Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RREIX (REMS REAL ESTATE INCOME 50/50 FUND INSTITUTIONAL SHARES) | NA | -10.88% | 2.37% | 4.10% | 5.72% | 3.07% | 2.41% | … | … |
Data as of 01/19/2021, Common starting date is 04/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RREIX (REMS REAL ESTATE INCOME 50/50 FUND INSTITUTIONAL SHARES) | 04/23/1999 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.88 | 2.37 | 4.10 | 5.72 | 3.07 | 2.41 | … | … | 0.00 | -9.37 | 26.86 | -9.16 | 1.61 | 9.63 | 2.90 | 23.04 | 1.31 | 19.48 | -2.22 | 9.30 | 16.92 | -38.47 | 3.12 | 13.97 | 4.85 | 10.24 | 23.22 | -18.60 | -15.57 | 6.75 | 23.01 |
| Sharpe Ratio | NA | -0.27 | 0.06 | 0.17 | 0.34 | NA | NA | … | … | 0.00 | -0.24 | 3.73 | -1.12 | 0.15 | 0.91 | 0.30 | 3.28 | 0.13 | 3.19 | -0.14 | 0.56 | 0.66 | -1.07 | 0.01 | 1.10 | 0.30 | 0.97 | 1.59 | -0.92 | -1.02 | 0.13 | 1.99 |
| Standard Deviation(%) | NA | 40.41 | 24.26 | 19.52 | 15.70 | NA | NA | … | … | NA | 40.36 | 6.83 | 9.35 | 6.68 | 10.33 | 9.57 | 7.01 | 9.90 | 6.15 | 16.53 | 16.37 | 25.51 | 36.64 | 16.03 | 9.74 | 8.83 | 9.59 | 14.19 | 21.45 | 17.87 | 20.78 | 15.79 |
| Draw Down(%) | NA | 45.22 | 45.22 | 45.22 | 45.22 | NA | NA | … | … | 0.00 | 45.22 | 2.91 | 14.27 | 4.22 | 8.53 | 10.08 | 3.09 | 14.24 | 4.03 | 16.77 | 13.97 | 27.38 | 43.66 | 8.82 | 8.30 | 5.90 | 5.68 | 12.08 | 27.80 | 30.60 | 11.53 | 7.47 |
| Yield(%) | 0.00 | 3.69 | 4.41 | 6.32 | 7.09 | 4.52 | 3.53 | … | … | 0.00 | 3.77 | 5.42 | 4.22 | 4.57 | 13.52 | 14.06 | 5.51 | 7.37 | 6.55 | 4.12 | 13.00 | 0.00 | 0.65 | 1.28 | 0.00 | 1.16 | 0.00 | 0.41 | 0.07 | 4.16 | 0.00 | 0.14 |
Data as of 01/19/2021, Common starting date is 04/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREIX (REMS REAL ESTATE INCOME 50/50 FUND INSTITUTIONAL SHARES) |
-17.45%
Feb 2006 – Feb 2009 |
-8.10%
Feb 2004 – Feb 2009 |
-3.07%
Jun 2000 – Jun 2010 |
1.21%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREIX (REMS REAL ESTATE INCOME 50/50 FUND INSTITUTIONAL SHARES) |
18.81%
Feb 2009 – Feb 2012 |
14.86%
Feb 2009 – Feb 2014 |
10.59%
Feb 2009 – Feb 2019 |
5.58%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart