Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEERX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R6) | NA | 7.72% | 4.79% | 7.57% | NA | NA | NA | … | … |
Data as of 12/28/2017, Common starting date is 09/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEERX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R6) | 09/29/2011 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.72 | 4.79 | 7.57 | NA | NA | NA | … | … | 6.06 | 4.22 | 4.88 | 22.14 | 0.97 | 13.71 | 6.40 |
| Sharpe Ratio | NA | 1.04 | 0.45 | 0.78 | NA | NA | NA | … | … | 0.81 | 0.35 | 0.43 | 3.46 | 0.10 | 1.61 | 1.17 |
| Standard Deviation(%) | NA | 6.84 | 10.13 | 9.42 | NA | NA | NA | … | … | 6.79 | 11.42 | 11.41 | 6.40 | 9.61 | 8.58 | 23.73 |
| Draw Down(%) | NA | 4.26 | 10.59 | 11.58 | NA | NA | NA | … | … | 4.26 | 10.59 | 10.27 | 3.76 | 11.58 | 4.89 | 7.69 |
| Yield(%) | 0.00 | 1.98 | 5.01 | 5.42 | 3.61 | 2.40 | 1.80 | … | … | 1.95 | 7.59 | 5.80 | 5.15 | 4.94 | 4.31 | 0.23 |
Data as of 12/28/2017, Common starting date is 09/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEERX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R6) |
5.04%
Oct 2014 – Oct 2017 |
7.15%
Apr 2012 – Apr 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEERX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS R6) |
12.32%
Nov 2011 – Nov 2014 |
8.92%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart