VY Clarion Real Estate Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1989 | 0 | 0 | 0 | 0 | 1.2 | 4.08 | 3.53 | -0.09 | -0.84 | -5.23 | -1.77 | -2.06 | 0 |
| 1990 | -3.67 | 0.22 | 0.79 | -2.19 | -2.02 | -0.15 | -1.04 | -8.68 | -6.16 | -5.01 | 5.57 | 0.07 | -20.8 |
| 1991 | 12.06 | 2.15 | 7.84 | 1.05 | 0.8 | -2.24 | 0.71 | 0 | 2.27 | -2.2 | -0.95 | 9.36 | 34.1 |
| 1992 | 3.1 | -1.61 | -0.15 | -0.44 | 2.89 | -1.55 | 3.22 | 0.21 | 2.67 | 0.85 | -0.11 | 4.24 | 13.9 |
| 1993 | 5.71 | 4.63 | 8.2 | -4.51 | -1.78 | 2.63 | 1.5 | 1.57 | 5.58 | -1.63 | -5.7 | 0.85 | 17.3 |
| 1994 | 1.25 | 6.1 | -3.08 | 1.12 | 1.95 | -2.5 | 0.17 | 0 | -1.19 | -3.37 | -2.95 | 9.53 | 6.4 |
| 1995 | -3.9 | 1.84 | 1.09 | -0.81 | 4.06 | 2.17 | 1.44 | 1.84 | 2.63 | -2.56 | 1.15 | 6.94 | 16.6 |
| 1996 | 1.03 | 1.18 | -0.77 | 0.16 | 3.27 | 1.89 | 0.07 | 4.29 | 1.69 | 2.7 | 4.42 | 9.28 | 32.9 |
| 1997 | 1.13 | 0.31 | 0.8 | -3.73 | 2.67 | 5.39 | 3.29 | -0.57 | 10.53 | -2.89 | 2.22 | 2.39 | 22.9 |
| 1998 | -2.08 | -1.62 | 2.56 | -3.38 | -0.34 | 0.81 | -6.28 | -7.92 | 5.29 | -1.38 | 2.17 | -11.57 | -22.4 |
| 1999 | -2.06 | -1.13 | -0.99 | 10.06 | 2.72 | -3.33 | -3.65 | -0.66 | -4.48 | -3.38 | -0.56 | 4.49 | -3.8 |
| 2000 | 0.58 | -1.8 | 4.76 | 6.3 | 0.53 | 4.78 | 7.05 | -2.79 | 4.04 | -3.82 | 2.8 | 5.62 | 31 |
| 2001 | -0.85 | -2.19 | 0.41 | 2.03 | 2.18 | 4.92 | -1.54 | 3.39 | -4 | -3.6 | 5.5 | 0.77 | 6.7 |
| 2002 | 0.32 | 2.1 | 5.74 | 0.53 | 0.82 | 1.4 | -5.8 | -0.55 | -4.17 | -5.44 | 4.94 | -0.62 | -1.4 |
| 2003 | -2.94 | 1.38 | 2.38 | 4.71 | 6.52 | 1.55 | 6.15 | 1.43 | 3.37 | 1.1 | 4.11 | 2.41 | 36.9 |
| 2004 | 3.42 | 2.08 | 5.37 | -12.3 | 7.06 | 3.04 | 1.18 | 7.18 | 0.21 | 5.73 | 5.1 | 5.18 | 36.7 |
| 2005 | -7.5 | 2.82 | -0.61 | 4.29 | 3.38 | 5.47 | 4.12 | -3.86 | 0.48 | -1.29 | 5.35 | 0.85 | 13.4 |
| 2006 | 5.81 | 2.17 | 5.64 | -2.57 | -2.06 | 5.51 | -7.3 | 3.6 | 2.84 | 5.6 | 5.71 | -0.97 | 25.5 |
| 2007 | 8.82 | -2.2 | -2.1 | -0.17 | 1.36 | -8.56 | -7.79 | 4.6 | 3.93 | 1.29 | -10.5 | -5.86 | -17.5 |
| 2008 | 0.63 | -2.62 | 6.07 | 5.05 | -0.64 | -11.55 | 2.4 | 3.69 | -2.91 | -30.48 | -22.33 | 15.03 | -38.6 |
| 2009 | -18.25 | -19.9 | 5.97 | 32.55 | 1.31 | -2.9 | 10.31 | 15.69 | 7.05 | -4.78 | 7.57 | 7.64 | 36.3 |
| 2010 | -6.25 | 6.19 | 9.79 | 7.53 | -5.08 | -5.66 | 9.77 | -1.21 | 4.14 | 4.32 | -1.18 | 4.43 | 28 |
| 2011 | 3.28 | 4.59 | -1.61 | 6.01 | 1.62 | -3.27 | 1.76 | -5.73 | -11 | 15.14 | -3.82 | 4.54 | 9.5 |
| 2012 | 6.12 | -1.15 | 5.35 | 3.17 | -5.11 | 5.15 | 1.91 | -0.11 | -2.17 | -0.9 | -0.64 | 3.59 | 15.5 |
| 2013 | 2.98 | 0.5 | 3.03 | 6.67 | -5.9 | -1.86 | 0.95 | -6.86 | 3.02 | 4.8 | -5.04 | 0.77 | 2.1 |
| 2014 | 3.8 | 5.28 | 0.74 | 3.15 | 2.51 | 1.07 | 0.16 | 2.77 | -6 | 9.6 | 1.87 | 2.19 | 29.9 |
| 2015 | 6.42 | -3.24 | 1.5 | -6.03 | -0.38 | -4.69 | 5.88 | -5.57 | 2.64 | 6.35 | -0.71 | 1.89 | 3 |
| 2016 | -4.3 | -0.38 | 10.22 | -2.54 | 1.59 | 6.59 | 4.14 | -3.55 | -2.12 | -6.04 | -2.25 | 4.1 | 4.2 |
| 2017 | -0.22 | 3.29 | -2.41 | -0.3 | -0.44 | 2.33 | 0.96 | -0.08 | -0.6 | -0.25 | 2.84 | 0.11 | 5.2 |
| 2018 | -3.45 | -7.12 | 2.9 | 1.32 | 2.33 | 4.13 | 0.25 | 2.53 | -2.38 | -3.52 | 4.09 | -8.04 | -7.7 |
| 2019 | 11.44 | 1.2 | 3.73 | 0.14 | 0.22 | 0.94 | -1.16 | 3.7 | 2.5 | 1.83 | -0.95 | -0.52 | 24.9 |
| 2020 | 1.2 | -8.02 | -21.5 | 8.36 | -12.53 | 19.79 | -10.19 | 0 | -4.98 | -2.93 | 10.83 | 4.01 | -19.4 |
| 2021 | 1 | 4.43 | 4.48 | 9.11 | 0.97 | 2.75 | 4.95 | 2.89 | -4.38 | 8.98 | -0.68 | 8.96 | 49.4 |
| 2022 | -7.72 | -4 | 6.1 | -3.83 | -7.39 | -7.77 | -12.39 | -5.84 | -11.99 | 4.18 | 5.57 | -5.45 | -41.7 |
| 2023 | 11.42 | -4.34 | -2.76 | 0.83 | -3.1 | 4.52 | -6.61 | -3.69 | -7.19 | -4.42 | 11.32 | 11.12 | 4.5 |
| 2024 | -4.06 | 1.6 | 1.9 | -4.73 | 1.7 |