Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POSAX (GLOBAL REAL ESTATE SECURITIES FUND CLASS A) | 6.29% | 8.60% | 7.57% | -0.16% | 3.66% | 5.01% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POSAX (GLOBAL REAL ESTATE SECURITIES FUND CLASS A) | 10/03/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.82 | 8.60 | 7.57 | -0.16 | 3.66 | 5.01 | NA | … | … | 6.29 | 7.06 | -0.49 | 11.32 | -27.04 | 23.04 | -4.19 | 23.93 | -3.69 | 14.31 | 0.06 | 1.09 | 15.91 | 5.27 | 29.67 | -5.93 | 22.56 | 35.64 | -45.14 | -12.00 |
| Sharpe Ratio | NA | 0.68 | 0.40 | -0.12 | 0.14 | NA | NA | … | … | 1.42 | 0.29 | -0.30 | 0.46 | -1.33 | 1.88 | -0.13 | 2.40 | -0.43 | 1.86 | -0.01 | 0.07 | 1.70 | 0.39 | 2.45 | -0.24 | 1.06 | 0.92 | -0.97 | -1.63 |
| Standard Deviation(%) | NA | 11.75 | 14.62 | 16.21 | 17.00 | NA | NA | … | … | 13.51 | 14.37 | 13.83 | 16.94 | 21.55 | 12.27 | 33.31 | 9.35 | 11.88 | 7.37 | 15.32 | 14.46 | 9.35 | 13.57 | 12.20 | 25.03 | 21.21 | 38.76 | 47.45 | 26.63 |
| Draw Down(%) | NA | 10.06 | 18.22 | 34.59 | 41.72 | NA | NA | … | … | 10.06 | 12.54 | 12.81 | 20.31 | 33.82 | 7.68 | 41.72 | 4.48 | 9.88 | 4.38 | 13.58 | 13.45 | 7.47 | 14.51 | 8.40 | 24.39 | 14.94 | 35.79 | 59.21 | 16.85 |
| Yield(%) | 0.00 | 2.42 | 2.56 | 1.79 | 2.97 | 3.91 | 2.60 | … | … | 0.00 | 2.55 | 2.33 | 2.57 | 0.57 | 2.83 | 0.90 | 7.62 | 3.45 | 4.47 | 3.44 | 4.19 | 3.39 | 6.03 | 8.44 | 2.23 | 5.08 | 5.07 | 2.06 | 0.92 |
Data as of 06/03/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POSAX (GLOBAL REAL ESTATE SECURITIES FUND CLASS A) |
-6.85%
Dec 2021 – Dec 2024 |
-0.99%
Jan 2020 – Jan 2025 |
2.04%
Oct 2013 – Oct 2023 |
3.07%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POSAX (GLOBAL REAL ESTATE SECURITIES FUND CLASS A) |
32.78%
Feb 2009 – Feb 2012 |
24.75%
Feb 2009 – Feb 2014 |
15.31%
Feb 2009 – Feb 2019 |
10.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart