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TRRPX: TIAA-CREF Real Estate Sec Premier (MUTUAL FUND)
Basic Info 19.86 0.25(1.27%) May 13
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 10/01/2009 |
| Last Dividend Date: | 03/19/2021 |
| 12-Mo. Yield | 1.59% |
| Expenses | 0.68% |
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Performance Analytics (As of 05/11/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.1 | 12.7 | 41.1 | 13.9 | 9.8 | 10.1 | 13.4 | 1.2 | 30.9 | -4.2 | 12.1 | 3.8 | 4.5 | 28.0 | 1.5 | 19.5 | 6.7 | 30.9 | 14.7 |
| SR | NA | 3.35 | 1.82 | 0.53 | 0.43 | 0.5 | 0.64 | 0.02 | 2.43 | -0.36 | 1.25 | 0.22 | 0.27 | 2.63 | 0.1 | 1.5 | 0.23 | 1.11 | 2.39 |
| DD(%) | NA | 5.3 | 9.0 | 39.3 | 39.3 | 39.3 | 39.3 | 39.3 | 5.6 | 12.9 | 4.9 | 14.3 | 14.5 | 6.9 | 17.5 | 8.5 | 22.8 | 18.1 | 8.9 |
| SD(%) | NA | 15.4 | 20.7 | 26.1 | 21.7 | 20.0 | 20.9 | 40.7 | 12.1 | 15.4 | 9.2 | 16.2 | 16.7 | 10.7 | 15.0 | 13.1 | 29.0 | 27.6 | 30.6 |
| TR | NA | 0.52 | 0.42 | 0.15 | 0.1 | 0.11 | 0.14 | 0.01 | 0.3 | -0.06 | 0.39 | 0.04 | 0.05 | 0.31 | 0.02 | 0.21 | 0.07 | 0.31 | 0.73 |
| Alpha(%) | NA | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | 0.04 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 |
| Beta(%) | NA | 0.99 | 0.9 | 0.94 | 0.93 | 0.94 | 0.95 | 0.93 | 0.98 | 0.94 | 0.3 | 0.94 | 0.96 | 0.92 | 0.95 | 0.95 | 0.96 | 0.98 | 1.0 |
| RS | NA | 0.97 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.97 | 0.34 | 0.98 | 0.99 | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
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- CSDIX (Cohen & Steers Realty Income I) 1.21% (93%)
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Best ETFs
- REZ (iShares Residential Rel Est Capped) 1.81% (78%)
- PSR (PowerShares Active US Real Estate ETF) 1.37% (77%)
- MORT (Market Vectors® Mortgage REIT Income ETF) 2.85% (49%)
- REM (iShares Mortgage Real Estate Capped) 2.75% (46%)
- FRI (First Trust S&P REIT ETF) 1.46% (30%)
- ICF (iShares Cohen & Steers REIT) 1.15% (24%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) 2.21% (16%)
- RWR (SPDR Dow Jones REIT ETF) 1.43% (13%)
- SCHH (Schwab US REIT ETF) 1.39% (6%)
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 1.77% (6%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) 0.53% (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) 3.39% (98%)
- RFI (Cohen & Steers Total Return) 1.08% (97%)
- JRS (Nuveen Real Estate Income) 1.29% (73%)
- NRO (Neuberger Real Estate Securities Income) 1.32% (64%)
- PGZ (Principal Real Estate Income Fund) 0.34% (41%)
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