Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PREJX (REAL ESTATE SECURITIES FUND CLASS J) | 13.84% | 10.92% | 9.81% | 2.17% | 6.10% | 8.06% | 6.72% | … | … |
Data as of 06/10/2026, Common starting date is 12/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREJX (REAL ESTATE SECURITIES FUND CLASS J) | 12/20/2001 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | 10.92 | 9.81 | 2.17 | 6.10 | 8.06 | 6.72 | … | … | 13.84 | 0.99 | 5.24 | 12.97 | -26.15 | 35.87 | -3.84 | 30.84 | -4.59 | 8.85 | 5.60 | 3.96 | 31.89 | 3.93 | 16.61 | 8.73 | 24.68 | 27.14 | -32.98 | -17.23 | 35.58 | 14.63 | 32.77 | 37.00 | 6.87 | 1.66 |
| Sharpe Ratio | NA | 0.69 | 0.42 | 0.01 | 0.22 | NA | NA | … | … | 2.21 | -0.12 | 0.10 | 0.48 | -1.14 | 2.32 | -0.11 | 2.40 | -0.38 | 0.86 | 0.33 | 0.22 | 2.81 | 0.25 | 1.21 | 0.30 | 0.88 | 0.43 | -0.49 | -0.78 | 2.11 | 0.79 | 1.80 | 3.19 | 0.40 | 22.43 |
| Standard Deviation(%) | NA | 12.99 | 16.20 | 18.45 | 19.77 | NA | NA | … | … | 14.07 | 16.29 | 15.46 | 19.70 | 24.34 | 15.43 | 38.36 | 12.26 | 15.79 | 9.53 | 16.53 | 17.59 | 11.35 | 15.67 | 13.84 | 29.45 | 28.01 | 62.46 | 69.42 | 26.07 | 15.32 | 15.70 | 17.63 | 11.39 | 14.30 | 4.39 |
| Draw Down(%) | NA | 7.44 | 15.77 | 31.88 | 41.23 | NA | NA | … | … | 7.44 | 13.58 | 11.10 | 18.91 | 30.79 | 7.36 | 41.23 | 5.28 | 13.13 | 5.56 | 14.53 | 16.23 | 7.20 | 16.60 | 9.53 | 23.04 | 17.48 | 39.33 | 58.32 | 29.00 | 9.36 | 11.29 | 20.06 | 6.20 | 15.73 | 0.09 |
| Yield(%) | 0.00 | 2.37 | 3.31 | 2.37 | 3.37 | 5.18 | 4.76 | … | … | 0.53 | 2.53 | 4.12 | 2.79 | 1.73 | 2.34 | 2.12 | 3.77 | 3.76 | 3.72 | 4.43 | 6.57 | 2.67 | 16.01 | 0.95 | 0.47 | 1.94 | 2.33 | 1.83 | 22.39 | 10.39 | 4.84 | 8.55 | 3.44 | 2.18 | 2.72 |
Data as of 06/10/2026, Common starting date is 12/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREJX (REAL ESTATE SECURITIES FUND CLASS J) |
-22.95%
Mar 2006 – Mar 2009 |
-6.52%
Mar 2004 – Mar 2009 |
4.35%
Jan 2007 – Jan 2017 |
5.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREJX (REAL ESTATE SECURITIES FUND CLASS J) |
39.11%
Mar 2009 – Mar 2012 |
27.53%
Feb 2009 – Feb 2014 |
18.09%
Feb 2009 – Feb 2019 |
13.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart