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GEREX: GE Investments Funds Real Estate Secs 4 (MUTUAL FUND)
Basic Info
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/05/2008 |
| Last Dividend Date: | 12/28/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 05/05/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 2.2 | 12.6 | 1.8 | -2.0 | 14.3 | 9.5 | 28.3 | 30.0 | -46.7 |
| Sharpe Ratio | NA | 0.21 | 0.53 | 0.03 | -2.03 | 1.24 | 0.31 | 1.03 | 0.45 | -0.7 |
| Draw Down(%) | NA | 8.6 | 23.0 | 68.4 | 2.0 | 8.6 | 23.0 | 16.5 | 39.7 | 63.8 |
| Standard Deviation(%) | NA | 9.9 | 23.8 | 48.5 | 4.2 | 11.6 | 30.0 | 27.3 | 66.0 | 88.5 |
| Treynor Ratio | NA | 0.04 | 0.13 | 0.02 | -1.34 | 0.2 | 0.1 | 0.29 | 0.3 | -0.62 |
| Alpha | NA | -0.03 | -0.03 | -0.06 | -0.04 | 0.01 | 0.0 | 0.0 | 0.0 | -0.04 |
| Beta | NA | 0.58 | 0.95 | 0.98 | 0.06 | 0.71 | 0.99 | 0.98 | 0.99 | 1.0 |
| RSquared | NA | 0.56 | 0.95 | 0.98 | 0.02 | 0.7 | 1.0 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 0.8 | N/A | 0.0 | 0.0 | 0.9 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -15.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2008
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See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
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- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (84%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
- NRO (Neuberger Berman RE Securities IF) (98%)
- JRS (Nuveen Real Estate Fund) (97%)
- PGZ (Principal Real Estate Income Closed Fund) (94%)
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