Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GREYX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL) | 8.20% | 11.80% | 10.07% | 2.07% | 4.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GREYX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL) | 05/01/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | 11.80 | 10.07 | 2.07 | 4.94 | NA | NA | … | … | 8.20 | 8.98 | 3.09 | 11.43 | -25.67 | 29.92 | -4.63 | 24.88 | -4.71 | 11.05 | 4.07 | -2.26 |
| Sharpe Ratio | NA | 0.91 | 0.56 | 0.01 | 0.20 | NA | NA | … | … | 1.63 | 0.43 | -0.04 | 0.47 | -1.32 | 2.36 | -0.14 | 2.54 | -0.51 | 1.42 | 0.26 | -0.24 |
| Standard Deviation(%) | NA | 11.50 | 14.39 | 15.86 | 17.27 | NA | NA | … | … | 13.11 | 14.18 | 13.79 | 16.72 | 20.58 | 12.66 | 35.57 | 9.22 | 11.89 | 7.35 | 14.60 | 14.01 |
| Draw Down(%) | NA | 9.98 | 17.30 | 33.32 | 40.49 | NA | NA | … | … | 9.98 | 12.79 | 11.44 | 18.56 | 33.32 | 6.94 | 40.49 | 3.93 | 10.19 | 4.65 | 12.96 | 11.57 |
| Yield(%) | 0.00 | 3.88 | 3.57 | 3.43 | 4.51 | 3.39 | 2.54 | … | … | 0.00 | 4.12 | 2.73 | 3.51 | 2.45 | 7.94 | 2.43 | 9.18 | 4.30 | 4.48 | 7.90 | 7.92 |
Data as of 06/04/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREYX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL) |
-5.13%
Dec 2021 – Dec 2024 |
1.06%
Apr 2019 – Apr 2024 |
4.23%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GREYX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL) |
15.66%
Dec 2018 – Dec 2021 |
10.36%
Dec 2016 – Dec 2021 |
6.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart