NA | 0.17 | -0.11 | 3.65 | -1.23 | 1.51 | 0.17 | -0.57 | 2.0 | -0.3 | 2.47 | -0.2 | 1.15 | 1.48 | -0.8 | -1.13 | 3.67 | 1.03 | 0.31 |
| DD(%) | NA | 4.5 | 11.1 | 54.3 | 54.3 | 54.3 | NA | 87.3 | 54.3 | 3.6 | 17.4 | 6.9 | 17.8 | 20.5 | 10.1 | 24.3 | 12.5 | 23.9 | 23.1 | 50.9 | 84.5 | 35.2 | 10.9 | 10.3 | 25.4 |
| SD(%) | NA | 13.9 | 18.5 | 30.0 | 24.8 | 21.8 | NA | 32.2 | 48.7 | 10.9 | 13.7 | 11.1 | 18.5 | 15.7 | 10.4 | 16.8 | 15.9 | 27.1 | 26.9 | 53.9 | 85.7 | 31.2 | 20.1 | 15.2 | 21.8 |
| TR | NA | 1.33 | 0.67 | 0.14 | 0.11 | 0.09 | NA | 0.05 | -0.05 | 1.58 | -0.29 | 0.3 | 0.06 | -0.15 | 0.39 | -0.48 | 0.81 | -0.07 | 0.38 | 0.71 | -0.5 | -0.38 | 0.89 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.2 | 0.1 | 0.05 | 0.04 | 0.02 | NA | 0.03 | 0.05 | 0.13 | -0.02 | 0.04 | 0.05 | -0.01 | 0.08 | -0.03 | 0.07 | 0.03 | 0.05 | 0.13 | 0.03 | -0.12 | 0.22 | 0.02 | 0.0 |
| Beta(%) | NA | 0.72 | 0.83 | 1.07 | 0.98 | 0.84 | NA | 1.02 | 1.17 | 0.25 | 0.58 | 0.57 | 0.52 | 0.61 | 0.53 | 0.11 | 0.49 | 0.81 | 0.82 | 1.13 | 1.38 | 0.92 | 0.83 | 0.85 | 0.77 |
| RS | NA | 0.37 | 0.53 | 0.52 | 0.48 | 0.47 | NA | 0.41 | 0.59 | 0.08 | 0.28 | 0.16 | 0.3 | 0.38 | 0.32 | 0.1 | 0.21 | 0.67 | 0.48 | 0.5 | 0.45 | 0.42 | 0.01 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- MGLIX (MFS Global Real Estate I) 0.43% (99%)
- VGISX (Virtus Global Real Estate Securities I) 0.56% (98%)
- JERIX (Janus Global Real Estate I) 0.32% (96%)
- JARIX (James Alpha Global Real Estate Invsmts I) 0.10% (93%)
- ARYNX (American Century Global Real Estate Inst) 0.32% (88%)
- FIREX (Fidelity International Real Estate) 0.40% (87%)
- FIRIX (Fidelity Advisor Intl Real Estate I) 0.47% (85%)
- CSSPX (Cohen & Steers Global Realty I) 0.43% (84%)
- CSFAX (Cohen & Steers Global Realty A) 0.43% (81%)
- RRGIX (DWS RREEF Global Real Estate Secs I) 0.53% (75%)
Best ETFs
- IWDP.L (ISHARES II PLC ISHARES DM PROPE) (67%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 1.54% (40%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.33% (29%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.54% (26%)
- WPS (iShares International Developed Property) 0.58% (20%)
- IFGL (iShares International Dev Rel Est) 0.91% (16%)
- DRW (WisdomTree Global ex-US Real Estate ETF) 0.92% (14%)
- RWX (SPDR Dow Jones International RelEst ETF) 0.72% (11%)
Best Closed End Funds
- IGR (CBRE Clarion Global Real Estate Income) 0.22% (100%)
- AWP (Alpine Global Premier Property Common) 0.0% (94%)
Latest Articles Related to IGR
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments