Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIREX (REAL ESTATE SECURITIES FUND CLASS 1) | 11.08% | 13.62% | 10.97% | -0.73% | 4.01% | 6.22% | 5.52% | … | … |
Data as of 06/04/2026, Common starting date is 10/17/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIREX (REAL ESTATE SECURITIES FUND CLASS 1) | 10/17/2005 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | 13.62 | 10.97 | -0.73 | 4.01 | 6.22 | 5.52 | … | … | 11.08 | -1.14 | 10.75 | 12.94 | -36.22 | 31.28 | -5.53 | 29.34 | -3.46 | 6.19 | 6.89 | 2.89 | 31.54 | -0.19 | 17.13 | 9.49 | 29.29 | 30.35 | -38.60 | -15.72 | 37.36 | 6.62 |
| Sharpe Ratio | NA | 0.88 | 0.52 | -0.14 | 0.11 | NA | NA | … | … | 1.98 | -0.19 | 0.45 | 0.49 | -1.39 | 1.62 | -0.13 | 2.16 | -0.30 | 0.55 | 0.40 | 0.16 | 2.78 | -0.01 | 1.25 | 0.31 | 1.04 | 0.45 | -0.53 | -0.70 | 2.25 | 2.24 |
| Standard Deviation(%) | NA | 12.86 | 16.49 | 20.01 | 21.57 | NA | NA | … | … | 13.81 | 17.34 | 15.72 | 19.16 | 27.24 | 19.32 | 43.10 | 12.91 | 16.36 | 10.03 | 16.68 | 17.57 | 11.33 | 15.62 | 13.74 | 30.19 | 27.99 | 67.28 | 75.09 | 26.90 | 15.16 | 15.00 |
| Draw Down(%) | NA | 7.43 | 20.45 | 44.71 | 44.71 | NA | NA | … | … | 7.43 | 16.34 | 9.74 | 17.46 | 37.15 | 11.95 | 41.23 | 6.17 | 13.12 | 6.51 | 15.60 | 18.14 | 7.41 | 18.10 | 8.73 | 23.80 | 16.99 | 41.40 | 63.88 | 27.76 | 10.31 | 2.77 |
| Yield(%) | 0.00 | 1.70 | 2.28 | 1.36 | 3.93 | 6.03 | 5.59 | … | … | 0.00 | 1.69 | 2.14 | 2.62 | 1.14 | 1.09 | 1.81 | 10.73 | 4.32 | 7.17 | 12.18 | 11.42 | 11.37 | 11.77 | 12.37 | 6.81 | 2.43 | 1.70 | 2.62 | 15.28 | 56.29 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIREX (REAL ESTATE SECURITIES FUND CLASS 1) |
-24.69%
Mar 2006 – Mar 2009 |
-2.19%
Nov 2006 – Nov 2011 |
3.06%
Jan 2015 – Jan 2025 |
4.25%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIREX (REAL ESTATE SECURITIES FUND CLASS 1) |
43.36%
Mar 2009 – Mar 2012 |
29.27%
Feb 2009 – Feb 2014 |
18.46%
Feb 2009 – Feb 2019 |
12.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart