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IRGIX: ING Clarion Global Real Estate Port I (MUTUAL FUND)
Basic Info 13.04 0.04(0.31%) October 22
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 02/02/2006 |
| Last Dividend Date: | 07/13/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.89% |
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Performance Analytics (As of 10/22/2021)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.8 | 23.6 | 37.4 | 13.0 | 7.9 | 8.2 | 4.5 | 5.5 | -4.8 | 24.7 | -8.5 | 10.8 | 0.9 | -1.4 | 14.1 | 4.0 | 26.1 | -5.1 | 16.3 | 35.0 | -41.1 | -7.0 | 28.9 |
| SR | NA | 2.31 | 2.61 | 0.53 | 0.38 | 0.47 | NA | 0.21 | -0.14 | 2.52 | -0.81 | 1.31 | 0.04 | -0.1 | 1.53 | 0.28 | 2.06 | -0.21 | 0.75 | 0.87 | -0.82 | -0.46 | 2.41 |
| DD(%) | NA | 7.0 | 7.0 | 42.8 | 42.8 | 42.8 | NA | 68.2 | 42.8 | 4.2 | 12.1 | 5.0 | 14.4 | 15.5 | 7.9 | 15.5 | 9.4 | 22.0 | 15.0 | 37.1 | 58.3 | 20.4 | 9.7 |
| SD(%) | NA | 12.9 | 14.3 | 23.1 | 19.0 | 16.7 | NA | 23.3 | 36.5 | 9.3 | 12.1 | 7.8 | 15.5 | 14.4 | 9.2 | 14.1 | 12.8 | 24.6 | 21.5 | 39.9 | 51.1 | 21.8 | 11.9 |
| TR | NA | 0.36 | 0.44 | 0.13 | 0.08 | 0.09 | NA | 0.05 | -0.05 | 0.32 | -0.12 | 0.15 | 0.01 | -0.02 | 0.2 | 0.05 | 0.34 | -0.06 | 0.18 | 0.34 | -0.42 | -0.11 | 14.44 |
| Alpha(%) | NA | 0.06 | 0.05 | 0.03 | 0.02 | 0.01 | NA | 0.02 | 0.03 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.04 | 0.0 | -0.01 | 0.03 | -0.01 | 0.0 | 0.09 | 0.0 | 0.1 |
| Beta(%) | NA | 0.82 | 0.84 | 0.98 | 0.95 | 0.86 | NA | 0.92 | 1.03 | 0.73 | 0.82 | 0.68 | 0.75 | 0.62 | 0.71 | 0.86 | 0.77 | 0.86 | 0.88 | 1.02 | 1.0 | 0.89 | 0.02 |
| RS | NA | 0.59 | 0.65 | 0.74 | 0.71 | 0.71 | NA | 0.71 | 0.78 | 0.45 | 0.64 | 0.45 | 0.71 | 0.47 | 0.72 | 0.84 | 0.82 | 0.91 | 0.86 | 0.75 | 0.66 | 0.8 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2006
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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
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Best ETFs
- RWX (SPDR Dow Jones International RelEst ETF) 0.60% (98%)
- DRW (WisdomTree Global ex-US Real Estate ETF) 0.93% (97%)
- IFGL (iShares International Dev Rel Est) 0.10% (96%)
- WPS (iShares International Developed Property) 0.31% (95%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 0.26% (95%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.20% (94%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.55% (35%)
Best Closed End Funds
- AWP (Alpine Global Premier Property Common) 1.09% (100%)
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