Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POSPX (GLOBAL REAL ESTATE SECURITIES FUND CLASS P) | NA | 1.84% | 4.74% | 9.52% | NA | NA | NA | … | … |
Data as of 06/23/2017, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POSPX (GLOBAL REAL ESTATE SECURITIES FUND CLASS P) | 12/30/2010 | 06/23/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 1.84 | 4.74 | 9.52 | NA | NA | NA | … | … | 7.60 | 0.01 | 1.41 | 16.13 | 5.62 | 30.01 | -5.92 | -0.27 |
| Sharpe Ratio | NA | 0.12 | 0.35 | 0.73 | NA | NA | NA | … | … | 2.05 | -0.01 | 0.10 | 1.74 | 0.41 | 2.44 | -0.24 | NA |
| Standard Deviation(%) | NA | 12.07 | 13.24 | 12.72 | NA | NA | NA | … | … | 7.86 | 15.23 | 14.50 | 9.27 | 13.58 | 12.37 | 25.09 | 0.00 |
| Draw Down(%) | NA | 13.78 | 15.98 | 15.98 | NA | NA | NA | … | … | 4.43 | 13.78 | 13.33 | 7.40 | 14.58 | 8.25 | 24.36 | 0.27 |
| Yield(%) | 0.21 | 3.09 | 3.60 | 5.46 | 2.99 | 1.99 | 1.50 | … | … | 0.42 | 3.17 | 4.21 | 3.45 | 5.97 | 8.34 | 2.10 | 0.00 |
Data as of 06/23/2017, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POSPX (GLOBAL REAL ESTATE SECURITIES FUND CLASS P) |
3.88%
Apr 2013 – Apr 2016 |
6.47%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POSPX (GLOBAL REAL ESTATE SECURITIES FUND CLASS P) |
17.11%
Sep 2011 – Sep 2014 |
13.57%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart