Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGR (CBRE Clarion Global Real Estate Income Fund) | 10.42% | 2.76% | 10.15% | -0.28% | 5.27% | 5.51% | 3.48% | … | … |
Data as of 06/05/2026, Common starting date is 02/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGR (CBRE Clarion Global Real Estate Income Fund) | 02/25/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 2.76 | 10.15 | -0.28 | 5.27 | 5.51 | 3.48 | … | … | 10.42 | 5.24 | 1.19 | 13.33 | -35.51 | 52.83 | -5.27 | 41.01 | -15.50 | 17.34 | 3.32 | -8.95 | 20.85 | -4.97 | 39.05 | -5.29 | 31.17 | 79.62 | -67.92 | -32.12 | 76.88 | 17.82 | 6.51 |
| Sharpe Ratio | NA | 0.19 | 0.39 | -0.07 | 0.16 | NA | NA | … | … | 1.59 | 0.11 | -0.10 | 0.33 | -1.21 | 3.57 | -0.11 | 3.64 | -1.24 | 1.51 | 0.17 | -0.57 | 2.00 | -0.30 | 2.47 | -0.20 | 1.15 | 1.48 | -0.80 | -1.14 | 3.67 | 1.03 | 0.30 |
| Standard Deviation(%) | NA | 18.52 | 23.11 | 25.15 | 24.98 | NA | NA | … | … | 20.98 | 21.02 | 24.14 | 29.64 | 30.75 | 14.77 | 48.76 | 10.86 | 13.67 | 11.09 | 18.52 | 15.68 | 10.41 | 16.80 | 15.94 | 27.08 | 26.94 | 53.90 | 85.66 | 31.17 | 20.13 | 15.16 | 21.76 |
| Draw Down(%) | NA | 16.14 | 29.54 | 48.78 | 54.29 | NA | NA | … | … | 15.70 | 17.36 | 24.36 | 39.49 | 41.72 | 10.77 | 54.29 | 3.65 | 17.40 | 6.91 | 17.76 | 20.48 | 10.12 | 24.27 | 12.53 | 23.85 | 23.08 | 50.94 | 84.47 | 35.17 | 10.92 | 10.29 | 25.36 |
| Yield(%) | 0.00 | 14.04 | 13.85 | 7.93 | 8.21 | 7.43 | 4.93 | … | … | 6.83 | 15.00 | 13.16 | 12.33 | 7.16 | 8.96 | 7.49 | 9.71 | 7.58 | 8.13 | 7.94 | 6.31 | 6.80 | 5.95 | 8.35 | 6.85 | 8.41 | 12.74 | 7.83 | 13.51 | 19.68 | 9.63 | 4.98 |
Data as of 06/05/2026, Common starting date is 02/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGR (CBRE Clarion Global Real Estate Income Fund) |
-36.11%
Feb 2006 – Feb 2009 |
-16.58%
Mar 2004 – Mar 2009 |
-3.10%
Dec 2006 – Dec 2016 |
0.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGR (CBRE Clarion Global Real Estate Income Fund) |
51.51%
Feb 2009 – Feb 2012 |
33.65%
Feb 2009 – Feb 2014 |
18.03%
Feb 2009 – Feb 2019 |
13.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart