Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PETDX (REALESTATEREALRETURN STRATEGY FUND D) | 13.98% | 18.00% | 11.48% | 3.73% | 6.40% | 3.78% | 4.35% | … | … |
Data as of 06/04/2026, Common starting date is 12/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PETDX (REALESTATEREALRETURN STRATEGY FUND D) | 12/23/2003 | 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 (%) | -0.85 | 18.00 | 11.48 | 3.73 | 6.40 | 3.78 | 4.35 | … | … | 13.98 | 5.15 | 4.70 | 11.89 | -29.65 | 53.12 | -4.18 | 28.95 | -7.22 | 5.20 | 7.42 | -46.58 | 38.20 | -13.42 | 27.60 | 25.75 | 38.51 | 53.77 | -47.29 | -12.77 | 27.27 | 11.78 | 61.44 | 117.95 |
| Sharpe Ratio | NA | 1.06 | 0.52 | 0.08 | 0.22 | NA | NA | … | … | 2.32 | 0.12 | 0.07 | 0.40 | -1.16 | 3.30 | -0.10 | 2.13 | -0.51 | 0.41 | 0.39 | -0.15 | 3.01 | -0.64 | 2.05 | 0.93 | 1.38 | 0.79 | -0.64 | -0.64 | 1.41 | 0.53 | 1.02 | NA |
| Standard Deviation(%) | NA | 14.13 | 17.65 | 20.09 | 21.94 | NA | NA | … | … | 14.87 | 18.28 | 16.51 | 20.89 | 26.99 | 16.10 | 44.15 | 12.91 | 16.78 | 11.15 | 18.31 | 300.90 | 12.70 | 21.09 | 13.56 | 27.73 | 27.81 | 68.08 | 75.02 | 25.13 | 17.05 | 17.90 | 59.13 | NA |
| Draw Down(%) | NA | 9.09 | 17.82 | 37.55 | 45.85 | NA | NA | … | … | 9.09 | 16.38 | 10.96 | 22.24 | 36.14 | 8.17 | 45.85 | 5.48 | 13.98 | 7.20 | 14.32 | 55.91 | 9.63 | 28.83 | 7.59 | 19.31 | 16.06 | 45.89 | 72.96 | 26.61 | 13.12 | 11.97 | 27.69 | NA |
| Yield(%) | 0.00 | 1.27 | 1.44 | 10.37 | 8.86 | 9.81 | 7.34 | … | … | 0.31 | 2.97 | 0.51 | 0.00 | 13.28 | 43.89 | 7.16 | 10.47 | 0.81 | 1.35 | 0.62 | 16.41 | 37.33 | 9.68 | 25.03 | 17.15 | 38.48 | 0.00 | 0.00 | 12.26 | 37.40 | 29.56 | 41.43 | 13.92 |
Data as of 06/04/2026, Common starting date is 12/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETDX (REALESTATEREALRETURN STRATEGY FUND D) |
-30.39%
Feb 2006 – Feb 2009 |
-10.30%
Apr 2013 – Apr 2018 |
-2.13%
Apr 2013 – Apr 2023 |
2.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETDX (REALESTATEREALRETURN STRATEGY FUND D) |
65.89%
Feb 2009 – Feb 2012 |
39.69%
Feb 2009 – Feb 2014 |
15.21%
Feb 2009 – Feb 2019 |
11.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart