Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PREPX (REAL ESTATE SECURITIES FUND R-5) | 2.78% | 2.51% | 3.49% | 6.25% | 5.72% | 8.81% | 6.84% | 9.55% |
Data as of 07/18/2025, AR inception is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREPX (REAL ESTATE SECURITIES FUND R-5) | 12/21/2000 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.62 | 2.51 | 3.49 | 6.25 | 5.72 | 8.81 | 6.84 | 9.55 | 2.78 | 3.47 | 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 | -0.04 | 0.01 | 0.20 | 0.21 | NA | NA | 0.31 | 0.11 | -0.20 | 0.45 | -1.13 | 2.32 | -0.10 | 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 | 2.15 | 0.62 | 1.87 | 3.29 | 0.45 | 0.55 | NA |
| Standard Deviation(%) | NA | 17.32 | 19.35 | 19.32 | 20.14 | NA | NA | 26.35 | 19.09 | 15.62 | 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 | 17.20 | 24.00 | 31.81 | 41.27 | NA | NA | 70.03 | 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 | 1.94 | 2.41 | 2.67 | 3.67 | 6.07 | 5.24 | 9.77 | 0.60 | 2.44 | 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 07/18/2025, AR inception 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