Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRREX (T. ROWE PRICE REAL ESTATE FUND INC. T. ROWE PRICE REAL ESTATE FUND INC.) | 11.01% | 15.26% | 10.57% | 3.65% | 4.52% | 6.49% | 5.39% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRREX (T. ROWE PRICE REAL ESTATE FUND INC. T. ROWE PRICE REAL ESTATE FUND INC.) | 12/26/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 15.26 | 10.57 | 3.65 | 4.52 | 6.49 | 5.39 | … | … | 11.01 | -6.26 | 3.55 | 13.00 | -26.08 | 47.34 | -11.42 | 22.20 | -9.07 | 3.48 | 6.05 | 4.77 | 29.76 | 3.29 | 17.02 | 7.31 | 29.89 | 31.57 | -39.24 | -18.80 | 36.75 | 14.54 | 36.82 | 34.84 | 5.38 | 8.87 | 31.92 | -1.23 | -14.86 | 2.58 |
| Sharpe Ratio | NA | 0.86 | 0.47 | 0.08 | 0.13 | NA | NA | … | … | 1.74 | -0.49 | 0.00 | 0.48 | -1.12 | 2.98 | -0.26 | 1.69 | -0.64 | 0.27 | 0.37 | 0.28 | 2.77 | 0.23 | 1.29 | 0.26 | 1.09 | 0.51 | -0.57 | -0.89 | 2.35 | 0.79 | 2.06 | 2.99 | 0.29 | 0.61 | 2.48 | -0.44 | -1.21 | 83.01 |
| Standard Deviation(%) | NA | 13.72 | 16.82 | 18.92 | 21.44 | NA | NA | … | … | 14.10 | 17.94 | 15.87 | 19.79 | 24.73 | 15.90 | 45.10 | 12.30 | 16.41 | 10.61 | 15.63 | 16.82 | 10.75 | 14.46 | 13.22 | 28.10 | 27.37 | 62.28 | 70.02 | 24.65 | 14.23 | 15.50 | 17.39 | 11.42 | 14.38 | 10.70 | 11.15 | 10.41 | 15.08 | 9.02 |
| Draw Down(%) | NA | 8.53 | 18.10 | 33.20 | 42.28 | NA | NA | … | … | 8.53 | 15.96 | 11.72 | 19.79 | 32.17 | 6.07 | 42.28 | 5.06 | 14.64 | 6.33 | 13.60 | 15.07 | 7.04 | 15.44 | 9.31 | 22.73 | 18.50 | 44.11 | 63.89 | 29.43 | 9.02 | 11.02 | 16.70 | 6.46 | 17.28 | 12.56 | 7.61 | 18.52 | 24.30 | 0.00 |
| Yield(%) | 0.00 | 10.13 | 10.15 | 10.02 | 8.50 | 9.25 | 7.03 | … | … | 0.00 | 10.72 | 8.87 | 11.77 | 15.28 | 20.26 | 26.37 | 18.76 | 4.95 | 2.73 | 2.40 | 2.28 | 2.83 | 2.30 | 2.49 | 2.25 | 3.05 | 5.06 | 3.89 | 5.96 | 6.14 | 5.31 | 4.91 | 5.53 | 4.66 | 5.24 | 5.86 | 5.13 | 4.13 | 0.86 |
Data as of 06/04/2026, Common starting date is 12/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRREX (T. ROWE PRICE REAL ESTATE FUND INC. T. ROWE PRICE REAL ESTATE FUND INC.) |
-27.10%
Mar 2006 – Mar 2009 |
-8.86%
Mar 2004 – Mar 2009 |
3.30%
Jan 2015 – Jan 2025 |
3.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRREX (T. ROWE PRICE REAL ESTATE FUND INC. T. ROWE PRICE REAL ESTATE FUND INC.) |
45.73%
Mar 2009 – Mar 2012 |
30.21%
Feb 2009 – Feb 2014 |
18.10%
Feb 2009 – Feb 2019 |
13.35%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart