Find A Portfolio/Ticker
Comparison Box
TRFIX: TOUCHSTONE GLOBAL REAL ESTATE FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/02/2009 |
Last Dividend Date: | 12/29/2015 |
12-Mo. Yield | 0.00% |
Expenses | 0.99% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.8 | 9.0 | 0.0 | 5.1 | -2.9 | 14.1 | 2.7 | 27.5 | -5.1 | 19.9 | 7.9 |
Sharpe Ratio | NA | 1.72 | 0.64 | 0.76 | 0.58 | 0.0 | 0.69 | -0.29 | 2.2 | 0.23 | 2.22 | -0.2 | 0.91 | 1.72 |
Draw Down(%) | NA | 3.9 | 15.1 | 15.9 | 23.5 | 0.0 | 7.2 | 13.2 | 6.3 | 15.9 | 9.7 | 23.5 | 13.5 | 7.3 |
Standard Deviation(%) | NA | 6.1 | 8.0 | 9.7 | 15.2 | NA | 7.1 | 10.0 | 6.4 | 11.5 | 12.5 | 25.2 | 21.7 | 21.2 |
Treynor Ratio | NA | 0.52 | 0.13 | 0.13 | 0.11 | NA | 0.19 | -0.06 | 0.23 | 0.04 | 0.29 | -0.05 | 0.2 | 0.37 |
Alpha | NA | 0.03 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 |
Beta | NA | 0.2 | 0.4 | 0.56 | 0.82 | 0.0 | 0.26 | 0.49 | 0.6 | 0.72 | 0.94 | 1.03 | 1.0 | 0.97 |
RSquared | NA | 0.24 | 0.45 | 0.6 | 0.81 | 0.0 | 0.32 | 0.51 | 0.75 | 0.78 | 0.91 | 0.99 | 0.96 | 0.97 |
Yield(%) | N/A | 0.0 | 3.6 | 7.4 | N/A | 0.0 | 0.0 | 3.4 | 7.3 | 19.0 | 4.8 | 5.4 | 9.5 | 1.3 |
Dividend Growth(%) | N/A | -100.0 | -67.8 | N/A | N/A | N/A | -100.0 | -49.3 | -68.5 | 376.0 | -20.6 | -37.0 | 669.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) (94%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) (93%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) (92%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) (91%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) (90%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) (89%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (88%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (87%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) (85%)
Best ETFs
- RWX (SPDR® Dow Jones International Real Estate ETF) (98%)
- IFGL (iShares International Developed Real Estate ETF) (97%)
- WPS (iShares International Developed Property ETF) (96%)
- RWO (SPDR® Dow Jones Global Real Estate ETF) (95%)
- VNQI (Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares) (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) (99%)