US REITs
Performance Analytics (From 12/08/2003 To 05/12/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.2 | 13.7 | 45.1 | 11.7 | 7.0 | 9.0 | 7.3 | 9.1 | -4.7 | 29.0 | -5.9 | 4.9 | 8.5 | 2.4 | 30.3 | 2.5 | 17.7 | 8.6 | 29.0 | 29.8 | -37.0 | -16.4 | 35.2 | 12.1 | 30.8 | 0.8 |
| SR | NA | 3.66 | 1.75 | 0.42 | 0.27 | 0.41 | NA | 0.27 | -0.11 | 2.26 | -0.45 | 0.23 | 0.48 | 0.14 | 2.72 | 0.16 | 1.31 | 0.28 | 1.03 | 0.44 | -0.5 | -0.76 | 2.22 | 0.64 | 1.69 | 1.14 |
| DD(%) | NA | 5.5 | 11.4 | 42.3 | 42.3 | 42.3 | NA | 73.1 | 42.3 | 5.4 | 12.9 | 11.8 | 15.2 | 17.3 | 7.6 | 18.0 | 9.1 | 23.0 | 17.1 | 42.2 | 63.7 | 28.0 | 10.1 | 11.3 | 18.3 | 1.9 |
| SD(%) | NA | 15.3 | 22.6 | 27.5 | 24.0 | 21.6 | NA | 31.3 | 43.3 | 12.2 | 16.2 | 18.5 | 17.1 | 17.3 | 11.1 | 15.6 | 13.7 | 30.2 | 28.0 | 66.7 | 74.8 | 25.6 | 14.5 | 15.7 | 17.7 | 10.5 |
| TR | NA | 0.56 | 0.4 | 0.12 | 0.06 | 0.09 | NA | 0.09 | -0.05 | 0.28 | -0.07 | 0.04 | 0.08 | 0.02 | 0.31 | 0.02 | 0.18 | 0.09 | 0.29 | 0.3 | -0.38 | -0.19 | 0.32 | 0.1 | 0.3 | 0.11 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.13 |
| Beta(%) | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.07 | 1.0 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.13 |
| RS | NA | 0.99 | 1.0 | 1.0 | 0.92 | 0.95 | NA | 0.99 | 1.0 | 1.0 | 1.0 | 0.35 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.59 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/08/2003
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Top Rated Funds
Best Mutual Funds
- MGLIX (MFS Global Real Estate I) (100%)
- PRRSX (PIMCO Real Estate Real Return Strategy I) (100%)
- BREFX (Baron Real Estate Retail) (100%)
- PETDX (PIMCO Real Estate Real Return D) (99%)
- VGISX (Virtus Global Real Estate Securities I) (99%)
- LREIX (Lazard U.S. Realty Equity Instl) (98%)
- JARIX (James Alpha Global Real Estate Invsmts I) (97%)
- JERIX (Janus Global Real Estate I) (96%)
- TRRPX (TIAA-CREF Real Estate Sec Premier) (96%)
- CSRIX (Cohen & Steers Instl Realty Shares) (95%)
Best ETFs
- IYR (iShares US Real Estate) (100%)
- VNQ (Vanguard REIT ETF) (95%)
- REZ (iShares Residential Rel Est Capped) (78%)
- PSR (PowerShares Active US Real Estate ETF) (77%)
- IWDP.L (ISHARES II PLC ISHARES DM PROPE) (68%)
- MORT (Market Vectors® Mortgage REIT Income ETF) (49%)
- REM (iShares Mortgage Real Estate Capped) (46%)
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) (37%)
- FRI (First Trust S&P REIT ETF) (30%)
- VNQI (Vanguard Global ex-US Real Estate ETF) (29%)
Best Closed End Funds
- RNP (Cohen & Steers REIT & Preferred Income) (99%)
- RQI (Cohen & Steers Qty Inc Realty Common) (98%)
- RFI (Cohen & Steers Total Return) (97%)
- IGR (CBRE Clarion Global Real Estate Income) (95%)
- AWP (Alpine Global Premier Property Common) (84%)
- JRS (Nuveen Real Estate Income) (73%)
- NRO (Neuberger Real Estate Securities Income) (64%)
- PGZ (Principal Real Estate Income Fund) (41%)
Best Mutual Funds
