Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEEFX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R5) | NA | 8.62% | 5.56% | 7.72% | NA | NA | NA | … | … |
Data as of 12/15/2017, Common starting date is 09/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEEFX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R5) | 09/29/2011 | 12/15/2017 |
| 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 | 8.62 | 5.56 | 7.72 | NA | NA | NA | … | … | 6.14 | 4.19 | 4.77 | 22.09 | 0.92 | 13.66 | 6.40 |
| Sharpe Ratio | NA | 1.14 | 0.52 | 0.81 | NA | NA | NA | … | … | 0.84 | 0.35 | 0.42 | 3.47 | 0.09 | 1.60 | 1.17 |
| Standard Deviation(%) | NA | 7.00 | 10.13 | 9.40 | NA | NA | NA | … | … | 6.90 | 11.44 | 11.41 | 6.36 | 9.63 | 8.60 | 23.69 |
| Draw Down(%) | NA | 4.26 | 10.59 | 11.64 | NA | NA | NA | … | … | 4.26 | 10.59 | 10.29 | 3.82 | 11.64 | 4.89 | 7.69 |
| Yield(%) | 0.00 | 3.16 | 5.22 | 5.52 | 3.57 | 2.38 | 1.79 | … | … | 1.91 | 7.56 | 5.75 | 5.10 | 4.89 | 4.27 | 0.23 |
Data as of 12/15/2017, 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 |
|---|---|---|---|---|
| CEEFX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R5) |
4.98%
Oct 2014 – Oct 2017 |
7.09%
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 |
|---|---|---|---|---|
| CEEFX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R5) |
12.28%
Nov 2011 – Nov 2014 |
8.86%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart