Nasdaq - Delayed Quote USD
VY CBRE Real Estate S (IVRSX)
27.59
-0.02
(-0.07%)
At close: 8:01:15 PM EDT
Fund Summary
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in common and preferred stocks of U.S. real estate investment trusts and real estate companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 51.95% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -3.40% |
| 5y Average Return | 9.19% |
| Rank in Category (ytd) | 77 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IVRSX | Category Average | IVRSX | Category Average | IVRSX | Category Average | |
| Alpha | -12.31 | -0.01 | -4.32 | -0.05 | -2.65 | 0.02 |
| BETA | 1.19 | 0.01 | 1.1 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | -0.01 | 0.01 | 0.85 | 0.01 | 0.55 | 0.01 |
| R-squared | 76.99 | 0.66 | 72.72 | 0.55 | 62.73 | 0.47 |
| Standard Deviation | 20.88 | 0.2 | 19.58 | 0.17 | 18.28 | 0.16 |
| Sharpe Ratio | -0.23 | 0.01 | 0.38 | 0 | 0.25 | 0.01 |
| Treynor Ratio | -5.85 | 0.12 | 5.28 | 0.07 | 3.08 | 0.11 |
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