Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRDEX (PREDEX Funds) | NA | -1.49% | -4.99% | 1.46% | NA | NA | NA | … | … |
Data as of 03/12/2025, Common starting date is 07/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRDEX (PREDEX Funds) | 07/01/2016 | 03/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.49 | -4.99 | 1.46 | NA | NA | NA | … | … | 0.00 | -3.73 | -13.79 | 7.11 | 21.84 | 0.40 | 3.50 | 6.15 | 4.40 | 0.78 |
| Sharpe Ratio | NA | -14.09 | -6.77 | -0.78 | NA | NA | NA | … | … | 0.00 | -13.68 | -14.61 | 3.33 | 16.88 | 0.24 | 3.70 | 7.56 | 6.86 | 3.28 |
| Standard Deviation(%) | NA | 0.56 | 1.36 | 1.40 | NA | NA | NA | … | … | NA | 0.75 | 1.24 | 1.73 | 1.29 | 0.70 | 0.57 | 0.64 | 0.55 | 0.40 |
| Draw Down(%) | NA | 1.54 | 21.94 | 21.94 | NA | NA | NA | … | … | 0.00 | 3.77 | 13.99 | 5.91 | 0.04 | 2.49 | 0.27 | 0.19 | 0.08 | 0.06 |
| Yield(%) | 0.00 | 1.05 | 3.01 | 3.82 | 3.18 | 2.12 | 1.59 | … | … | 0.00 | 2.06 | 3.93 | 4.58 | 4.55 | 4.18 | 4.19 | 4.07 | 1.63 | 0.46 |
Data as of 03/12/2025, Common starting date is 07/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRDEX (PREDEX Funds) |
-4.64%
Feb 2022 – Feb 2025 |
1.51%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRDEX (PREDEX Funds) |
12.19%
Jul 2019 – Jul 2022 |
9.46%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart