Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRDYX (REAL ESTATE DEBT INCOME FUND CLASS A) | NA | 11.82% | 4.26% | 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 |
|---|---|---|
| PRDYX (REAL ESTATE DEBT INCOME FUND CLASS A) | 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 (%) | 3.84 | 11.82 | 4.26 | NA | NA | NA | NA | … | … | 7.13 | 1.52 | 3.87 | 2.91 | -1.08 |
| Sharpe Ratio | NA | 2.44 | 0.67 | NA | NA | NA | NA | … | … | 3.76 | 0.07 | 1.08 | 0.71 | -0.35 |
| Standard Deviation(%) | NA | 2.56 | 2.95 | NA | NA | NA | NA | … | … | 2.57 | 2.81 | 3.02 | 3.78 | 3.22 |
| Draw Down(%) | NA | 0.94 | 4.51 | NA | NA | NA | NA | … | … | 0.84 | 1.83 | 1.77 | 4.56 | 2.48 |
| Yield(%) | 0.11 | 3.55 | 3.10 | 2.81 | 1.40 | 0.94 | 0.70 | … | … | 2.01 | 3.34 | 3.11 | 2.80 | 3.26 |
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 |
|---|---|---|---|---|
| PRDYX (REAL ESTATE DEBT INCOME FUND CLASS A) |
1.17%
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 |
|---|---|---|---|---|
| PRDYX (REAL ESTATE DEBT INCOME FUND CLASS A) |
3.99%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart