Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEECX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS C) | NA | 6.81% | 3.86% | 6.58% | NA | NA | NA | … | … |
Data as of 12/28/2017, Common starting date is 09/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEECX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS C) | 09/29/2011 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.81 | 3.86 | 6.58 | NA | NA | NA | … | … | 5.16 | 3.44 | 3.78 | 20.99 | -0.06 | 12.53 | 6.41 |
| Sharpe Ratio | NA | 0.90 | 0.36 | 0.68 | NA | NA | NA | … | … | 0.67 | 0.28 | 0.33 | 3.32 | -0.01 | 1.46 | 1.17 |
| Standard Deviation(%) | NA | 6.89 | 10.18 | 9.44 | NA | NA | NA | … | … | 6.83 | 11.45 | 11.48 | 6.32 | 9.62 | 8.61 | 23.78 |
| Draw Down(%) | NA | 4.24 | 10.81 | 11.82 | NA | NA | NA | … | … | 4.24 | 10.65 | 10.81 | 3.83 | 11.82 | 5.02 | 7.83 |
| Yield(%) | 0.00 | 1.19 | 4.24 | 4.52 | 2.97 | 1.98 | 1.49 | … | … | 1.17 | 6.94 | 4.88 | 4.17 | 4.04 | 3.31 | 0.17 |
Data as of 12/28/2017, Common starting date is 09/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEECX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS C) |
4.07%
Oct 2014 – Oct 2017 |
6.12%
Apr 2012 – Apr 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEECX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS C) |
11.30%
Nov 2011 – Nov 2014 |
7.87%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart