Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVREX (Select Value Real Estate Securities Fund) | NA | -42.38% | NA | NA | NA | NA | NA | … | … |
Data as of 12/24/2018, Common starting date is 10/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVREX (Select Value Real Estate Securities Fund) | 10/31/2017 | 12/24/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.38 | NA | NA | NA | NA | NA | … | … | -43.53 | 0.20 |
| Sharpe Ratio | NA | -0.97 | NA | NA | NA | NA | NA | … | … | -0.99 | 0.07 |
| Standard Deviation(%) | NA | 45.69 | NA | NA | NA | NA | NA | … | … | 46.05 | 4.92 |
| Draw Down(%) | NA | 45.43 | NA | NA | NA | NA | NA | … | … | 45.43 | 1.68 |
| Yield(%) | 0.00 | 3.02 | 1.01 | 0.60 | 0.30 | 0.20 | 0.15 | … | … | 3.00 | 0.00 |
Data as of 12/24/2018, Common starting date is 10/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVREX (Select Value Real Estate Securities Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVREX (Select Value Real Estate Securities Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart