Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRETX (REAL ESTATE SECURITIES FUND R-4) | NA | 22.94% | -0.99% | 3.91% | 6.39% | 10.07% | 7.97% | … | … |
Data as of 11/25/2024, Common starting date is 12/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRETX (REAL ESTATE SECURITIES FUND R-4) | 12/21/2000 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.57 | 22.94 | -0.99 | 3.91 | 6.39 | 10.07 | 7.97 | … | … | 11.28 | 12.94 | -26.23 | 35.72 | -3.93 | 30.75 | -4.64 | 8.71 | 5.58 | 3.88 | 31.96 | 3.98 | 16.79 | 8.85 | 25.28 | 27.59 | -32.81 | -17.00 | 36.01 | 15.15 | 33.34 | 37.73 | 7.52 | 7.88 | 0.67 |
| Sharpe Ratio | NA | 1.05 | -0.29 | 0.06 | 0.24 | NA | NA | … | … | 0.37 | 0.44 | -1.14 | 2.31 | -0.11 | 2.39 | -0.38 | 0.85 | 0.33 | 0.22 | 2.81 | 0.25 | 1.22 | 0.30 | 0.90 | 0.44 | -0.48 | -0.77 | 2.14 | 0.83 | 1.85 | 3.23 | 0.45 | 0.55 | NA |
| Standard Deviation(%) | NA | 15.67 | 20.40 | 24.17 | 19.98 | NA | NA | … | … | 15.24 | 19.79 | 24.37 | 15.45 | 38.33 | 12.28 | 15.78 | 9.53 | 16.44 | 17.59 | 11.38 | 15.63 | 13.83 | 29.49 | 27.95 | 62.36 | 69.46 | 26.03 | 15.40 | 15.65 | 17.51 | 11.45 | 14.28 | 10.25 | NA |
| Draw Down(%) | NA | 11.23 | 31.97 | 41.25 | 41.25 | NA | NA | … | … | 11.13 | 18.98 | 30.84 | 7.41 | 41.25 | 5.28 | 13.14 | 5.59 | 14.56 | 16.27 | 7.24 | 16.61 | 9.53 | 23.02 | 17.43 | 39.29 | 58.29 | 28.84 | 9.34 | 11.20 | 20.01 | 6.15 | 15.58 | 10.74 | NA |
| Yield(%) | 0.00 | 2.60 | 1.96 | 2.32 | 3.62 | 6.64 | 6.02 | … | … | 1.80 | 2.73 | 1.65 | 2.24 | 2.05 | 3.74 | 3.72 | 3.65 | 4.35 | 6.60 | 2.75 | 16.16 | 1.12 | 0.62 | 2.49 | 2.67 | 2.07 | 22.67 | 10.74 | 5.28 | 8.67 | 4.27 | 2.78 | 3.53 | 0.85 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| PRETX (REAL ESTATE SECURITIES FUND R-4) |
-22.72%
Mar 2006 – Mar 2009 |
-6.21%
Mar 2004 – Mar 2009 |
4.52%
Jan 2007 – Jan 2017 |
5.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRETX (REAL ESTATE SECURITIES FUND R-4) |
39.49%
Mar 2009 – Mar 2012 |
27.80%
Feb 2009 – Feb 2014 |
18.18%
Feb 2009 – Feb 2019 |
13.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart