Find A Portfolio/Ticker
Comparison Box
ARIIX: AllianceBern Global Rel Est Invmt Instl (MUTUAL FUND)
Basic Info 10.28 0.11(1.08%) July 01
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | (89%) |
Start Date: | 12/10/1997 |
Last Dividend Date: | 06/07/2022 |
12-Mo. Yield | 0.49% |
Expenses | 0.65% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/30/2022)
Not up-to-date? TryLast 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.9 | -19.4 | -12.0 | 0.9 | 4.1 | 6.9 | 3.6 | 7.1 | 21.6 | -4.6 | 23.5 | -4.3 | 14.4 | 3.4 | 0.4 | 14.6 | 5.9 | 30.5 | -6.9 | 19.4 | 36.0 | -45.0 | -7.4 | 45.4 | 11.6 | 34.3 | 39.2 | 2.4 | 7.9 | 24.6 | -5.7 | -19.4 | 1.5 |
SR | NA | -1.75 | -0.73 | 0.03 | 0.17 | 0.4 | NA | 0.29 | 1.7 | -0.13 | 2.39 | -0.48 | 1.88 | 0.22 | 0.03 | 1.68 | 0.43 | 2.28 | -0.27 | 0.89 | 0.94 | -0.9 | -0.46 | 2.63 | 0.61 | 1.9 | 3.26 | 0.09 | 0.56 | 1.98 | -0.87 | -1.36 | 2.64 |
DD(%) | NA | 22.4 | 22.4 | 42.3 | 42.3 | 42.3 | NA | 70.4 | 7.7 | 42.3 | 4.7 | 10.3 | 4.3 | 12.2 | 12.4 | 7.2 | 15.7 | 9.9 | 24.9 | 14.8 | 36.2 | 60.5 | 21.7 | 9.8 | 10.8 | 18.2 | 6.3 | 18.2 | 11.6 | 9.7 | 21.4 | 28.4 | 2.0 |
SD(%) | NA | 20.3 | 16.8 | 24.5 | 20.0 | 16.5 | NA | 20.5 | 12.7 | 37.3 | 9.3 | 11.7 | 7.4 | 14.4 | 13.1 | 8.7 | 13.6 | 13.4 | 25.8 | 21.7 | 38.2 | 50.8 | 22.9 | 16.1 | 15.4 | 17.6 | 11.8 | 14.2 | 10.1 | 10.4 | 10.2 | 16.7 | 9.4 |
TR | NA | -0.37 | -0.13 | 0.01 | 0.03 | 0.08 | NA | 0.06 | 0.27 | -0.05 | 0.29 | -0.07 | 0.21 | 0.05 | 0.0 | 0.22 | 0.07 | 0.38 | -0.08 | 0.22 | 0.36 | -0.45 | -0.12 | 1.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha(%) | NA | 0.0 | 0.02 | 0.02 | 0.02 | 0.02 | NA | 0.03 | 0.04 | 0.03 | 0.03 | 0.01 | 0.02 | 0.01 | 0.01 | 0.04 | 0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.06 | 0.0 | 0.14 | -0.02 | -0.03 | -0.01 | 0.02 | 0.02 | NA | NA | NA | NA |
Beta(%) | NA | 0.97 | 0.92 | 1.01 | 0.97 | 0.87 | NA | 0.93 | 0.79 | 1.05 | 0.76 | 0.76 | 0.65 | 0.69 | 0.72 | 0.67 | 0.83 | 0.82 | 0.9 | 0.89 | 1.0 | 1.01 | 0.88 | 0.35 | 1.3 | 1.14 | 1.1 | 1.08 | -0.41 | NA | NA | NA | NA |
RS | NA | 0.75 | 0.69 | 0.76 | 0.72 | 0.72 | NA | 0.61 | 0.54 | 0.78 | 0.49 | 0.6 | 0.46 | 0.71 | 0.76 | 0.72 | 0.84 | 0.83 | 0.91 | 0.87 | 0.79 | 0.68 | 0.71 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/10/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (Russell Global Real Estate Secs S) 0.0% (92%)
- IRGIX (ING Clarion Global Real Estate Port I) 1.12% (91%)
- IGREX (Invesco Global Real Estate Instl) 1.09% (90%)
- PURZX (Prudential Global Real Estate Z) 1.00% (90%)
- ARIIX (AllianceBern Global Rel Est Invmt Instl) 1.08% (89%)
- TAREX (Third Avenue Real Estate Value Instl) 1.21% (88%)
- AEEIX (AllianceBern Glbl Rel Est Invmt I) 1.08% (87%)
- IRFIX (Cohen & Steers International Realty I) 0.11% (85%)
- CSSPX (Cohen & Steers Global Realty I) 0.99% (84%)
- FIREX (Fidelity International Real Estate) 0.09% (83%)
Best ETFs
- RWX (SPDR Dow Jones International RelEst ETF) 0.07% (98%)
- DRW (WisdomTree Global ex-US Real Estate ETF) (97%)
- IFGL (iShares International Dev Rel Est) 0.45% (96%)
- WPS (iShares International Developed Property) 0.24% (95%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 1.21% (94%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 1.22% (93%)
- VNQI (Vanguard Global ex-US Real Estate ETF) 0.0% (35%)
Best Closed End Funds
- AWP (Alpine Global Premier Property Common) 1.02% (100%)
- IGR (CBRE Clarion Global Real Estate Income) 1.10% (99%)