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BLRIX: Brookfield Global Listed Real Estate I (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/02/2011 |
| Last Dividend Date: | 03/18/2021 |
| 12-Mo. Yield | 3.38% |
| Expenses | 0.95% |
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Performance Analytics (As of 04/30/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 37.1 | 5.6 | 5.1 | 8.8 | 16.1 | -10.4 | 20.4 | -8.1 | 10.1 | 5.2 | -1.4 | 19.6 | 5.2 | 32.8 | 0.2 |
| SR | NA | 1.72 | 0.21 | 0.23 | 0.5 | 4.23 | -0.28 | 2.09 | -0.77 | 1.2 | 0.33 | -0.1 | 2.18 | 0.41 | 2.58 | 0.13 |
| DD(%) | NA | 12.8 | 43.2 | 43.2 | 43.2 | 3.4 | 43.2 | 4.9 | 11.3 | 4.3 | 12.6 | 13.7 | 7.8 | 13.5 | 9.4 | 5.1 |
| SD(%) | NA | 21.5 | 23.3 | 19.4 | 16.7 | 13.8 | 37.3 | 9.1 | 12.2 | 8.0 | 15.3 | 13.9 | 9.0 | 12.7 | 12.8 | 20.1 |
| TR | NA | 0.35 | 0.05 | 0.05 | 0.1 | 0.63 | -0.1 | 0.26 | -0.12 | 0.14 | 0.07 | -0.02 | 0.3 | 0.07 | 0.43 | 0.04 |
| Alpha(%) | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.12 | 0.0 | 0.02 | -0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.01 | 0.01 | 0.15 |
| Beta(%) | NA | 1.06 | 1.01 | 0.95 | 0.87 | 0.92 | 1.06 | 0.73 | 0.81 | 0.67 | 0.76 | 0.76 | 0.66 | 0.73 | 0.77 | 0.7 |
| RS | NA | 0.77 | 0.74 | 0.72 | 0.72 | 0.57 | 0.79 | 0.48 | 0.62 | 0.42 | 0.75 | 0.75 | 0.64 | 0.74 | 0.81 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/2011
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
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