Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RREYX (GLOBAL REAL ESTATE SECURITIES FUND CLASS Y) | 6.70% | 10.04% | 8.52% | 0.06% | 3.45% | 4.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RREYX (GLOBAL REAL ESTATE SECURITIES FUND CLASS Y) | 10/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | 10.04 | 8.52 | 0.06 | 3.45 | 4.66 | NA | … | … | 6.70 | 6.29 | 1.32 | 10.46 | -26.83 | 23.61 | -5.34 | 21.92 | -5.81 | 11.71 | 3.03 | 0.13 | 14.92 | 3.39 | 28.01 | -7.27 | 22.95 | 30.11 | -32.00 |
| Sharpe Ratio | NA | 0.75 | 0.45 | -0.12 | 0.11 | NA | NA | … | … | 1.30 | 0.24 | -0.16 | 0.40 | -1.34 | 1.84 | -0.16 | 2.16 | -0.61 | 0.88 | 0.19 | 0.01 | 1.70 | 0.25 | 2.20 | -0.29 | 0.89 | 0.49 | -0.66 |
| Standard Deviation(%) | NA | 11.62 | 14.53 | 16.19 | 17.63 | NA | NA | … | … | 13.40 | 14.30 | 13.97 | 17.00 | 21.24 | 12.78 | 35.09 | 9.48 | 11.77 | 12.58 | 14.84 | 13.94 | 8.74 | 13.19 | 12.80 | 25.58 | 25.63 | 61.82 | 120.24 |
| Draw Down(%) | NA | 10.34 | 18.33 | 34.71 | 39.43 | NA | NA | … | … | 10.34 | 12.57 | 12.55 | 19.70 | 34.40 | 7.25 | 39.43 | 4.62 | 10.66 | 7.32 | 12.37 | 13.87 | 7.85 | 15.46 | 9.57 | 23.88 | 16.20 | 39.65 | 53.17 |
| Yield(%) | 0.00 | 2.58 | 2.84 | 2.49 | 4.26 | 5.22 | 4.41 | … | … | 0.00 | 3.71 | 3.07 | 2.48 | 1.90 | 4.77 | 1.55 | 8.48 | 4.56 | 8.38 | 10.77 | 7.07 | 9.55 | 10.50 | 7.30 | 2.18 | 2.57 | 4.20 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREYX (GLOBAL REAL ESTATE SECURITIES FUND CLASS Y) |
-6.57%
Oct 2019 – Oct 2022 |
-1.19%
Oct 2018 – Oct 2023 |
1.54%
Oct 2013 – Oct 2023 |
4.46%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RREYX (GLOBAL REAL ESTATE SECURITIES FUND CLASS Y) |
34.83%
Feb 2009 – Feb 2012 |
24.86%
Feb 2009 – Feb 2014 |
15.02%
Feb 2009 – Feb 2019 |
9.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart