Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| PRERX (REAL ESTATE SECURITIES FUND R-3) | 9.24% | 3.05% | 9.11% | 2.42% | 7.49% | 5.29% | 8.35% | 6.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRERX (REAL ESTATE SECURITIES FUND R-3) | 12/21/2000 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 12/21/2000.
AR inception is since 12/21/2000.
| 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 (%) | 1.15 | 9.11 | 2.42 | 7.49 | 5.29 | 8.35 | 6.91 | 9.24 | 3.05 | 2.72 | 12.74 | -26.36 | 35.48 | -4.08 | 30.47 | -4.77 | 8.49 | 5.36 | 3.73 | 31.70 | 3.80 | 16.56 | 8.63 | 24.79 | 27.23 | -32.89 | -17.18 | 35.77 | 11.57 | 33.17 | 37.50 | 7.97 | 7.68 | 0.67 |
| Sharpe Ratio | NA | 0.13 | -0.15 | 0.28 | 0.17 | NA | NA | 0.29 | 0.22 | -0.25 | 0.43 | -1.14 | 2.30 | -0.11 | 2.37 | -0.39 | 0.83 | 0.31 | 0.21 | 2.77 | 0.24 | 1.21 | 0.29 | 0.88 | 0.44 | -0.48 | -0.78 | 2.12 | 0.59 | 1.84 | 3.24 | 0.48 | 0.53 | NA |
| Standard Deviation(%) | NA | 17.56 | 20.05 | 20.11 | 20.16 | NA | NA | 26.45 | 21.53 | 15.71 | 19.78 | 24.34 | 15.41 | 38.36 | 12.25 | 15.79 | 9.52 | 16.53 | 17.62 | 11.42 | 15.63 | 13.80 | 29.43 | 27.93 | 62.37 | 69.57 | 26.06 | 15.38 | 15.99 | 17.49 | 11.37 | 14.30 | 10.20 | NA |
| Draw Down(%) | NA | 18.11 | 24.26 | 32.16 | 41.25 | NA | NA | 70.21 | 14.04 | 11.27 | 19.05 | 30.90 | 7.40 | 41.25 | 5.29 | 13.12 | 5.58 | 14.58 | 16.32 | 7.22 | 16.62 | 9.55 | 23.04 | 17.48 | 39.27 | 58.33 | 28.96 | 9.38 | 11.23 | 20.00 | 6.20 | 15.52 | 10.76 | NA |
| Yield(%) | 0.00 | 1.24 | 1.80 | 2.28 | 3.16 | 5.30 | 5.20 | 9.08 | 0.00 | 1.64 | 2.51 | 1.48 | 2.00 | 1.84 | 3.46 | 3.49 | 3.40 | 4.14 | 6.34 | 2.50 | 15.85 | 0.90 | 0.41 | 1.95 | 2.47 | 1.88 | 22.38 | 10.50 | 1.78 | 8.58 | 4.00 | 2.59 | 3.33 | 0.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRERX (REAL ESTATE SECURITIES FUND R-3) |
-22.89%
Mar 2006 - Mar 2009 |
-6.94%
Mar 2004 - Mar 2009 |
4.30%
Jan 2007 - Jan 2017 |
5.68%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRERX (REAL ESTATE SECURITIES FUND R-3) |
39.15%
Mar 2009 - Mar 2012 |
27.49%
Feb 2009 - Feb 2014 |
17.93%
Feb 2009 - Feb 2019 |
13.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart