Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRDIX (REAL ESTATE DEBT INCOME FUND INSTITUTIONAL) | NA | 14.10% | 5.16% | NA | NA | NA | NA | … | … |
Data as of 08/23/2019, Common starting date is 01/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRDIX (REAL ESTATE DEBT INCOME FUND INSTITUTIONAL) | 01/12/2015 | 08/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.57 | 14.10 | 5.16 | NA | NA | NA | NA | … | … | 7.24 | 1.94 | 4.22 | 2.23 | -0.81 |
| Sharpe Ratio | NA | 2.52 | 0.78 | NA | NA | NA | NA | … | … | 3.80 | 0.22 | 1.20 | 0.56 | -0.27 |
| Standard Deviation(%) | NA | 2.61 | 2.94 | NA | NA | NA | NA | … | … | 2.59 | 2.83 | 3.01 | 3.61 | 3.18 |
| Draw Down(%) | NA | 0.95 | 4.44 | NA | NA | NA | NA | … | … | 0.90 | 1.82 | 1.76 | 4.44 | 2.26 |
| Yield(%) | 0.16 | 3.93 | 3.41 | 3.09 | 1.54 | 1.03 | 0.77 | … | … | 2.27 | 3.66 | 3.33 | 3.28 | 3.52 |
Data as of 08/23/2019, Common starting date is 01/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRDIX (REAL ESTATE DEBT INCOME FUND INSTITUTIONAL) |
1.15%
Apr 2015 – Apr 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRDIX (REAL ESTATE DEBT INCOME FUND INSTITUTIONAL) |
4.30%
May 2016 – May 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart