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IGR: CBRE Clarion Global Real Estate Income Fund (CEF)
Basic Info 4.54 0(0.0%) June 05
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/25/2004 |
| Last Dividend Date: | 05/20/2026 |
| 12-Mo. Yield | 14.12% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/25/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 10.4 | 2.8 | 10.3 | 0.0 | 5.4 | 5.4 | 3.5 | 4.8 | 5.2 | 1.2 | 13.3 | -35.5 | 52.8 | -5.3 | 41.0 | -15.5 | 17.3 | 3.3 | -8.9 | 20.8 | -5.0 | 39.1 | -5.3 | 31.2 | 79.6 | -67.9 | -32.1 | 76.9 | 17.8 | 6.5 |
| Sharpe Ratio | NA | 1.59 | 0.19 | 0.39 | -0.07 | 0.16 | NA | NA | 0.12 | 0.11 | -0.1 | 0.33 | -1.21 | 3.57 | -0.11 | 3.64 | -1.24 | 1.51 | 0.17 | -0.57 | 2.0 | -0.3 | 2.47 | -0.2 | 1.15 | 1.48 | -0.8 | -1.14 | 3.67 | 1.03 | 0.3 |
| Draw Down(%) | NA | 15.7 | 16.1 | 29.5 | 48.8 | 54.3 | NA | NA | 87.4 | 17.4 | 24.4 | 39.5 | 41.7 | 10.8 | 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 |
| Standard Deviation(%) | NA | 21.0 | 18.5 | 23.1 | 25.1 | 25.0 | NA | NA | 30.8 | 21.0 | 24.1 | 29.6 | 30.7 | 14.8 | 48.8 | 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 |
| Treynor Ratio | NA | 0.37 | 0.04 | 0.09 | -0.02 | 0.04 | NA | NA | 0.04 | 0.03 | -0.03 | 0.08 | -0.34 | 0.68 | -0.05 | 0.72 | -0.26 | 0.27 | 0.05 | -0.14 | 0.39 | -0.08 | 0.81 | -0.07 | 0.38 | 0.71 | -0.5 | -0.38 | 0.88 | 0.0 | 0.0 |
| Alpha | NA | 0.13 | 0.0 | 0.03 | 0.02 | 0.03 | NA | NA | 0.03 | -0.06 | 0.06 | 0.04 | -0.06 | 0.14 | 0.05 | 0.1 | -0.04 | 0.03 | 0.01 | -0.03 | 0.07 | -0.03 | 0.07 | 0.03 | 0.05 | 0.13 | 0.03 | -0.12 | 0.22 | NA | NA |
| Beta | NA | 0.89 | 0.91 | 1.0 | 1.03 | 1.0 | NA | NA | 1.02 | 0.94 | 0.93 | 1.21 | 1.09 | 0.77 | 1.17 | 0.55 | 0.66 | 0.61 | 0.68 | 0.62 | 0.54 | 0.62 | 0.49 | 0.81 | 0.82 | 1.13 | 1.38 | 0.92 | 0.84 | NA | NA |
| RSquared | NA | 0.5 | 0.42 | 0.39 | 0.42 | 0.45 | NA | NA | 0.42 | 0.34 | 0.3 | 0.4 | 0.56 | 0.39 | 0.58 | 0.18 | 0.33 | 0.18 | 0.42 | 0.39 | 0.32 | 0.31 | 0.21 | 0.67 | 0.48 | 0.5 | 0.45 | 0.42 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 6.8 | 14.0 | 13.8 | 7.9 | 8.2 | 7.4 | 4.9 | N/A | 15.0 | 13.2 | 12.3 | 7.2 | 9.0 | 7.5 | 9.7 | 7.6 | 8.1 | 7.9 | 6.3 | 6.8 | 6.0 | 8.4 | 6.9 | 8.4 | 12.7 | 7.8 | 13.5 | 19.7 | 9.6 | 5.0 |
| Dividend Growth(%) | N/A | -58.3 | 0.0 | 10.5 | 17.2 | -41.5 | N/A | N/A | N/A | 0.0 | -0.7 | 3.6 | 16.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.3 | 5.6 | 0.0 | -7.2 | 7.8 | 0.0 | 0.0 | -52.0 | -65.1 | -1.4 | 126.4 | 91.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2004
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