Performance analysis of IGR (CBRE Global Real Estate Income Fund)
Annual Return
Over the past 3 years, IGR has had an average annual return of +10.21%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IGR has had an average annual return of -1.05%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IGR has had an average annual return of +5.01%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Feb 25, 2004, IGR has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +10.83% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.97% | +5.32% | +1.25% | +8.66% | -35.49% | +52.92% | -5.39% | +41.01% | -15.50% | +17.34% | +3.96% | -8.95% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +20.84% | -4.97% | +39.05% | -5.29% | +31.17% | +79.63% | -67.28% | -32.03% | +77.81% | +18.64% | +6.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.52% | +5.24% | -10.45% | +9.78% | -0.85% | -3.00% | +9.97% | ||||||
| 2025 | +8.92% | +3.49% | -1.52% | -2.24% | +4.63% | +3.92% | -7.39% | +6.03% | +2.57% | -3.32% | -3.41% | -5.10% | +5.32% |
| 2024 | -2.56% | -2.50% | +8% | -7.38% | +2.39% | +2.42% | +15.48% | +12.06% | +3.80% | -11.30% | +1.61% | -16.07% | +1.25% |
| 2023 | +21.01% | -6.74% | -15.44% | +2.65% | -2.98% | +2.29% | +7.30% | -5.58% | -12.05% | -8.03% | +14.75% | +18.86% | +8.66% |
| 2022 | -10.65% | -5.07% | +10.88% | -6.01% | -5.07% | -7.87% | +10.41% | -5.96% | -21.57% | +2.70% | +11.32% | -10.37% | -35.49% |
| 2021 | +3.07% | +4.41% | +7.70% | +6.41% | +4.75% | +3.03% | +3.20% | +2.46% | -8.73% | +10.18% | -0.88% | +9% | +52.92% |
| 2020 | +1.49% | -10.35% | -26.47% | +8.01% | +7.22% | +0.98% | +2.87% | +2.46% | -2.60% | -5.56% | +19.66% | +4.23% | -5.39% |
| 2019 | +16.28% | +0.56% | +5.95% | -0.40% | +0.14% | +2.57% | +2.80% | +0.66% | +4.07% | +2.03% | +0.25% | +1.01% | +41.01% |
| 2018 | -0.75% | -4.73% | -0.41% | +2.20% | +1.09% | +1.88% | +1.07% | +0.80% | -3.04% | -7.70% | +2.86% | -9.09% | -15.50% |
| 2017 | +2.60% | +3.78% | -1.94% | +3.22% | -0.64% | +2.78% | +2.46% | +0.27% | +1.55% | -0.14% | -0.12% | +2.46% | +17.34% |
Drawdown analysis of IGR (CBRE Global Real Estate Income Fund)
The maximum drawdown for the IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 2657 trading sessions.
The current IGR drawdown is -17.80%.
Since Feb 25, 2004 IGR has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.09% | Dec 29, 2006 | 549 | Mar 9, 2009 | 2657 | Sep 26, 2019 | 3206 |
| -54.29% | Feb 18, 2020 | 21 | Mar 18, 2020 | 258 | Mar 26, 2021 | 279 |
| -50.88% | Dec 31, 2021 | 458 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -25.35% | Mar 5, 2004 | 45 | May 10, 2004 | 143 | Dec 2, 2004 | 188 |
| -10.92% | May 10, 2006 | 10 | May 24, 2006 | 42 | Jul 25, 2006 | 52 |
| -10.76% | Sep 3, 2021 | 18 | Sep 30, 2021 | 27 | Nov 8, 2021 | 45 |
| -10.29% | Aug 3, 2005 | 3 | Aug 8, 2005 | 86 | Dec 8, 2005 | 89 |
| -8.84% | Apr 6, 2006 | 6 | Apr 17, 2006 | 17 | May 10, 2006 | 23 |
| -8.51% | Nov 1, 2006 | 6 | Nov 9, 2006 | 13 | Nov 29, 2006 | 19 |
| -8.39% | Mar 4, 2005 | 16 | Mar 29, 2005 | 21 | Apr 27, 2005 | 37 |
| -6.68% | Dec 31, 2004 | 17 | Jan 26, 2005 | 14 | Feb 15, 2005 | 31 |
| -4.60% | Nov 12, 2021 | 12 | Dec 1, 2021 | 4 | Dec 7, 2021 | 16 |
| -4.57% | Jan 9, 2006 | 4 | Jan 13, 2006 | 13 | Feb 2, 2006 | 17 |
| -4.45% | Apr 29, 2021 | 9 | May 12, 2021 | 6 | May 20, 2021 | 15 |
| -3.96% | Jun 14, 2021 | 4 | Jun 18, 2021 | 15 | Jul 12, 2021 | 19 |
| -3.92% | Mar 6, 2006 | 2 | Mar 8, 2006 | 6 | Mar 16, 2006 | 8 |
| -3.90% | Sep 5, 2006 | 2 | Sep 7, 2006 | 3 | Sep 12, 2006 | 5 |
| -3.61% | Sep 15, 2006 | 5 | Sep 22, 2006 | 6 | Oct 2, 2006 | 11 |
| -3.43% | Feb 2, 2006 | 3 | Feb 7, 2006 | 10 | Feb 22, 2006 | 13 |
| -3.42% | Jul 14, 2021 | 3 | Jul 19, 2021 | 9 | Jul 30, 2021 | 12 |
| -2.98% | Nov 1, 2019 | 4 | Nov 7, 2019 | 16 | Dec 2, 2019 | 20 |
| -2.62% | Jun 13, 2005 | 7 | Jun 22, 2005 | 6 | Jun 30, 2005 | 13 |
| -2.52% | Aug 16, 2021 | 3 | Aug 19, 2021 | 7 | Aug 30, 2021 | 10 |
| -2.42% | Aug 22, 2006 | 3 | Aug 25, 2006 | 3 | Aug 30, 2006 | 6 |
| -2.15% | Sep 30, 2019 | 2 | Oct 2, 2019 | 11 | Oct 17, 2019 | 13 |