Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIREX (REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) | 12.42% | 10.94% | 9.97% | 2.75% | 6.28% | 8.09% | 6.97% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIREX (REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) | 12/20/2001 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 10.94 | 9.97 | 2.75 | 6.28 | 8.09 | 6.97 | … | … | 12.42 | 1.21 | 5.44 | 13.32 | -25.98 | 36.25 | -3.64 | 31.14 | -4.34 | 9.00 | 5.94 | 4.20 | 32.38 | 4.35 | 17.16 | 9.25 | 25.42 | 28.07 | -32.56 | -16.65 | 36.44 | 12.27 | 33.94 | 38.38 | 7.86 | 1.80 |
| Sharpe Ratio | NA | 0.63 | 0.47 | 0.04 | 0.23 | NA | NA | … | … | 2.19 | -0.10 | 0.12 | 0.49 | -1.13 | 2.35 | -0.10 | 2.42 | -0.36 | 0.88 | 0.35 | 0.24 | 2.85 | 0.28 | 1.25 | 0.31 | 0.91 | 0.45 | -0.48 | -0.76 | 2.16 | 0.63 | 1.88 | 3.29 | 0.47 | 25.48 |
| Standard Deviation(%) | NA | 12.75 | 16.18 | 18.45 | 19.75 | NA | NA | … | … | 13.87 | 16.25 | 15.44 | 19.76 | 24.35 | 15.41 | 38.34 | 12.27 | 15.80 | 9.54 | 16.43 | 17.59 | 11.37 | 15.66 | 13.81 | 29.42 | 27.93 | 62.50 | 69.50 | 26.07 | 15.33 | 15.94 | 17.50 | 11.43 | 14.27 | 4.34 |
| Draw Down(%) | NA | 7.44 | 15.72 | 31.54 | 41.22 | NA | NA | … | … | 7.44 | 13.55 | 11.05 | 18.74 | 30.66 | 7.37 | 41.22 | 5.22 | 13.10 | 5.57 | 14.47 | 16.10 | 7.20 | 16.54 | 9.51 | 23.00 | 17.38 | 39.25 | 58.19 | 28.60 | 9.25 | 11.15 | 19.98 | 6.10 | 15.44 | 0.09 |
| Yield(%) | 0.00 | 2.53 | 3.47 | 2.56 | 3.55 | 5.31 | 4.94 | … | … | 0.57 | 2.66 | 4.17 | 2.95 | 1.85 | 2.49 | 2.22 | 3.94 | 3.85 | 3.84 | 4.58 | 6.68 | 2.99 | 16.08 | 1.46 | 0.94 | 2.54 | 2.94 | 2.36 | 22.63 | 10.93 | 2.36 | 8.63 | 4.75 | 3.17 | 3.65 |
Data as of 06/04/2026, Common starting date is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIREX (REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) |
-22.42%
Mar 2006 – Mar 2009 |
-6.39%
Mar 2004 – Mar 2009 |
4.86%
Jan 2007 – Jan 2017 |
6.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIREX (REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) |
39.89%
Mar 2009 – Mar 2012 |
28.21%
Feb 2009 – Feb 2014 |
18.56%
Feb 2009 – Feb 2019 |
13.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart