Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEESX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS I) | NA | 7.56% | 4.56% | 7.32% | 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 |
|---|---|---|
| CEESX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS I) | 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 | 7.56 | 4.56 | 7.32 | NA | NA | NA | … | … | 5.90 | 4.05 | 4.54 | 21.90 | 0.67 | 13.43 | 6.38 |
| Sharpe Ratio | NA | 1.01 | 0.43 | 0.76 | NA | NA | NA | … | … | 0.78 | 0.33 | 0.40 | 3.44 | 0.07 | 1.58 | 1.16 |
| Standard Deviation(%) | NA | 6.86 | 10.14 | 9.42 | NA | NA | NA | … | … | 6.81 | 11.47 | 11.37 | 6.36 | 9.60 | 8.54 | 23.79 |
| Draw Down(%) | NA | 4.21 | 10.61 | 11.64 | NA | NA | NA | … | … | 4.21 | 10.61 | 10.41 | 3.77 | 11.64 | 4.92 | 7.76 |
| Yield(%) | 0.00 | 1.76 | 4.80 | 5.18 | 3.44 | 2.29 | 1.72 | … | … | 1.73 | 7.42 | 5.54 | 4.90 | 4.71 | 4.11 | 0.21 |
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 |
|---|---|---|---|---|
| CEESX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS I) |
4.78%
Oct 2014 – Oct 2017 |
6.89%
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 |
|---|---|---|---|---|
| CEESX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS I) |
12.06%
Nov 2011 – Nov 2014 |
8.65%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart