Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRRSX (REALESTATEREALRETURN STRATEGY FUND INSTITUTIONAL) | 14.18% | 18.45% | 11.93% | 4.14% | 22.79% | 19.51% | 16.12% | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRRSX (REALESTATEREALRETURN STRATEGY FUND INSTITUTIONAL) | 10/31/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 18.45 | 11.93 | 4.14 | 22.79 | 19.51 | 16.12 | … | … | 14.18 | 4.61 | 5.11 | 12.30 | -29.36 | 53.74 | 284.80 | 29.60 | -6.42 | 5.74 | 6.88 | 5.50 | 38.42 | -13.32 | 28.41 | 26.25 | 39.11 | 54.55 | -47.15 | -12.30 | 27.57 | 12.39 | 125.27 | 8.64 |
| Sharpe Ratio | NA | 1.09 | 0.55 | 0.02 | 0.27 | NA | NA | … | … | 2.35 | 0.13 | 0.09 | 0.04 | -1.15 | 3.35 | 1.93 | 2.20 | -0.47 | 0.46 | 0.37 | 0.30 | 3.03 | -0.63 | 2.14 | 0.95 | 1.41 | 0.80 | -0.64 | -0.62 | 1.42 | 0.56 | 2.48 | 5.66 |
| Standard Deviation(%) | NA | 14.14 | 17.68 | 89.45 | 78.90 | NA | NA | … | … | 14.89 | 18.35 | 16.49 | 196.73 | 26.96 | 16.02 | 146.18 | 12.77 | 16.76 | 11.03 | 18.26 | 18.50 | 12.67 | 21.31 | 13.39 | 27.64 | 27.59 | 67.83 | 75.41 | 25.18 | 17.04 | 17.97 | 50.09 | 11.62 |
| Draw Down(%) | NA | 9.05 | 17.77 | 82.75 | 82.75 | NA | NA | … | … | 9.05 | 16.34 | 10.84 | 78.61 | 35.94 | 8.17 | 45.75 | 5.32 | 13.75 | 7.15 | 14.13 | 18.32 | 9.81 | 28.96 | 7.57 | 19.40 | 15.95 | 45.79 | 72.92 | 26.58 | 12.92 | 12.05 | 23.84 | 2.63 |
| Yield(%) | 0.00 | 1.29 | 1.37 | 8.07 | 26.49 | 19.20 | 11.48 | … | … | 0.31 | 2.65 | 0.63 | 0.00 | 11.34 | 39.13 | 26.09 | 9.80 | 0.76 | 1.72 | 0.72 | 7.87 | 35.58 | 9.37 | 24.15 | 16.97 | 38.16 | 0.00 | 0.00 | 12.57 | 37.45 | 29.74 | 79.00 | 7.58 |
Data as of 06/04/2026, Common starting date is 10/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRSX (REALESTATEREALRETURN STRATEGY FUND INSTITUTIONAL) |
-30.05%
Feb 2006 – Feb 2009 |
-2.89%
Feb 2004 – Feb 2009 |
7.10%
Nov 2006 – Nov 2016 |
9.72%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRRSX (REALESTATEREALRETURN STRATEGY FUND INSTITUTIONAL) |
97.18%
Dec 2018 – Dec 2021 |
49.97%
Dec 2016 – Dec 2021 |
32.37%
Jan 2010 – Jan 2020 |
28.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart