Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XRIFX (RMR Real Estate Income Fund) | NA | -12.86% | 3.79% | 0.61% | 12.14% | 3.83% | NA | … | … |
Data as of 03/09/2021, Common starting date is 01/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XRIFX (RMR Real Estate Income Fund) | 01/07/2004 | 03/09/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | -12.86 | 3.79 | 0.61 | 12.14 | 3.83 | NA | … | … | 0.00 | -19.93 | 28.62 | -16.41 | -8.85 | 8.54 | -6.52 | 27.38 | -5.32 | 19.40 | 1.47 | 32.10 | 626.60 | -70.44 | -35.59 | 26.36 | -5.50 | 15.91 |
| Sharpe Ratio | NA | -0.17 | 0.06 | -0.01 | 0.31 | NA | NA | … | … | 0.00 | -0.25 | 0.36 | -1.86 | -2.21 | -1.36 | -1.50 | 0.81 | -1.55 | 0.08 | -0.69 | 0.74 | 3.48 | -1.01 | -2.23 | 0.32 | -1.60 | -0.18 |
| Standard Deviation(%) | NA | 80.63 | 48.06 | 38.36 | 37.87 | NA | NA | … | … | 9.21 | 81.27 | 14.76 | 20.43 | 12.78 | 18.77 | 16.71 | 10.96 | 15.36 | 10.81 | 24.82 | 18.34 | 174.59 | 89.12 | 25.89 | 12.54 | 16.62 | 20.30 |
| Draw Down(%) | NA | 61.16 | 66.30 | 66.30 | 66.30 | NA | NA | … | … | 1.36 | 66.30 | 7.19 | 22.51 | 14.47 | 16.63 | 20.79 | 8.13 | 22.28 | 8.29 | 22.94 | 12.33 | 55.53 | 82.41 | 40.79 | 10.34 | 14.42 | 21.25 |
| Yield(%) | 0.00 | 2.72 | 5.39 | 4.10 | 4.22 | 6.29 | 5.67 | … | … | 0.00 | 2.57 | 6.91 | 5.68 | 5.90 | 0.00 | 0.00 | 6.68 | 6.19 | 1.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/09/2021, Common starting date is 01/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRIFX (RMR Real Estate Income Fund) |
-48.97%
Feb 2006 – Feb 2009 |
-31.47%
Feb 2004 – Feb 2009 |
4.30%
Nov 2006 – Nov 2016 |
2.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XRIFX (RMR Real Estate Income Fund) |
110.59%
Feb 2009 – Feb 2012 |
63.00%
Feb 2009 – Feb 2014 |
30.62%
Feb 2009 – Feb 2019 |
6.63%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart