Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRRAX (REAL ESTATE SECURITIES FUND CLASS A) | 2.34% | 11.12% | 5.07% | 6.07% | 5.94% | 8.28% | 6.86% | 9.95% |
Data as of 06/20/2025, AR inception is 08/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRAX (REAL ESTATE SECURITIES FUND CLASS A) | 08/23/1999 | 06/20/2025 |
| 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 11.12 | 5.07 | 6.07 | 5.94 | 8.28 | 6.86 | 9.95 | 2.34 | 2.93 | 12.90 | -26.22 | 35.77 | -3.92 | 30.62 | -4.66 | 8.61 | 5.52 | 3.77 | 31.84 | 3.89 | 16.61 | 8.70 | 24.75 | 27.41 | -32.85 | -17.04 | 35.61 | 11.76 | 32.97 | 38.02 | 6.99 | 8.38 | 29.67 | -3.85 |
| Sharpe Ratio | NA | 0.46 | 0.10 | 0.21 | 0.22 | NA | NA | 0.32 | 0.10 | -0.23 | 0.44 | -1.14 | 2.32 | -0.11 | 2.38 | -0.38 | 0.84 | 0.32 | 0.21 | 2.80 | 0.25 | 1.21 | 0.29 | 0.88 | 0.44 | -0.48 | -0.77 | 2.12 | 0.60 | 1.80 | 3.23 | 0.40 | 0.60 | 2.38 | -1.41 |
| Standard Deviation(%) | NA | 17.20 | 19.36 | 19.39 | 20.13 | NA | NA | 25.85 | 19.89 | 15.71 | 19.76 | 24.34 | 15.41 | 38.35 | 12.28 | 15.79 | 9.53 | 16.53 | 17.59 | 11.35 | 15.67 | 13.83 | 29.45 | 27.97 | 62.50 | 69.58 | 26.07 | 15.32 | 16.05 | 17.79 | 11.57 | 14.62 | 10.30 | 10.74 | 9.72 |
| Draw Down(%) | NA | 15.82 | 24.10 | 31.96 | 41.25 | NA | NA | 70.16 | 13.59 | 11.18 | 18.96 | 30.84 | 7.39 | 41.25 | 5.26 | 13.12 | 5.57 | 14.55 | 16.26 | 7.21 | 16.61 | 9.57 | 23.07 | 17.51 | 39.30 | 58.29 | 28.87 | 9.32 | 11.24 | 20.00 | 6.29 | 16.04 | 11.09 | 6.88 | 10.28 |
| Yield(%) | 0.00 | 4.10 | 2.82 | 2.74 | 3.67 | 5.50 | 6.32 | 12.44 | 0.53 | 3.83 | 2.57 | 1.56 | 2.11 | 1.91 | 3.51 | 3.52 | 3.42 | 4.20 | 6.28 | 2.56 | 15.63 | 0.93 | 0.43 | 1.92 | 2.54 | 1.95 | 22.22 | 10.36 | 3.92 | 16.72 | 5.29 | 3.13 | 4.15 | 4.90 | 1.92 |
Data as of 06/20/2025, AR inception is 08/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRAX (REAL ESTATE SECURITIES FUND CLASS A) |
-22.83%
Mar 2006 - Mar 2009 |
-6.90%
Mar 2004 - Mar 2009 |
4.39%
Jan 2007 - Jan 2017 |
5.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRAX (REAL ESTATE SECURITIES FUND CLASS A) |
39.22%
Mar 2009 - Mar 2012 |
27.58%
Feb 2009 - Feb 2014 |
18.04%
Feb 2009 - Feb 2019 |
13.64%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart