Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) | -9.44% | -2.43% | -5.92% | 4.41% | -0.47% | 4.31% | NA | 5.08% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) | 12/28/2009 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 12/28/2009.
AR inception is since 12/28/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | -2.43 | -5.92 | 4.41 | -0.47 | 4.31 | NA | 5.08 | -9.44 | 5.92 | 7.76 | -29.29 | 21.27 | -10.43 | 31.54 | -13.91 | -1.44 | 9.15 | -1.22 | 18.17 | 14.42 | 28.80 | -2.68 | 32.22 | -1.78 |
| Sharpe Ratio | NA | -0.43 | -0.50 | -0.01 | -0.10 | NA | NA | 0.18 | -1.33 | -0.04 | 0.19 | -1.24 | 0.97 | -0.22 | 2.68 | -1.18 | -0.25 | 0.61 | -0.09 | 1.97 | 1.13 | 2.37 | -0.09 | 1.31 | -8.28 |
| Standard Deviation(%) | NA | 17.02 | 20.06 | 22.62 | 22.27 | NA | NA | 21.10 | 20.52 | 15.63 | 18.26 | 24.82 | 22.00 | 48.99 | 11.25 | 12.98 | 8.20 | 14.75 | 14.09 | 9.19 | 12.69 | 12.23 | 28.85 | 24.57 | 9.42 |
| Draw Down(%) | NA | 24.19 | 28.18 | 42.57 | 48.22 | NA | NA | 48.22 | 16.45 | 10.59 | 16.99 | 31.29 | 12.93 | 48.22 | 4.98 | 18.75 | 5.47 | 13.89 | 14.29 | 5.28 | 12.80 | 7.30 | 28.26 | 20.57 | 1.78 |
| Yield(%) | 0.00 | 0.79 | 1.75 | 2.36 | 4.37 | 6.34 | 5.31 | 7.07 | 0.00 | 1.64 | 3.07 | 1.66 | 1.57 | 1.68 | 2.74 | 1.99 | 14.61 | 14.73 | 8.89 | 3.52 | 5.30 | 3.34 | 2.36 | 2.66 | 0.87 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) |
-11.00%
Apr 2021 - Apr 2024 |
-6.02%
Mar 2015 - Mar 2020 |
-0.48%
Apr 2015 - Apr 2025 |
4.00%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) |
22.62%
Sep 2011 - Sep 2014 |
18.74%
Jan 2010 - Jan 2015 |
10.78%
Sep 2011 - Sep 2021 |
5.93%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart