Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POSIX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) | 6.49% | 9.05% | 8.04% | 0.16% | 4.02% | 5.51% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POSIX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) | 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 (%) | -2.77 | 9.05 | 8.04 | 0.16 | 4.02 | 5.51 | NA | … | … | 6.49 | 8.11 | 0.67 | 10.87 | -26.74 | 23.02 | -3.90 | 24.51 | -3.34 | 14.74 | 0.46 | 1.52 | 16.26 | 5.85 | 30.19 | -4.00 | 28.60 | 36.35 | -45.25 | -11.98 |
| Sharpe Ratio | NA | 0.72 | 0.43 | -0.10 | 0.16 | NA | NA | … | … | 1.45 | 0.37 | -0.21 | 0.43 | -1.31 | 1.87 | -0.12 | 2.47 | -0.40 | 1.93 | 0.02 | 0.10 | 1.74 | 0.43 | 2.44 | -0.16 | 1.31 | 0.94 | -0.97 | -1.63 |
| Standard Deviation(%) | NA | 11.81 | 14.65 | 16.27 | 17.09 | NA | NA | … | … | 13.41 | 14.55 | 13.77 | 17.07 | 21.62 | 12.27 | 33.66 | 9.32 | 11.81 | 7.34 | 15.26 | 14.47 | 9.34 | 13.57 | 12.44 | 25.16 | 21.75 | 38.66 | 47.37 | 26.68 |
| Draw Down(%) | NA | 9.97 | 18.02 | 34.15 | 41.70 | NA | NA | … | … | 9.97 | 12.54 | 12.70 | 20.14 | 33.61 | 7.58 | 41.70 | 4.54 | 9.74 | 4.42 | 13.34 | 13.27 | 7.47 | 14.47 | 8.37 | 24.34 | 14.87 | 35.79 | 59.02 | 16.85 |
| Yield(%) | 0.00 | 2.63 | 2.79 | 1.90 | 3.11 | 4.20 | 2.90 | … | … | 0.00 | 2.78 | 2.52 | 2.83 | 0.81 | 2.53 | 1.09 | 7.51 | 3.54 | 4.59 | 3.64 | 4.31 | 3.60 | 6.06 | 8.50 | 3.98 | 5.09 | 5.25 | 2.07 | 0.94 |
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 |
|---|---|---|---|---|
| POSIX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) |
-6.49%
Dec 2021 – Dec 2024 |
-0.70%
Jan 2020 – Jan 2025 |
2.40%
Oct 2013 – Oct 2023 |
3.82%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POSIX (GLOBAL REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) |
36.01%
Feb 2009 – Feb 2012 |
26.76%
Feb 2009 – Feb 2014 |
16.48%
Feb 2009 – Feb 2019 |
10.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart