Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PETCX (REALESTATEREALRETURN STRATEGY FUND C) | 13.61% | 17.08% | 10.65% | -3.68% | 16.55% | 14.99% | 12.47% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PETCX (REALESTATEREALRETURN STRATEGY FUND C) | 12/30/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 17.08 | 10.65 | -3.68 | 16.55 | 14.99 | 12.47 | … | … | 13.61 | 4.35 | 3.91 | 11.11 | -39.87 | 25.04 | 257.70 | 28.01 | -7.51 | 4.63 | 5.57 | 4.25 | 37.17 | -14.17 | 26.83 | 24.86 | 37.66 | 51.93 | -47.61 | -13.41 | 26.00 | 11.02 | 60.31 | -0.39 |
| Sharpe Ratio | NA | 1.00 | 0.47 | -0.06 | 0.19 | NA | NA | … | … | 2.26 | 0.08 | 0.02 | 0.04 | -1.42 | 1.28 | 1.75 | 2.06 | -0.53 | 0.36 | 0.29 | 0.23 | 2.97 | -0.67 | 1.99 | 0.89 | 1.35 | 0.76 | -0.64 | -0.66 | 1.33 | 0.49 | 1.00 | NA |
| Standard Deviation(%) | NA | 14.12 | 17.74 | 89.75 | 79.10 | NA | NA | … | … | 14.84 | 18.32 | 16.67 | 196.76 | 29.22 | 19.61 | 146.32 | 12.90 | 16.73 | 11.03 | 18.34 | 18.62 | 12.50 | 21.26 | 13.57 | 27.89 | 27.82 | 67.86 | 75.13 | 25.21 | 17.10 | 17.95 | 59.15 | 0.00 |
| Draw Down(%) | NA | 9.10 | 18.05 | 86.52 | 86.52 | NA | NA | … | … | 9.10 | 16.48 | 11.17 | 78.62 | 40.64 | 12.30 | 45.88 | 5.52 | 14.18 | 7.11 | 14.49 | 18.83 | 9.78 | 29.05 | 7.75 | 19.39 | 16.00 | 45.96 | 73.00 | 26.99 | 13.19 | 12.14 | 27.68 | 0.39 |
| Yield(%) | 0.00 | 1.32 | 1.68 | 6.04 | 17.90 | 13.65 | 8.66 | … | … | 0.36 | 3.75 | 0.35 | 0.00 | 7.73 | 30.87 | 11.65 | 11.48 | 1.69 | 0.86 | 0.32 | 8.66 | 39.94 | 9.59 | 25.77 | 17.36 | 39.28 | 0.00 | 0.00 | 11.72 | 37.03 | 29.11 | 40.87 | 7.33 |
Data as of 06/04/2026, Common starting date is 12/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETCX (REALESTATEREALRETURN STRATEGY FUND C) |
-30.97%
Feb 2006 – Feb 2009 |
-9.99%
Feb 2004 – Feb 2009 |
5.87%
Nov 2006 – Nov 2016 |
8.44%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETCX (REALESTATEREALRETURN STRATEGY FUND C) |
78.90%
Dec 2018 – Dec 2021 |
42.56%
Nov 2016 – Nov 2021 |
30.86%
Jan 2010 – Jan 2020 |
23.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart