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IGR: CBRE Clarion Global Real Estate Income (CEF)
Basic Info 6.35 0.11(1.70%) December 02
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/25/2004 |
| Last Dividend Date: | 11/18/2022 |
| 12-Mo. Yield | 6.38% |
| Expenses | - |
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Performance Analytics (As of 12/02/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.1 | -22.8 | -15.4 | 4.6 | 6.7 | 5.6 | 3.2 | 5.2 | 56.3 | -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 | -0.82 | -0.54 | 0.12 | 0.21 | 0.23 | NA | 0.14 | 3.83 | -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 | 37.7 | 37.7 | 54.3 | 54.3 | 54.3 | NA | 87.3 | 10.3 | 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 | 31.4 | 30.6 | 34.2 | 27.7 | 22.2 | NA | 31.8 | 14.7 | 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 | -0.23 | -0.15 | 0.04 | 0.06 | 0.06 | NA | 0.04 | 0.77 | -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 | 0.03 | 0.04 | 0.06 | 0.04 | 0.02 | NA | 0.03 | 0.14 | 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 | 1.1 | 1.09 | 1.11 | 1.05 | 0.9 | NA | 1.02 | 0.73 | 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 | 0.56 | 0.55 | 0.56 | 0.52 | 0.46 | NA | 0.42 | 0.34 | 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
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