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CRARX: ING Real Estate Instl (MUTUAL FUND)
Basic Info 16.48 0.08(0.49%) October 22
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 11/12/1998 |
| Last Dividend Date: | 03/31/2021 |
| 12-Mo. Yield | 2.48% |
| Expenses | 0.86% |
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Performance Analytics (As of 10/22/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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(%) | 2.7 | -77.5 | -75.3 | -36.0 | -23.6 | -7.5 | -5.2 | 2.0 | -6.5 | 28.2 | -7.9 | 5.1 | 4.3 | 3.1 | 29.8 | 2.1 | 15.6 | 9.8 | 27.1 | 30.0 | -34.4 | -16.3 | 36.3 | 12.6 | 32.5 | 36.6 | 4.3 | 7.4 | 32.3 | -2.5 | -17.7 | 14.4 |
| SR | NA | -0.42 | -0.41 | -0.34 | -0.29 | -0.13 | NA | 0.02 | -0.15 | 2.13 | -0.57 | 0.44 | 0.24 | 0.18 | 2.65 | 0.13 | 1.12 | 0.33 | 0.96 | 0.45 | -0.48 | -0.74 | 2.21 | 0.67 | 1.84 | 3.17 | 0.22 | 0.44 | 2.39 | -0.53 | -1.45 | 1.42 |
| DD(%) | NA | 84.5 | 84.5 | 85.4 | 85.4 | 85.4 | NA | 85.4 | 45.2 | 5.2 | 13.8 | 6.0 | 15.7 | 17.2 | 7.6 | 17.7 | 9.3 | 22.7 | 17.4 | 42.3 | 61.2 | 28.4 | 10.0 | 11.0 | 18.3 | 6.8 | 18.6 | 13.7 | 8.1 | 19.2 | 27.2 | 7.7 |
| SD(%) | NA | 201.8 | 181.8 | 108.2 | 84.2 | 60.6 | NA | 45.4 | 44.8 | 12.6 | 16.3 | 10.2 | 17.0 | 17.4 | 11.2 | 15.5 | 14.0 | 29.8 | 28.1 | 67.0 | 73.3 | 26.1 | 15.0 | 15.6 | 17.1 | 11.3 | 14.6 | 11.7 | 11.8 | 10.9 | 14.5 | 11.1 |
| TR | NA | -2.47 | -1.29 | -0.38 | -0.25 | -0.08 | NA | 0.01 | -0.07 | 0.26 | -0.09 | 0.14 | 0.04 | 0.04 | 0.3 | 0.02 | 0.15 | 0.1 | 0.27 | 0.3 | -0.36 | -0.19 | 0.32 | 0.11 | 0.33 | 0.38 | 0.03 | 0.05 | 0.27 | -0.06 | -0.22 | 0.15 |
| Alpha(%) | NA | -0.3 | -0.25 | -0.11 | -0.07 | -0.03 | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | 0.02 | 0.01 | -0.01 | -0.01 |
| Beta(%) | NA | 0.34 | 0.58 | 0.96 | 0.97 | 0.96 | NA | 0.98 | 1.02 | 1.01 | 1.0 | 0.33 | 0.99 | 0.83 | 0.98 | 0.99 | 1.02 | 0.99 | 1.01 | 1.0 | 0.98 | 1.01 | 1.03 | 0.99 | 0.96 | 0.96 | 0.97 | 1.07 | 1.04 | 1.03 | 0.97 | 1.05 |
| RS | NA | 0.0 | 0.01 | 0.22 | 0.25 | 0.32 | NA | 0.69 | 0.98 | 0.97 | 0.98 | 0.34 | 0.99 | 0.68 | 0.98 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 0.99 | 0.99 | 0.98 | 0.95 | 0.97 | 0.92 | 0.89 | 0.86 | 0.94 | 0.73 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
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See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (Fidelity Real Estate Investment) 0.36% (97%)
- FHEIX (Fidelity Advisor Real Estate I) 0.43% (92%)
- CGMRX (CGM Realty) 0.68% (88%)
- FARCX (Nuveen Real Estate Secs I) 0.29% (88%)
- HLRRX (REMS Real Estate Value Opportunity Instl) 0.13% (87%)
- NBRFX (Neuberger Berman Real Estate Tr) 0.55% (86%)
- CRARX (ING Real Estate Instl) 0.49% (86%)
- CREEX (Columbia Real Estate Equity Z) 0.39% (85%)
- MRESX (Managers Real Estate Securities) 0.37% (85%)
- URTLX (JPMorgan Realty Income Instl) 0.24% (84%)
Best ETFs
- ICF (iShares Cohen & Steers REIT) 0.60% (96%)
- RWR (SPDR Dow Jones REIT ETF) 0.19% (95%)
- PSR (PowerShares Active US Real Estate ETF) 0.50% (94%)
- FRI (First Trust S&P REIT ETF) 0.13% (94%)
- REM (iShares Mortgage Real Estate Capped) 0.24% (93%)
- REZ (iShares Residential Rel Est Capped) 0.19% (92%)
- SCHH (Schwab US REIT ETF) 0.45% (19%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 0.58% (17%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 0.20% (15%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 0.33% (15%)
Best Closed End Funds
- RQI (Cohen & Steers Qty Inc Realty Common) 0.43% (100%)
- RNP (Cohen & Steers REIT & Preferred Income) 0.44% (99%)
- RFI (Cohen & Steers Total Return) 0.76% (99%)
- NRO (Neuberger Real Estate Securities Income) 0.40% (98%)
- JRS (Nuveen Real Estate Income) 0.09% (97%)
- PGZ (Principal Real Estate Income Fund) 0.13% (95%)
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