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RIT: LMP Real Estate Income (CEF)
Basic Info
Asset Class: | REAL ESTATE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/31/2002 |
Last Dividend Date: | 05/18/2016 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 06/06/2016)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/31/2002 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 21.4 | 10.4 | 13.2 | 7.3 | 9.4 | 9.7 | 10.0 | 32.9 | -2.4 | 28.2 | -1.0 | 32.0 | 98.2 | -59.4 | -25.8 | 31.6 | 10.3 | 13.5 | 39.0 | -3.3 |
Sharpe Ratio | NA | 1.33 | 0.72 | 0.69 | 0.17 | 0.25 | 1.55 | 0.66 | 3.41 | -0.11 | 2.05 | -0.04 | 1.2 | 1.59 | -0.72 | -1.02 | 2.05 | 0.53 | 0.6 | 2.75 | -0.39 |
Draw Down(%) | NA | 10.0 | 19.7 | 36.2 | 85.5 | 85.5 | 9.1 | 14.2 | 5.6 | 36.2 | 16.6 | 26.5 | 19.0 | 50.3 | 81.2 | 37.5 | 10.1 | 10.4 | 24.2 | 6.1 | 19.6 |
Standard Deviation(%) | NA | 16.0 | 14.4 | 19.1 | 38.9 | 33.7 | 15.6 | 15.0 | 9.6 | 22.2 | 13.8 | 27.2 | 26.6 | 61.6 | 84.1 | 28.4 | 13.9 | 15.2 | 21.0 | 13.9 | 22.3 |
Treynor Ratio | NA | 0.27 | 0.14 | 0.17 | 0.1 | 0.12 | 0.31 | 0.13 | 0.56 | -0.03 | 0.48 | -0.01 | 0.39 | 1.31 | -1.02 | -0.4 | 0.37 | 0.1 | 0.18 | 0.93 | -0.17 |
Alpha | NA | 0.03 | 0.0 | 0.0 | -0.04 | -0.01 | 0.04 | 0.03 | 0.05 | -0.01 | 0.06 | -0.03 | 0.03 | 0.2 | -0.17 | -0.06 | 0.02 | 0.0 | -0.02 | 0.08 | -0.01 |
Beta | NA | 0.8 | 0.74 | 0.77 | 0.69 | 0.69 | 0.77 | 0.75 | 0.58 | 0.72 | 0.59 | 0.81 | 0.82 | 0.75 | 0.59 | 0.72 | 0.76 | 0.79 | 0.7 | 0.41 | 0.53 |
RSquared | NA | 0.78 | 0.65 | 0.59 | 0.44 | 0.44 | 0.82 | 0.74 | 0.48 | 0.26 | 0.34 | 0.81 | 0.75 | 0.65 | 0.26 | 0.42 | 0.64 | 0.66 | 0.36 | 0.12 | 0.13 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2002
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Top Rated Funds in REAL ESTATE
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- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (85%)
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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 Capped ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (92%)
- SCHH (Schwab U.S. REIT ETF) (19%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (17%)
- MORT (VanEck Mortgage REIT Income ETF) (15%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (14%)
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%)