- FSREX (Fidelity Series Real Estate Income) 386%
- FRIFX (Fidelity Real Estate Income) 370%
- FRIRX (Fidelity Advisor Real Estate Income Inst) 369%
- BREFX (Baron Real Estate Retail) 363%
- FFSLX (Forward Select Income Inv) 298%
- DPRSX (Delaware REIT Instl) 270%
- HLRRX (REMS Real Estate Value Opportunity Instl) 268%
- FIRIX (Fidelity Advisor Intl Real Estate I) 263%
- FIREX (Fidelity International Real Estate) 262%
- MGLRX (MFS Global Real Estate R6) 250%
Best ETFs
- MORT (Market Vectors® Mortgage REIT Income ETF) 260%
- REM (iShares Mortgage Real Estate Capped) 253%
- RWX (SPDR Dow Jones International RelEst ETF) 213%
- WPS (iShares International Developed Property) 211%
- FFR (First Trust FTSE EN Dev Mkts Rel Est ETF) 200%
- VNQI (Vanguard Global ex-US Real Estate ETF) 199%
- IFGL (iShares International Dev Rel Est) 197%
- ROOF (IQ U.S. Real Estate Small Cap ETF) 195%
- IWDP.L (ISHARES II PLC ISHARES DM PROPE) 194%
- RWO (SPDR Dow Jones Global Real Estate ETF) 189%
Best Closed End Funds
- IGR (CBRE Clarion Global Real Estate Income) 288%
- AWP (Alpine Global Premier Property Common) 287%
- RNP (Cohen & Steers REIT & Preferred Income) 270%
- JRS (Nuveen Real Estate Income) 261%
- RQI (Cohen & Steers Qty Inc Realty Common) 251%
- NRO (Neuberger Real Estate Securities Income) 228%
- RFI (Cohen & Steers Total Return) 180%
- PGZ (Principal Real Estate Income Fund) 145%
- RIT (LMP Real Estate Income) 133%
- VCMRX (Versus Capital Mlt-Mgr Rl Est Inc) 100%
Best Mutual Funds
- KIRYX (Forward International Real Estate Instl) 16%
- EUEYX (Alpine Cyclical Advantage Property Instl) 16%
- FIRIX (Fidelity Advisor Intl Real Estate I) 15%
- MSUAX (Morgan Stanley Inst Intl Real Estate I) 15%
- LITOX (Lazard International Realty Eq Open) 14%
- AEMEX (Alpine Emerging Markets Rel Est Instl) 14%
- VGRNX (Vanguard Global ex-US Rel Est Idx Instl) 14%
- EIIPX (E.I.I. International Property Instl) 14%
- BREIX (Baron Real Estate Institutional) 14%
- GIRAX (Goldman Sachs Intl Real Estate Sec A) 13%
Best ETFs
- IFAS (iShares Asia Developed Real Estate) 15%
- DRW (WisdomTree Global ex-US Real Estate ETF) 14%
- VNQI (Vanguard Global ex-US Real Estate ETF) 14%
- WPS (iShares International Developed Property) 14%
- IFGL (iShares International Dev Rel Est) 13%
- RWX (SPDR Dow Jones International RelEst ETF) 13%
- ROOF (IQ U.S. Real Estate Small Cap ETF) 12%
- IFEU (iShares Europe Developed Real Estate) 12%
- KBWY (PowerShares KBW Premium Yld Eq REIT ETF) 11%
- GRI (Cohen & Steers Global Realty Majors ETF) 9%
Best Closed End Funds
- AWP (Alpine Global Premier Property Common) 15%
- IGR (CBRE Clarion Global Real Estate Income) 12%
- RIT (LMP Real Estate Income) 11%
- RIF (RMR Real Estate Income Fund) 10%
- NRO (Neuberger Real Estate Securities Income) 9%
- RQI (Cohen & Steers Qty Inc Realty Common) 6%
- JRS (Nuveen Real Estate Income) 4%
- RFI (Cohen & Steers Total Return) 4%
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