Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHREX (PHOCAS REAL ESTATE FUND PHOCAS REAL ESTATE FUND) | NA | 6.41% | 8.02% | 10.53% | 8.93% | NA | NA | … | … |
Data as of 08/24/2018, Common starting date is 10/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHREX (PHOCAS REAL ESTATE FUND PHOCAS REAL ESTATE FUND) | 10/04/2006 | 08/24/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 6.41 | 8.02 | 10.53 | 8.93 | NA | NA | … | … | 2.53 | 7.35 | 7.67 | 1.24 | 31.65 | 6.65 | 16.70 | 7.89 | 22.50 | 32.26 | -36.27 | -14.81 | 6.94 |
| Sharpe Ratio | NA | 0.42 | 0.52 | 0.71 | 0.25 | NA | NA | … | … | 0.18 | 0.67 | 0.44 | 0.07 | 2.82 | 0.43 | 1.17 | 0.26 | 0.79 | 0.50 | -0.53 | -0.69 | 1.86 |
| Standard Deviation(%) | NA | 12.75 | 14.47 | 14.19 | 33.70 | NA | NA | … | … | 14.60 | 10.06 | 16.80 | 16.94 | 11.20 | 15.51 | 14.29 | 30.28 | 28.25 | 64.44 | 70.44 | 26.08 | 15.64 |
| Draw Down(%) | NA | 14.49 | 14.49 | 18.80 | 61.93 | NA | NA | … | … | 12.94 | 6.44 | 13.44 | 15.44 | 7.02 | 16.90 | 9.57 | 24.65 | 16.74 | 39.10 | 61.39 | 26.38 | 6.15 |
| Yield(%) | 0.00 | 5.83 | 5.56 | 4.51 | 3.49 | 1.98 | 1.48 | … | … | 0.00 | 6.01 | 5.27 | 4.87 | 0.10 | 0.80 | 0.92 | 0.28 | 1.23 | 2.38 | 0.00 | 0.00 | 0.00 |
Data as of 08/24/2018, Common starting date is 10/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHREX (PHOCAS REAL ESTATE FUND PHOCAS REAL ESTATE FUND) |
-14.93%
Jan 2007 – Jan 2010 |
-2.32%
Nov 2006 – Nov 2011 |
4.48%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHREX (PHOCAS REAL ESTATE FUND PHOCAS REAL ESTATE FUND) |
38.68%
Feb 2009 – Feb 2012 |
27.96%
Feb 2009 – Feb 2014 |
8.74%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart