Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFRSX (REAL ESTATE SECURITIES FUND R-6) | 12.44% | 11.00% | 10.02% | 3.52% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFRSX (REAL ESTATE SECURITIES FUND R-6) | 11/23/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 11.00 | 10.02 | 3.52 | NA | NA | NA | … | … | 12.44 | 1.26 | 5.49 | 13.38 | -25.17 | 39.72 | -3.22 | 31.20 | -4.22 | 9.09 | 2.26 |
| Sharpe Ratio | NA | 0.64 | 0.48 | 0.08 | NA | NA | NA | … | … | 2.19 | -0.10 | 0.12 | 0.50 | -1.10 | 2.63 | -0.09 | 2.43 | -0.36 | 0.89 | 1.40 |
| Standard Deviation(%) | NA | 12.76 | 16.19 | 18.35 | NA | NA | NA | … | … | 13.88 | 16.29 | 15.43 | 19.65 | 24.26 | 15.07 | 38.33 | 12.23 | 15.75 | 9.49 | 17.87 |
| Draw Down(%) | NA | 7.40 | 15.71 | 30.76 | NA | NA | NA | … | … | 7.40 | 13.58 | 11.04 | 18.72 | 30.61 | 7.38 | 41.24 | 5.22 | 13.08 | 5.57 | 4.58 |
| Yield(%) | 0.00 | 2.58 | 3.53 | 3.31 | 3.91 | 2.61 | 1.96 | … | … | 0.58 | 2.71 | 4.22 | 3.01 | 2.64 | 5.90 | 2.64 | 4.05 | 3.95 | 3.85 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRSX (REAL ESTATE SECURITIES FUND R-6) |
-3.63%
Dec 2021 – Dec 2024 |
2.96%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFRSX (REAL ESTATE SECURITIES FUND R-6) |
21.06%
Dec 2018 – Dec 2021 |
13.14%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart