Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRENX (REAL ESTATE SECURITIES FUND R-2) | NA | 0.17% | 10.13% | 7.08% | 8.85% | 6.63% | 10.35% | … | … |
Data as of 03/01/2021, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRENX (REAL ESTATE SECURITIES FUND R-2) | 12/21/2000 | 03/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 0.17 | 10.13 | 7.08 | 8.85 | 6.63 | 10.35 | … | … | 1.98 | -3.82 | 30.24 | -4.95 | 8.33 | 5.17 | 3.53 | 31.42 | 3.32 | 16.32 | 8.46 | 24.58 | 26.85 | -33.05 | -18.15 | 35.46 | 14.72 | 32.91 | 37.35 | 7.05 | 7.49 | 0.76 |
| Sharpe Ratio | NA | 0.10 | 0.34 | 0.28 | 0.41 | NA | NA | … | … | 0.76 | -0.10 | 2.35 | -0.40 | 0.81 | 0.30 | 0.20 | 2.77 | 0.21 | 1.19 | 0.29 | 0.88 | 0.43 | -0.49 | -0.82 | 2.11 | 0.80 | 1.83 | 3.21 | 0.41 | 0.51 | NA |
| Standard Deviation(%) | NA | 41.84 | 26.81 | 22.34 | 20.67 | NA | NA | … | … | 17.77 | 41.98 | 12.27 | 15.80 | 9.51 | 16.52 | 17.58 | 11.35 | 15.66 | 13.81 | 29.52 | 27.92 | 62.49 | 69.50 | 25.92 | 15.35 | 15.65 | 17.50 | 11.41 | 14.34 | 10.29 | NA |
| Draw Down(%) | NA | 37.94 | 41.24 | 41.24 | 41.24 | NA | NA | … | … | 4.00 | 41.24 | 5.36 | 13.14 | 5.58 | 14.62 | 16.44 | 7.23 | 16.68 | 9.61 | 23.07 | 17.47 | 39.40 | 58.34 | 29.59 | 9.35 | 11.27 | 20.02 | 6.16 | 15.60 | 10.77 | NA |
| Yield(%) | 0.00 | 2.06 | 3.19 | 3.38 | 5.28 | 5.12 | 10.27 | … | … | 0.00 | 2.05 | 3.32 | 3.40 | 3.33 | 4.06 | 6.32 | 2.34 | 15.93 | 0.72 | 0.24 | 1.77 | 2.34 | 1.75 | 22.54 | 10.44 | 4.91 | 8.63 | 3.78 | 2.41 | 3.15 | 0.85 |
Data as of 03/01/2021, Common starting date is 12/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRENX (REAL ESTATE SECURITIES FUND R-2) |
-23.31%
Mar 2006 – Mar 2009 |
-6.78%
Mar 2004 – Mar 2009 |
3.96%
Jan 2007 – Jan 2017 |
6.64%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRENX (REAL ESTATE SECURITIES FUND R-2) |
38.86%
Mar 2009 – Mar 2012 |
27.19%
Feb 2009 – Feb 2014 |
17.69%
Feb 2009 – Feb 2019 |
12.13%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart