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HLRRX: REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 10.2 0.04(0.39%) July 25
See more info about HLRRXAsset Class: | REAL ESTATE |
MyPlanIQ Rating: | (87%) |
Start Date: | 12/27/2002 |
Last Dividend Date: | 03/27/2025 |
12-Mo. Yield | 2.19% |
Expenses | 1.29% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/2002 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.9 | -5.3 | -2.4 | -2.7 | 1.7 | 0.5 | 5.2 | 4.0 | 4.9 |
Sharpe Ratio ? | NA | -0.77 | -0.41 | -0.29 | -0.03 | -0.05 | NA | NA | 0.15 |
Draw Down(%) ? | NA | 15.4 | 23.0 | 26.0 | 42.2 | 48.1 | NA | NA | 65.1 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2002
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