Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAREX (SA Real Estate Securities) | 11.04% | 10.57% | 9.18% | -0.33% | 3.55% | 3.21% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAREX (SA Real Estate Securities) | 04/05/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.72 | 10.57 | 9.18 | -0.33 | 3.55 | 3.21 | NA | … | … | 11.04 | 0.73 | 4.61 | 10.60 | -29.52 | 30.63 | -7.49 | 26.86 | -3.95 | 4.53 | 7.50 | 10.10 |
| Sharpe Ratio | NA | 0.72 | 0.45 | -0.10 | 0.10 | NA | NA | … | … | 2.25 | -0.13 | 0.06 | 0.35 | -1.23 | 1.88 | -0.18 | 2.05 | -0.33 | 0.36 | 0.43 | 0.04 |
| Standard Deviation(%) | NA | 13.03 | 16.63 | 19.10 | 21.08 | NA | NA | … | … | 14.10 | 16.72 | 15.97 | 20.04 | 25.20 | 16.26 | 42.75 | 12.41 | 16.41 | 10.90 | 17.06 | 18.21 |
| Draw Down(%) | NA | 8.41 | 18.07 | 39.44 | 41.56 | NA | NA | … | … | 8.41 | 14.44 | 11.28 | 21.53 | 32.08 | 7.91 | 41.56 | 6.37 | 12.54 | 6.38 | 15.40 | 10.78 |
| Yield(%) | 0.00 | 3.11 | 3.42 | 1.96 | 2.93 | 2.30 | 1.78 | … | … | 0.00 | 3.17 | 3.24 | 3.27 | 1.29 | 1.13 | 2.32 | 5.33 | 3.68 | 2.93 | 3.85 | 1.88 |
Data as of 06/03/2026, Common starting date is 04/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAREX (SA Real Estate Securities) |
-7.46%
Apr 2021 – Apr 2024 |
-1.36%
Apr 2019 – Apr 2024 |
2.84%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAREX (SA Real Estate Securities) |
15.31%
Dec 2018 – Dec 2021 |
9.63%
Nov 2016 – Nov 2021 |
4.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart