Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RREFX (REMS REAL ESTATE INCOME 50/50 FUND PLATFORM SHARES) | NA | -11.16% | 2.12% | 4.05% | 3.35% | NA | NA | … | … |
Data as of 01/19/2021, Common starting date is 11/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RREFX (REMS REAL ESTATE INCOME 50/50 FUND PLATFORM SHARES) | 11/05/2007 | 01/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.16 | 2.12 | 4.05 | 3.35 | NA | NA | … | … | 0.00 | -9.64 | 26.57 | -9.40 | 3.36 | 8.30 | 2.47 | 18.37 | -5.98 | 12.41 | -6.52 | -4.26 | 16.80 | -38.67 | -5.75 |
| Sharpe Ratio | NA | -0.28 | 0.05 | 0.17 | 0.19 | NA | NA | … | … | 0.00 | -0.24 | 3.68 | -1.14 | 0.43 | 0.79 | 0.26 | 2.65 | -0.58 | 1.94 | -0.39 | -0.21 | 0.66 | -1.09 | -1.43 |
| Standard Deviation(%) | NA | 40.24 | 24.20 | 19.44 | 15.73 | NA | NA | … | … | NA | 40.18 | 6.84 | 9.37 | 6.32 | 10.26 | 9.56 | 6.92 | 10.38 | 6.41 | 16.89 | 20.77 | 25.46 | 36.34 | 24.16 |
| Draw Down(%) | NA | 45.21 | 45.21 | 45.21 | 45.21 | NA | NA | … | … | 0.00 | 45.21 | 2.96 | 14.36 | 4.28 | 9.48 | 10.20 | 3.76 | 16.50 | 5.01 | 16.83 | 14.20 | 27.39 | 43.74 | 7.94 |
| Yield(%) | 0.00 | 3.54 | 4.20 | 5.90 | 4.60 | 2.05 | 1.54 | … | … | 0.00 | 3.62 | 5.19 | 3.97 | 4.38 | 12.30 | 13.73 | 1.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 0.86 |
Data as of 01/19/2021, Common starting date is 11/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREFX (REMS REAL ESTATE INCOME 50/50 FUND PLATFORM SHARES) |
-11.82%
Dec 2007 – Dec 2010 |
-6.34%
Dec 2007 – Dec 2012 |
-1.19%
Apr 2008 – Apr 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREFX (REMS REAL ESTATE INCOME 50/50 FUND PLATFORM SHARES) |
11.80%
Feb 2009 – Feb 2012 |
8.18%
Sep 2011 – Sep 2016 |
6.72%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart