Singapore markets close in 5 hours 26 minutes

(IIRLX)

. Currency in USD
Add to watchlist
- (-)

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.39%
5-year average return15.78%
Number of years up13
Number of years down2
Best 1-yr total return (23 Jun 2024)32.05%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return32.05%
Worst 3-yr total return7.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIIRLXCategory
YTD11.96%5.31%
1-month5.24%-4.19%
3-month3.95%3.90%
1-year29.09%20.31%
3-year9.92%6.48%
5-year16.51%11.78%
10-year13.07%10.96%
Last bull market25.70%25.56%
Last bear market-16.71%-15.11%

Annual total return (%) history

Year
IIRLXCategory
2024
N/AN/A
2023
29.41%22.32%
2022
-20.07%-16.96%
2021
27.40%26.07%
2020
21.86%15.83%
2019
31.34%28.78%
2018
-3.46%-6.27%
2017
22.57%20.44%
2016
10.95%10.37%
2015
2.09%-1.07%
2014
12.91%10.96%
2013
32.05%31.50%
2012
15.56%14.96%
2011
2.57%-1.27%
2010
12.19%14.01%
2009
23.73%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.74%N/AN/AN/A
20238.57%9.77%-2.72%11.62%
2022-5.02%-16.71%-5.08%6.45%
20215.00%8.83%0.52%10.91%
2020-17.82%20.78%10.05%11.55%
201912.99%4.21%1.70%9.68%
2018-0.91%3.78%8.29%-13.30%
20176.26%3.15%4.79%6.71%
20160.63%2.15%3.78%4.00%
20150.44%0.75%-6.31%7.67%
20141.32%5.07%1.66%4.32%
201310.14%2.75%5.13%10.99%
201212.68%-2.64%6.49%-1.08%
20115.58%-0.17%-12.84%11.64%
20104.48%-12.15%10.73%10.38%
2009-11.10%14.84%14.27%6.06%
2008-3.85%-8.01%-20.64%N/A

Rank in category (by total return)

YTD23
1-month16
3-month26
1-year25
3-year15
5-year10

Load adjusted returns

1-year29.09%
3-year9.92%
5-year16.51%
10-year13.07%