Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POSCX (GLOBAL REAL ESTATE SECURITIES FUND CLASS C) | NA | -4.79% | 2.09% | 4.86% | 5.97% | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POSCX (GLOBAL REAL ESTATE SECURITIES FUND CLASS C) | 10/03/2007 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.38 | -4.79 | 2.09 | 4.86 | 5.97 | NA | NA | … | … | -14.35 | 20.05 | -4.96 | 23.15 | -4.58 | 13.46 | -0.74 | 0.32 | 14.94 | 4.41 | 29.65 | -6.62 | 21.75 | 34.28 | -45.88 | -12.26 |
| Sharpe Ratio | NA | -0.33 | 0.07 | 0.22 | 0.35 | NA | NA | … | … | -1.99 | 1.63 | -0.15 | 2.30 | -0.50 | 1.76 | -0.06 | 0.02 | 1.60 | 0.32 | 2.41 | -0.27 | 1.02 | 0.88 | -0.98 | -1.66 |
| Standard Deviation(%) | NA | 14.88 | 23.06 | 18.97 | 16.25 | NA | NA | … | … | 18.28 | 12.32 | 35.61 | 9.45 | 11.91 | 7.34 | 15.20 | 14.47 | 9.34 | 13.56 | 12.42 | 25.06 | 21.17 | 38.72 | 47.40 | 26.56 |
| Draw Down(%) | NA | 14.35 | 41.80 | 41.80 | 41.80 | NA | NA | … | … | 14.35 | 7.67 | 41.80 | 4.54 | 10.19 | 4.40 | 13.71 | 13.86 | 7.61 | 14.72 | 8.44 | 24.61 | 15.02 | 35.96 | 59.29 | 16.96 |
| Yield(%) | 0.00 | 1.72 | 2.74 | 3.23 | 4.16 | 2.56 | 1.92 | … | … | 0.00 | 1.93 | 0.56 | 7.02 | 2.78 | 3.99 | 2.71 | 3.75 | 2.69 | 5.47 | 8.60 | 1.69 | 4.42 | 4.57 | 1.71 | 0.76 |
Data as of 05/06/2022, 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 |
|---|---|---|---|---|
| POSCX (GLOBAL REAL ESTATE SECURITIES FUND CLASS C) |
-7.60%
Nov 2007 – Nov 2010 |
-1.16%
Mar 2015 – Mar 2020 |
3.04%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POSCX (GLOBAL REAL ESTATE SECURITIES FUND CLASS C) |
31.70%
Feb 2009 – Feb 2012 |
23.93%
Feb 2009 – Feb 2014 |
14.48%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart