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Global Real Estate: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Global Real Estate funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Global Real Estate -6.20 6.56 -5.93 -8.94 15.76 -6.61
Alpine Emerging Markets Real Estate A AEAMX -12.12 6.25 -14.33 --- --- ---
Alpine Emerging Markets Real Estate A LW AEAMX.LW -12.12 6.25 -14.33 --- --- ---
AllianceBern Glbl Rel Est Invmt I AEEIX -6.23 5.48 -6.71 -9.05 17.40 -5.35
Alpine Emerging Markets Rel Est Instl AEMEX -12.11 6.32 -14.32 -18.66 10.94 ---
Invesco Global Real Estate A AGREX -5.56 5.72 -5.06 -6.94 16.28 -5.66
Invesco Global Real Estate A LW AGREX.LW -5.56 5.72 -5.06 -6.94 16.28 -5.66
Cohen & Steers Emerging Mkts Rel Est A APFAX -13.00 3.37 -16.46 -17.37 9.73 -8.08
Cohen & Steers Emerging Mkts Rel Es A LW APFAX.LW -13.00 3.37 -16.46 -17.37 9.73 -8.08
Cohen & Steers Emerging Mkts Rel Est C APFCX -12.99 3.11 -16.57 -17.88 9.07 -8.66
Cohen & Steers Emerging Mkts Rel Est I APFIX -12.84 3.50 -16.38 -17.07 10.14 -7.75
AllianceBern Glbl Rel Est Invmt A AREAX -6.30 5.26 -6.77 -9.41 16.89 -5.77
AllianceBern Glbl Rel Est Invmt A LW AREAX.LW -6.30 5.26 -6.77 -9.41 16.89 -5.77
AllianceBern Glbl Rel Est Invmt B AREBX -6.33 5.06 -6.90 -10.11 15.94 -6.55
AllianceBern Glbl Rel Est Invmt C ARECX -6.28 5.01 -6.92 -10.02 16.05 -6.45
Invesco Global Real Estate Y ARGYX -5.55 5.78 -5.00 -6.69 16.55 ---
AllianceBern Global Real Estate Instl ARIIX -6.27 5.66 -6.51 -8.29 17.88 -4.61
AllianceBern Glbl Rel Est Invmt K ARRKX -6.25 5.39 -6.73 -9.37 17.04 -5.66
AllianceBern Glbl Rel Est Invmt R ARRRX -6.27 5.21 -6.83 -9.60 16.67 -5.96
AllianceBern Glbl Rel Est Invmt Adv ARSYX -6.25 5.49 -6.65 -9.10 17.25 -5.49
American Century Global Real Estate A ARYMX -5.26 6.12 -5.16 -6.15 --- ---
American Century Global Real Estate A LW ARYMX.LW -5.26 6.12 -5.16 -6.15 --- ---
American Century Global Real Estate Inst ARYNX -5.15 6.36 -4.96 -5.61 --- ---
American Century Global Real Estate C ARYTX -5.26 5.88 -5.26 -6.71 --- ---
American Century Global Real Estate Inv ARYVX -5.26 6.12 -5.16 -5.91 --- ---
American Century Global Real Estate R ARYWX -5.26 6.00 -5.26 -6.29 --- ---
Invesco Global Real Estate Income A ASRAX -2.78 4.47 -0.79 1.31 19.44 0.73
Invesco Global Real Estate Income A LW ASRAX.LW -2.78 4.47 -0.79 1.31 19.44 0.73
Invesco Global Real Estate Income C ASRCX -2.67 4.28 -0.86 0.65 18.57 0.00
Invesco Global Real Estate Income I ASRIX -2.56 4.82 -0.59 1.82 20.02 1.19
Invesco Global Real Estate Income Y ASRYX -2.68 4.67 -0.61 1.56 19.79 ---
Invesco Global Real Estate B BGREX -5.56 5.42 -5.16 -7.58 15.43 -6.36
Brookfield Global Listed Real Estate I BLRIX -5.57 6.59 -5.49 --- --- ---
Brookfield Global Listed Real Estate Y BLRYX -5.48 6.69 -5.40 --- --- ---
Invesco Global Real Estate C CGREX -5.56 5.42 -5.25 -7.66 15.43 -6.36
Cohen & Steers Global Realty A CSFAX -6.15 4.21 -6.20 -10.59 15.70 -6.06
Cohen & Steers Global Realty A LW CSFAX.LW -6.15 4.21 -6.20 -10.59 15.70 -6.06
Cohen & Steers Global Realty B CSFBX -6.22 3.94 -6.36 -11.18 14.95 -6.67
Cohen & Steers Global Realty C CSFCX -6.20 3.96 -6.34 -11.16 14.96 -6.67
Cohen & Steers Global Realty I CSSPX -6.12 4.33 -6.12 -10.28 16.09 -5.75
DFA Global Real Estate Securities DFGEX -3.70 6.53 -1.42 -1.26 24.70 ---
DFA International Real Estate Sec I DFITX -4.28 7.31 -1.88 -8.15 18.95 -8.21
Dreyfus Global Real Estate Sec C DGBCX -5.42 5.77 -4.67 -6.31 16.76 ---
Delaware Pooled Glbl Real Estate Sec Org DGROX -5.04 6.45 -4.17 -4.39 18.13 -4.86
Delaware Pooled Glbl Real Estate Sec P DGRPX -5.05 6.25 -4.18 -4.66 17.88 -5.11
Delaware Global Real Estate A DLRAX -4.80 6.14 -4.11 -4.64 16.56 ---
Delaware Global Real Estate A LW DLRAX.LW -4.80 6.14 -4.11 -4.64 16.56 ---
Delaware Global Real Estate C DLRCX -4.81 5.95 -4.30 -5.42 --- ---
Delaware Global Real Estate I DLRIX -4.80 6.14 -4.11 -4.55 16.71 ---
Delaware Global Real Estate R DLRRX -4.80 6.15 -4.12 -4.89 --- ---
Dreyfus Global Real Estate Sec A DRLAX -5.48 5.99 -4.61 -5.71 17.53 -4.52
Dreyfus Global Real Estate Sec A LW DRLAX.LW -5.48 5.99 -4.61 -5.71 17.53 -4.52
Dreyfus Global Real Estate Sec I DRLIX -5.41 6.22 -4.53 -5.28 18.11 -4.15
Alpine Intl Real Estate Equity A EGALX -11.53 4.52 -14.40 --- --- ---
Alpine Intl Real Estate Equity A LW EGALX.LW -11.53 4.52 -14.40 --- --- ---
Alpine Int Real Estate Equity Instl EGLRX -11.56 4.58 -14.39 -27.00 10.24 -13.74
E.I.I. Global Property Institutional EIIGX -5.06 7.75 -4.49 -5.94 18.65 -4.60
E.I.I. International Property Instl EIIPX -6.74 9.87 -8.07 -15.56 12.37 -7.37
Alpine Cyclical Advantage Property Instl EUEYX -8.34 7.57 -9.33 -15.31 12.62 -12.14
Franklin Global Real Estate C FCGRX -5.17 5.77 -4.49 -6.49 16.76 -7.86
Forward International Real Estate Inv FFIRX -3.23 25.25 3.80 -0.95 --- ---
Franklin Global Real Estate A FGRRX -4.99 6.04 -4.17 -5.83 17.62 -7.21
Franklin Global Real Estate A LW FGRRX.LW -4.99 6.04 -4.17 -5.83 17.62 -7.21
Forward International Real Estate M FINMX -3.17 25.51 3.88 -0.47 --- ---
Fidelity Advisor Intl Real Estate A FIRAX -7.24 7.68 -8.16 -16.47 8.86 -10.84
Fidelity Advisor Intl Real Estate A LW FIRAX.LW -7.24 7.68 -8.16 -16.47 8.86 -10.84
Fidelity Advisor Intl Real Estate B FIRBX -7.22 7.48 -8.26 -17.04 8.07 -11.50
Fidelity Advisor Intl Real Estate C FIRCX -7.12 7.50 -8.17 -16.94 8.10 -11.49
Fidelity International Real Estate FIREX -7.06 7.91 -7.98 -16.18 9.18 -10.60
Fidelity Advisor Intl Real Estate I FIRIX -7.08 7.94 -8.00 -16.18 9.16 -10.60
Fidelity Advisor Intl Real Estate T FIRTX -7.15 7.71 -8.07 -16.62 8.61 -11.06
Fidelity Series Real Estate Equity FREDX -4.01 5.89 -1.52 --- --- ---
Fidelity Series Real Estate Equity F FREFX -4.01 6.01 -1.41 --- --- ---
Fidelity Series Real Estate Income FSREX 0.00 5.69 1.52 --- --- ---
Fidelity Series Real Estate Income F FSRWX 0.00 5.72 1.55 --- --- ---
Franklin Global Real Estate Adv FVGRX -4.96 6.18 -4.15 -5.53 17.97 -6.92
Goldman Sachs Intl Real Estate Sec A GIRAX -6.46 8.50 -7.27 -14.38 10.35 -10.93
Goldman Sachs Intl Real Estate Sec A LW GIRAX.LW -6.46 8.50 -7.27 -14.38 10.35 -10.93
Goldman Sachs Intl Real Estate Sec C GIRCX -6.62 8.28 -7.43 -15.07 9.52 -11.56
Goldman Sachs Intl Real Estate Sec I GIRIX -6.57 8.68 -7.23 -14.06 10.68 -10.83
Goldman Sachs Intl Real Estate Sec IR GIRTX -6.48 8.54 -7.13 -14.28 10.63 ---
Cohen & Steers Instl Global Realty GRSIX -6.13 4.27 -6.13 -10.21 16.08 -5.29
ING Clarion Global Real Estate Port Adv ICRNX -6.04 4.44 -5.85 -7.21 16.62 -4.56
ING Global Real Estate O IDGTX -6.08 4.56 -5.92 -7.03 16.48 -4.53
Morgan Stanley Inst Intl Real Estate P IERBX -8.20 7.03 -9.68 -16.33 9.89 -11.47
ING Global Real Estate R IGARX -6.08 4.00 -6.37 --- --- ---
ING Global Real Estate B IGBAX -6.20 4.21 -6.09 -7.74 15.59 -5.24
ING Global Real Estate C IGCAX -6.11 4.26 -6.03 -7.68 15.63 -5.23
ING Global Real Estate A IGLAX -6.08 4.56 -5.92 -7.03 16.49 -4.52
ING Global Real Estate A Load Waived IGLAX.LW -6.08 4.56 -5.92 -7.03 16.49 -4.52
ING Global Real Estate I IGLIX -6.02 4.70 -5.78 -6.70 16.89 -4.16
Invesco Global Real Estate Instl IGREX -5.47 5.89 -4.91 -6.31 16.91 -5.15
ING International Real Estate A IIRAX -7.95 4.15 -9.21 -14.63 10.01 -8.03
ING International Real Estate A LW IIRAX.LW -7.95 4.15 -9.21 -14.63 10.01 -8.03
ING International Real Estate B IIRBX -7.97 3.82 -9.29 -15.25 9.16 -8.70
ING International Real Estate C IIRCX -8.09 3.82 -9.30 -15.26 9.20 -8.72
ING International Real Estate I IIRIX -7.94 4.22 -9.01 -14.29 10.34 -7.75
ING International Real Estate W IIRWX -7.92 4.19 -9.12 -14.43 10.43 ---
Cohen & Steers International Realty A IRFAX -7.67 3.23 -9.21 -15.83 9.33 -9.37
Cohen & Steers International Realty A LW IRFAX.LW -7.67 3.23 -9.21 -15.83 9.33 -9.37
Cohen & Steers International Realty C IRFCX -7.65 3.03 -9.30 -16.29 8.63 -9.94
Cohen & Steers International Realty I IRFIX -7.62 3.44 -9.06 -15.49 9.71 -9.04
ING Clarion Global Real Estate Port I IRGIX -6.02 4.82 -5.74 -6.62 17.44 -3.92
ING Clarion Global Real Estate Port S2 IRGSX -6.04 4.59 -5.85 -7.01 16.97 -4.33
ING Clarion Global Real Estate Port S IRGTX -6.06 4.61 -5.87 -6.89 17.10 -4.19
ING Global Real Estate W IRGWX -6.07 4.61 -5.85 -6.83 16.76 ---
James Alpha Global Real Estate Invsmts C JACRX -5.93 --- -4.52 --- --- ---
James Alpha Global Real Estate Invsmts A JAREX -5.88 5.79 -4.40 -6.86 --- ---
James Alpha Global Real Estate Invs A LW JAREX.LW -5.88 5.79 -4.40 -6.86 --- ---
James Alpha Global Real Estate Invsmts I JARIX -5.88 5.85 -4.39 --- --- ---
Janus Global Real Estate A JERAX -6.32 8.18 -5.39 -10.25 16.64 ---
Janus Global Real Estate A Load Waived JERAX.LW -6.32 8.18 -5.39 -10.25 16.64 ---
Janus Global Real Estate C JERCX -6.34 7.93 -5.51 -10.90 16.07 ---
Janus Global Real Estate I JERIX -6.29 8.27 -5.26 -9.92 16.91 ---
Janus Global Real Estate S JERSX -6.31 8.17 -5.38 -10.36 16.58 ---
Janus Global Real Estate T JERTX -6.28 8.25 -5.25 -9.97 --- ---
JHFunds2 Global Real Estate NAV JHAMX -5.11 6.02 -4.60 -7.24 15.94 -6.21
JPMorgan International Realty R5 JILRX -7.98 5.63 -8.92 -15.25 11.03 -8.95
JPMorgan International Realty A JIRAX -8.14 5.39 -9.18 -15.72 10.49 -9.39
JPMorgan International Realty A LW JIRAX.LW -8.14 5.39 -9.18 -15.72 10.49 -9.39
JPMorgan International Realty C JIRCX -8.13 5.33 -9.18 -16.11 9.96 -9.82
JPMorgan International Realty Select JIRSX -8.02 5.52 -9.06 -15.55 10.77 -9.16
Janus Global Real Estate D JNGSX -6.28 8.25 -5.25 -10.01 --- ---
Forward International Real Estate A KIRAX -3.23 25.33 3.87 -0.83 19.35 -5.65
Forward International Real Estate A LW KIRAX.LW -3.23 25.33 3.87 -0.83 19.35 -5.65
Forward International Real Estate C KIRCX -3.29 24.94 3.66 -1.56 18.44 -6.37
Forward International Real Estate Instl KIRYX -3.17 25.51 3.88 -0.48 19.64 -5.41
Lazard International Realty Eq Instl LITIX -7.77 9.11 -8.72 --- --- ---
Lazard International Realty Eq Open LITOX -7.78 9.04 -8.80 -14.71 10.05 ---
MFS Global Real Estate A MGLAX -5.60 5.34 -5.60 -7.84 17.12 ---
MFS Global Real Estate A Load Waived MGLAX.LW -5.60 5.34 -5.60 -7.84 17.12 ---
MFS Global Real Estate I MGLIX -5.66 5.34 -5.59 -7.64 17.38 ---
Morgan Stanley Inst Glbl Real Estate L MGRLX -6.00 6.68 -6.33 -8.98 16.23 ---
Morgan Stanley Inst Glbl Real Estate I MRLAX -6.00 6.95 -6.10 -8.30 17.11 -4.80
Morgan Stanley Inst Glbl Real Estate P MRLBX -5.92 6.99 -6.13 -8.53 16.87 -5.02
Morgan Stanley Inst Intl Real Estate L MSOLX --- --- --- --- --- ---
Morgan Stanley Inst Glbl Real Estate H MSRHX -5.93 6.87 -6.14 -8.54 16.90 ---
Morgan Stanley Inst Intl Real Estate H MSTHX --- --- --- --- --- ---
Morgan Stanley Inst Intl Real Estate I MSUAX -8.13 7.09 -9.61 -16.11 10.19 -11.26
Northern Global Real Estate Index NGREX -6.12 5.99 -6.17 -7.97 17.16 -6.25
Northern Multi-Manager Glbl Real Estate NMMGX -5.64 6.10 -5.64 -7.31 17.32 ---
T. Rowe Price Global Real Estate Adv PAGEX -5.13 7.04 -4.26 -4.02 20.06 ---
Principal Global Real Estate Sec A POSAX -4.90 6.38 -3.97 -6.50 19.26 ---
Principal Global Real Estate Sec A LW POSAX.LW -4.90 6.38 -3.97 -6.50 19.26 ---
Principal Global Real Estate Sec C POSCX -4.99 6.05 -4.17 -7.21 18.32 ---
Principal Global Real Estate Sec Inst POSIX -4.91 6.48 -3.80 -6.10 21.51 ---
Principal Global Real Estate Sec P POSPX -4.91 6.44 -3.83 -6.13 --- ---
PACE Global Real Estate Securities A PREAX -6.04 5.84 -5.23 -6.98 16.51 -7.91
PACE Global Real Estate Securities A LW PREAX.LW -6.04 5.84 -5.23 -6.98 16.51 -7.91
PACE Global Real Estate Securities C PREEX -6.08 5.66 -5.25 -7.65 15.68 -8.63
PACE Global Real Estate Securities P PREQX -6.03 6.03 -5.22 -6.79 16.80 -7.69
PACE Global Real Estate Securities Y PREYX -6.01 6.21 -5.03 -6.61 16.95 ---
Prudential International Real Estate A PUEAX -7.07 5.82 -8.37 -13.89 --- ---
Prudential International Real Estat A LW PUEAX.LW -7.07 5.82 -8.37 -13.89 --- ---
Prudential International Real Estate B PUEBX -7.11 5.60 -8.41 -14.99 --- ---
Prudential International Real Estate C PUECX -7.02 5.74 -8.62 -14.54 --- ---
Prudential International Real Estate Z PUEZX -7.00 5.99 -8.21 -14.11 --- ---
Prudential Global Real Estate A PURAX -5.74 5.71 -5.24 -5.75 18.47 -4.18
Prudential Global Real Estate A LW PURAX.LW -5.74 5.71 -5.24 -5.75 18.47 -4.18
Prudential Global Real Estate B PURBX -5.84 5.33 -5.45 -6.44 17.63 -4.87
Prudential Global Real Estate C PURCX -5.84 5.39 -5.45 -6.44 17.66 -4.87
Prudential Global Real Estate R PURRX -5.74 5.61 -5.28 -5.94 18.25 ---
Prudential Global Real Estate Z PURZX -5.77 5.75 -5.21 -5.50 18.84 -3.91
Virtus Intl Real Estate Securities A PXRAX -4.83 9.37 -2.89 -10.20 19.43 ---
Virtus Intl Real Estate Securities A LW PXRAX.LW -4.83 9.37 -2.89 -10.20 19.43 ---
Virtus Intl Real Estate Securities C PXRCX -4.85 9.00 -3.07 -10.86 18.56 ---
Virtus Intl Real Estate Securities I PXRIX -4.83 9.37 -2.89 -9.96 19.72 ---
Invesco Global Real Estate R RGREX -5.56 5.65 -5.12 -7.18 15.99 -5.90
Russell Global Real Estate Secs A RREAX -5.82 5.39 -5.36 -7.93 18.79 -3.49
Russell Global Real Estate Secs A LW RREAX.LW -5.82 5.39 -5.36 -7.93 18.79 -3.49
Russell Global Real Estate Secs E RREEX -5.81 5.42 -5.36 -7.93 18.79 -3.52
Russell Global Real Estate Secs S RRESX -5.78 5.53 -5.28 -7.70 19.08 -3.26
Russell Global Real Estate Secs Y RREYX -5.78 5.60 -5.24 -7.53 19.29 ---
DWS RREEF Global Real Estate Secs A RRGAX -5.23 5.85 -4.59 -7.74 16.47 -6.68
DWS RREEF Global Real Estate Secs A LW RRGAX.LW -5.23 5.85 -4.59 -7.74 16.47 -6.68
DWS RREEF Global Real Estate Secs C RRGCX -5.35 5.52 -4.72 -8.42 15.56 -7.48
DWS RREEF Global Real Estate Secs I RRGIX -5.23 6.01 -4.47 -7.48 16.92 -6.32
DWS RREEF Global Real Estate Secs S RRGTX -5.22 5.99 -4.45 -7.23 16.75 -6.44
Russell Global Real Estate Secs C RRSCX -5.87 5.10 -5.52 -8.65 17.90 -4.23
Invesco Global Real Estate Income B SARBX -2.67 4.28 -0.86 0.65 18.57 0.00
Schwab Global Real Estate SWASX -5.65 5.76 -5.34 -8.70 17.29 ---
Third Avenue Real Estate Value Instl TAREX -5.89 11.67 -5.07 -6.98 15.12 -5.34
Touchstone Global Real Estate A TGAAX -6.57 3.80 -6.65 -8.03 --- ---
Touchstone Global Real Estate A LW TGAAX.LW -6.57 3.80 -6.65 -8.03 --- ---
Touchstone Global Real Estate C TGACX -6.56 3.48 -6.73 -8.69 --- ---
Touchstone Global Real Estate Inst TRFIX -6.62 3.83 -6.62 -7.70 --- ---
Touchstone Global Real Estate Y TRFYX -6.60 3.87 -6.60 -7.89 --- ---
T. Rowe Price Global Real Estate TRGRX -5.17 7.00 -4.30 -3.99 20.18 ---
Transamerica Global Real Estate Secs I2 TRSIX -5.90 4.93 -5.31 -7.09 17.17 -4.13
Third Avenue Real Estate Value Investor TVRVX -5.91 11.61 -5.12 -7.19 --- ---
Virtus Global Real Estate Securities I VGISX -3.99 7.41 -1.68 -2.05 24.82 ---
VALIC Company I Global Real Estate VGREX -5.54 7.01 -4.56 -7.59 17.29 ---
Vanguard Global ex-US Rel Est Idx Signal VGRLX -7.25 7.15 -7.51 -12.30 --- ---
Vanguard Global ex-US Rel Est Idx Instl VGRNX -7.23 7.19 -7.49 -12.25 --- ---
Virtus Global Real Estate Securities A VGSAX -4.05 7.27 -1.79 -2.38 24.43 ---
Virtus Global Real Estate Securitie A LW VGSAX.LW -4.05 7.27 -1.79 -2.38 24.43 ---
Virtus Global Real Estate Securities C VGSCX -4.09 7.00 -1.94 -3.05 23.54 ---
Vanguard Global ex-US Rel Est Idx Inv VGXRX -7.25 7.14 -7.54 -12.41 --- ---
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