Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PREPX (REAL ESTATE SECURITIES FUND R-5) | 10.33% | 8.96% | 9.10% | 2.18% | 5.80% | 7.65% | 6.65% | … | … |
Data as of 06/03/2026, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREPX (REAL ESTATE SECURITIES FUND R-5) | 12/21/2000 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.00 | 8.96 | 9.10 | 2.18 | 5.80 | 7.65 | 6.65 | … | … | 10.33 | 1.03 | 5.24 | 13.07 | -26.14 | 35.87 | -3.80 | 30.93 | -4.50 | 8.82 | 5.69 | 4.04 | 32.10 | 4.14 | 16.91 | 8.97 | 25.16 | 27.58 | -32.68 | -16.89 | 36.15 | 11.99 | 33.50 | 38.04 | 7.56 | 7.91 | 0.67 |
| Sharpe Ratio | NA | 0.62 | 0.46 | 0.03 | 0.22 | NA | NA | … | … | 2.17 | -0.11 | 0.10 | 0.48 | -1.14 | 2.32 | -0.11 | 2.40 | -0.37 | 0.86 | 0.33 | 0.23 | 2.82 | 0.26 | 1.23 | 0.30 | 0.90 | 0.44 | -0.48 | -0.77 | 2.14 | 0.61 | 1.86 | 3.29 | 0.45 | 0.54 | NA |
| Standard Deviation(%) | NA | 12.73 | 16.18 | 18.46 | 19.77 | NA | NA | … | … | 13.84 | 16.28 | 15.44 | 19.76 | 24.34 | 15.45 | 38.38 | 12.28 | 15.80 | 9.56 | 16.43 | 17.60 | 11.38 | 15.66 | 13.80 | 29.42 | 27.95 | 62.34 | 69.46 | 26.05 | 15.34 | 15.93 | 17.44 | 11.36 | 14.27 | 10.24 | NA |
| Draw Down(%) | NA | 7.44 | 15.78 | 31.81 | 41.27 | NA | NA | … | … | 7.44 | 13.61 | 11.08 | 18.89 | 30.75 | 7.39 | 41.27 | 5.27 | 13.11 | 5.58 | 14.50 | 16.14 | 7.22 | 16.56 | 9.49 | 23.00 | 17.38 | 39.31 | 58.26 | 28.76 | 9.30 | 11.17 | 20.01 | 6.08 | 15.59 | 10.74 | NA |
| Yield(%) | 0.00 | 2.46 | 3.41 | 2.49 | 3.43 | 5.11 | 4.83 | … | … | 0.54 | 2.58 | 4.15 | 2.87 | 1.76 | 2.38 | 2.15 | 3.88 | 3.84 | 3.77 | 4.51 | 6.70 | 2.87 | 16.25 | 1.26 | 0.73 | 2.31 | 2.77 | 2.17 | 22.76 | 10.84 | 2.12 | 8.68 | 4.44 | 2.92 | 3.66 | 0.85 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PREPX (REAL ESTATE SECURITIES FUND R-5) |
-22.62%
Mar 2006 – Mar 2009 |
-6.64%
Mar 2004 – Mar 2009 |
4.62%
Jan 2007 – Jan 2017 |
6.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREPX (REAL ESTATE SECURITIES FUND R-5) |
39.54%
Mar 2009 – Mar 2012 |
27.89%
Feb 2009 – Feb 2014 |
18.30%
Feb 2009 – Feb 2019 |
13.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart