Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRCEX (REAL ESTATE SECURITIES FUND CLASS C) | 9.85% | 7.83% | 8.00% | 1.19% | 4.78% | 6.59% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRCEX (REAL ESTATE SECURITIES FUND CLASS C) | 01/19/2007 | 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 (%) | -3.00 | 7.83 | 8.00 | 1.19 | 4.78 | 6.59 | NA | … | … | 9.85 | -0.03 | 4.22 | 11.89 | -26.81 | 34.73 | -4.70 | 29.66 | -5.43 | 7.77 | 4.65 | 3.02 | 30.13 | 3.56 | 15.62 | 7.86 | 24.28 | 26.50 | -33.27 | -21.89 |
| Sharpe Ratio | NA | 0.53 | 0.39 | -0.03 | 0.17 | NA | NA | … | … | 2.07 | -0.18 | 0.04 | 0.42 | -1.16 | 2.25 | -0.13 | 2.29 | -0.43 | 0.75 | 0.27 | 0.17 | 2.64 | 0.23 | 1.14 | 0.27 | 0.87 | 0.42 | -0.49 | -0.98 |
| Standard Deviation(%) | NA | 12.74 | 16.18 | 18.46 | 19.77 | NA | NA | … | … | 13.85 | 16.26 | 15.44 | 19.79 | 24.34 | 15.45 | 38.33 | 12.30 | 15.82 | 9.54 | 16.53 | 17.61 | 11.42 | 15.65 | 13.81 | 29.46 | 27.96 | 62.40 | 69.50 | 26.44 |
| Draw Down(%) | NA | 7.53 | 16.26 | 33.02 | 41.26 | NA | NA | … | … | 7.53 | 13.68 | 11.37 | 19.52 | 31.26 | 7.46 | 41.26 | 5.40 | 13.17 | 5.63 | 14.75 | 16.67 | 7.27 | 16.78 | 9.66 | 23.16 | 17.56 | 39.36 | 58.45 | 29.19 |
| Yield(%) | 0.00 | 1.27 | 2.16 | 1.49 | 2.24 | 3.70 | 2.93 | … | … | 0.24 | 1.39 | 3.02 | 1.70 | 0.90 | 1.19 | 1.22 | 2.59 | 2.84 | 2.69 | 3.52 | 5.65 | 1.69 | 15.04 | 0.06 | 0.00 | 1.62 | 1.91 | 1.34 | 20.83 |
Data as of 06/03/2026, Common starting date is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRCEX (REAL ESTATE SECURITIES FUND CLASS C) |
-12.91%
Feb 2007 – Feb 2010 |
-1.57%
Feb 2007 – Feb 2012 |
3.99%
Jan 2015 – Jan 2025 |
5.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRCEX (REAL ESTATE SECURITIES FUND CLASS C) |
38.36%
Mar 2009 – Mar 2012 |
26.66%
Feb 2009 – Feb 2014 |
17.15%
Feb 2009 – Feb 2019 |
12.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart