Real Estate: Total Returns

Print
Data through 1/16/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Real Estate -1.03 5.57 1.47 3.76 6.42 7.48
Aberdeen Realty Income & Growth A AIAGX -1.45 5.34 1.87 3.33 6.77 8.39
Aberdeen Realty Income & Growth Instl AIGYX -1.43 5.39 1.98 3.62 7.04 8.67
AAM/Phocas Real Estate A APRAX -1.59 5.66 -0.06 --- --- ---
AAM/Phocas Real Estate I APRIX -1.58 5.70 0.04 2.06 6.30 7.83
American Century Real Estate R6 AREDX -2.01 4.57 1.51 4.44 5.39 7.82
American Century Real Estate A AREEX -2.07 4.50 1.34 3.79 4.74 7.17
American Century Real Estate R AREWX -2.08 4.54 1.28 3.56 4.50 6.91
American Century Real Estate R5 ARREX -2.05 4.53 1.47 4.28 --- ---
American Century Real Estate C ARYCX -2.12 4.50 1.16 3.05 3.97 6.38
American Century Real Estate Y ARYEX -2.04 4.53 1.47 4.44 --- ---
BlackRock Real Estate Securities Inv A BAREX -1.64 5.45 1.68 7.43 7.36 8.75
BlackRock Real Estate Securities Inv C BCREX -1.65 5.39 1.49 6.64 6.60 7.96
BlackRock Real Estate Securities Instl BIREX -1.56 5.44 1.73 7.67 7.69 9.04
Baron Real Estate Retail BREFX 2.00 8.04 -3.73 -16.51 6.89 3.66
Baron Real Estate Institutional BREIX 2.01 8.06 -3.68 -16.29 7.17 3.94
Baron Real Estate R6 BREUX 2.06 8.10 -3.64 -16.24 --- ---
Baron Real Estate Income Retail BRIFX -0.21 6.72 -0.64 -3.14 --- ---
Baron Real Estate Income Institutional BRIIX -0.10 6.70 -0.64 -2.83 --- ---
Baron Real Estate Income R6 BRIUX -0.10 6.81 -0.53 -2.73 --- ---
Brookfield US Listed Real Estate A BRUAX -1.31 5.55 1.66 2.93 5.44 5.36
Brookfield US Listed Real Estate C BRUCX -1.23 5.67 1.65 2.36 4.69 4.64
Brookfield US Listed Real Estate I BRUIX -1.23 5.59 1.76 3.25 5.68 5.64
Brookfield US Listed Real Estate Y BRUYX -1.33 5.57 1.76 3.24 5.74 5.69
Cohen & Steers Real Estate Securities R CIRRX -1.49 5.49 2.31 5.09 7.07 ---
Voya Real Estate A CLARX -1.87 5.29 0.68 1.06 3.61 6.34
Commonwealth Real Estate Securities CNREX 0.99 5.45 -0.89 -8.98 6.85 4.21
Voya Real Estate I CRARX -1.80 5.38 0.88 1.47 4.00 6.64
Voya Real Estate C CRCRX -1.95 5.27 0.55 0.35 2.83 5.46
Columbia Real Estate Equity A CREAX -1.63 5.30 0.21 2.40 4.28 7.07
Columbia Real Estate Equity C CRECX -1.70 5.31 -0.05 1.55 3.48 6.27
Columbia Real Estate Equity Inst CREEX -1.62 5.29 0.20 2.65 4.53 7.34
Cohen & Steers Real Estate Securities F CREFX -1.42 5.54 2.49 5.64 --- ---
Columbia Real Estate Equity Adv CRERX -1.59 5.35 0.27 2.60 4.52 7.34
Columbia Real Estate Equity Inst3 CREYX -1.53 5.33 0.32 2.82 --- ---
Columbia Real Estate Equity Inst2 CRRVX -1.55 5.31 0.31 2.80 4.69 7.48
Columbia Real Estate Equity R CRSRX -1.63 5.31 0.07 2.07 4.00 6.79
Voya Real Estate R CRWRX -1.86 5.42 0.70 0.90 3.37 6.10
Cohen & Steers Real Estate Securities C CSCIX -1.51 5.50 2.27 4.56 6.55 9.28
Cohen & Steers Real Estate Securities I CSDIX -1.49 5.47 2.41 5.49 7.51 10.28
Cohen & Steers Real Estate Securities A CSEIX -1.50 5.48 2.40 5.21 7.21 9.99
Cohen & Steers Instl Realty Shares CSRIX -1.31 5.61 2.12 6.04 6.74 8.90
Cohen & Steers Realty Shares CSRSX -1.30 5.67 2.14 5.95 6.49 8.69
Cohen & Steers Real Estate Securities Z CSZIX -1.42 5.54 2.49 5.64 7.61 ---
Dunham Real Estate Stock A DAREX -1.31 5.26 1.50 3.10 4.60 7.06
DoubleLine Colony Rl Estt Inc I DBRIX --- 4.34 --- --- --- ---
Dunham Real Estate Stock C DCREX -1.36 5.20 1.29 2.27 3.79 6.23
DFA Real Estate Securities I DFREX -1.43 5.20 3.03 7.28 7.22 8.91
DoubleLine Colony Rl Estt Inc N DLREX --- 4.34 --- --- --- ---
Dunham Real Estate Stock N DNREX -1.27 5.24 1.56 3.31 4.84 7.31
Delaware REIT C DPRCX -1.39 6.26 1.36 2.26 2.42 5.34
Delaware REIT R6 DPRDX -1.27 6.33 1.65 3.46 --- ---
Delaware REIT A DPREX -1.25 6.34 1.58 3.05 3.20 6.14
Delaware REIT R DPRRX -1.29 6.35 1.55 2.81 2.94 5.88
Delaware REIT Instl DPRSX -1.29 6.32 1.63 3.26 3.43 6.39
Davis Real Estate C DRECX -1.81 5.09 0.57 4.30 7.35 7.60
Davis Real Estate Y DREYX -1.77 5.13 0.80 5.40 8.52 8.77
Eaton Vance Real Estate A EAREX -1.52 4.95 1.84 5.41 4.78 8.08
Eaton Vance Real Estate I EIREX -1.53 5.03 1.91 5.69 5.03 8.36
FTSE Nareit All Equity REITs IR USD F00000Q1LF --- --- --- --- --- ---
Russell RAFI US Select RE TR USD F00000TP2S -0.94 6.37 2.20 5.29 7.67 8.87
Russell RAFI US Select RE PR USD F00000TP6Z -1.53 6.30 0.96 0.48 3.20 4.61
Russell RAFI US Select RE NR USD F00000TP70 -1.12 6.35 1.83 3.78 6.29 7.57
Morningstar US Real Estate Sector NR USD F000010SC2 -1.26 5.52 1.39 4.55 5.98 6.80
Nuveen Real Estate Securities I FARCX -1.18 5.24 1.72 4.74 5.74 8.13
Fidelity® SAI Real Estate Index FESIX -1.51 5.43 1.92 6.36 --- ---
Fidelity® Flex Real Estate FFERX -1.57 5.25 2.05 6.54 --- ---
Fidelity Advisor® Real Estate A FHEAX -1.45 5.71 0.74 3.87 4.33 6.93
Fidelity Advisor® Real Estate C FHECX -1.54 5.65 0.53 3.05 3.51 6.11
Fidelity Advisor® Real Estate I FHEIX -1.44 5.66 0.78 4.14 4.60 7.20
Fidelity Advisor® Real Estate M FHETX -1.50 5.67 0.65 3.65 4.08 6.68
Fidelity Advisor® Real Estate Z FIKJX -1.44 5.66 0.81 --- --- ---
Fidelity Advisor® Real Estate Income Z FIKMX 0.35 2.86 1.11 --- --- ---
FTSE Nareit All Equity REITs PR USD FOUSA061XU -1.87 5.42 1.41 2.03 4.09 4.77
FTSE Nareit Equity Specialty TR USD FOUSA06QV1 1.00 9.15 2.75 5.54 13.66 ---
FTSE Nareit Equity Specialty PR USD FOUSA06QV2 0.52 9.15 1.01 -1.57 6.59 ---
Nuveen Real Estate Securities A FREAX -1.23 5.21 1.67 4.46 5.47 7.86
Franklin Real Estate Securities A FREEX -1.23 5.25 1.64 3.95 4.14 7.04
Nuveen Real Estate Securities R6 FREGX -1.16 5.23 1.76 4.87 5.90 8.30
Fidelity® Real Estate Investment Port FRESX -1.61 5.23 1.94 6.47 6.24 8.73
Fidelity® Real Estate Income FRIFX 0.35 2.94 1.13 4.02 7.48 6.42
Fidelity Advisor® Real Estate Income A FRINX 0.35 2.86 1.04 3.76 7.21 6.16
Fidelity Advisor® Real Estate Income C FRIOX 0.26 2.90 0.88 2.94 6.42 5.37
Fidelity Advisor® Real Estate Income M FRIQX 0.35 2.86 1.04 3.65 7.15 6.13
Fidelity Advisor® Real Estate Income I FRIRX 0.44 2.95 1.14 4.04 7.50 6.46
Franklin Real Estate Securities Adv FRLAX -1.19 5.25 1.71 4.19 4.40 7.31
Nuveen Real Estate Securities C FRLCX -1.21 5.20 1.51 3.74 4.70 7.06
Franklin Real Estate Securities C FRRSX -1.29 5.22 1.47 3.16 3.36 6.23
Nuveen Real Estate Securities R3 FRSSX -1.21 5.18 1.59 4.21 5.21 7.59
Franklin Real Estate Securities R6 FSERX -1.18 5.25 1.77 4.32 4.63 7.54
Fidelity® Series Real Estate Income FSREX 0.58 2.15 0.64 3.68 6.77 6.03
Fidelity® Real Estate Index FSRNX -1.57 5.38 1.85 6.26 5.59 8.24
Goldman Sachs Real Estate Securities P GMJPX -1.93 5.29 1.05 --- --- ---
Goldman Sachs Real Estate Securities A GREAX -1.99 5.23 0.95 4.62 4.11 6.82
Goldman Sachs Real Estate Securities C GRECX -2.02 5.25 0.76 3.91 3.35 6.01
Goldman Sachs Real Estate Securities Ins GREIX -2.00 5.21 0.98 5.04 4.52 7.24
Goldman Sachs Real Estate Securities R GRERX -2.02 5.21 0.88 4.39 3.87 6.55
Goldman Sachs Real Estate Securities Svc GRESX -2.05 5.27 0.93 4.49 4.00 6.70
Goldman Sachs Real Estate Securities Inv GRETX -1.98 5.26 1.01 4.91 4.39 7.09
Goldman Sachs Real Estate Securities R6 GREUX -2.00 5.21 1.05 5.05 4.53 ---
Guggenheim Risk Managed Real Estt A GURAX -1.95 3.98 2.15 2.57 8.02 ---
Guggenheim Risk Managed Real Estt C GURCX -1.98 3.97 1.97 1.77 7.22 ---
Guggenheim Risk Managed Real Estt Instl GURIX -1.90 4.01 2.25 2.84 8.33 ---
Guggenheim Risk Managed Real Estt P GURPX -1.93 4.00 2.15 2.54 8.01 ---
REMS Real Estate Value Opportunity P HLPPX 0.09 6.40 -2.09 -5.47 2.61 2.77
REMS Real Estate Value Opportunity Instl HLRRX 0.09 6.33 -2.01 -5.27 2.87 3.02
Invesco Real Estate A IARAX -1.55 4.90 1.78 3.89 6.47 7.58
Invesco Real Estate C IARCX -1.61 4.82 1.59 3.09 5.67 6.77
Invesco Real Estate R6 IARFX -1.50 4.91 1.89 4.37 6.97 8.07
Invesco Real Estate R5 IARIX -1.55 4.85 1.87 4.27 6.86 7.97
Invesco Real Estate R IARRX -1.55 4.90 1.71 3.63 6.20 7.31
Invesco Real Estate Y IARYX -1.50 4.91 1.85 4.16 6.74 7.84
VY® Clarion Real Estate A ICRPX -1.79 5.32 0.82 1.40 3.77 6.32
Voya Real Estate O IDROX -1.79 5.35 0.84 1.16 3.64 6.38
Ivy Securian Real Estate Securities E IREEX -2.07 4.32 1.17 3.21 4.33 7.29
Ivy Securian Real Estate Securities I IREIX -2.06 4.29 1.21 3.55 4.72 7.78
Voya Real Estate W IREWX -1.82 5.34 0.82 1.38 3.85 6.29
Ivy Securian Real Estate Securities A IRSAX -2.07 4.32 1.12 3.14 4.32 7.34
Ivy Securian Real Estate Securities B IRSBX -2.16 4.25 0.88 2.13 3.32 6.33
Ivy Securian Real Estate Securities C IRSCX -2.12 4.28 0.95 2.42 3.54 6.56
Ivy Securian Real Estate Securities N IRSEX -2.01 4.37 1.29 3.75 4.90 ---
Ivy Securian Real Estate Securities R IRSRX -2.07 4.32 1.12 2.98 4.11 7.14
Ivy Securian Real Estate Securities Y IRSYX -2.07 4.31 1.21 3.35 4.50 7.54
VY® Clarion Real Estate I IVRIX -1.70 5.37 1.00 2.01 4.40 6.97
VY® Clarion Real Estate S IVRSX -1.73 5.35 0.94 1.75 4.13 6.70
VY® Clarion Real Estate S2 IVRTX -1.74 5.35 0.91 1.60 3.99 6.54
JHFunds 2 Real Estate Securities 1 JIREX -1.06 5.24 2.48 6.38 6.57 8.61
JPMorgan Realty Income R6 JPINX -0.66 5.62 2.11 2.22 4.29 ---
JPMorgan Realty Income R5 JRIRX -0.58 5.77 2.17 2.17 4.25 6.98
Lazard US Realty Equity Instl LREIX -0.94 5.45 0.53 1.96 5.72 6.93
Lazard US Realty Equity Open LREOX -0.96 5.49 0.51 1.71 5.44 6.64
Manning & Napier Real Estate S MNREX -1.47 5.42 1.34 3.17 7.02 8.47
Manning & Napier Real Estate I MNRIX -1.45 5.45 1.42 3.40 7.29 8.76
AMG Managers CenterSquare Real Estate I MRASX -1.60 5.33 1.13 4.66 --- ---
Morningstar US REIT PR USD MREITP -1.89 5.28 1.72 2.44 3.85 4.30
Morningstar US REIT TR USD MREITT -1.36 5.34 2.80 6.69 8.00 8.57
AMG Managers CenterSquare Real Estate N MRESX -1.64 5.33 1.09 4.50 5.71 8.51
Morningstar US Real Estate PR USD MRETS -1.71 5.48 0.57 1.39 2.91 3.78
Morningstar US Real Estate TR USD MRETST -1.07 5.53 1.74 5.93 7.32 8.12
Morgan Stanley Inst US Real Estate IR MRETX -1.80 5.82 -0.22 --- --- ---
AMG Managers CenterSquare Real Estate Z MREZX -1.57 5.33 1.16 4.88 --- ---
Morgan Stanley Inst US Real Estate L MSULX -1.97 5.69 -0.47 1.23 3.41 5.89
Morgan Stanley Inst US Real Estate C MSURX -1.98 5.72 -0.53 0.93 3.14 ---
Morgan Stanley Inst US Real Estate I MSUSX -1.89 5.73 -0.24 2.03 4.28 6.79
Morgan Stanley Inst US Real Estate IS MURSX -1.89 5.73 -0.22 2.11 4.35 6.87
Morgan Stanley Inst US Real Estate A MUSDX -1.88 5.68 -0.32 1.71 3.96 6.45
Great-West Real Estate Index L MXGIX -1.46 5.38 1.78 --- --- ---
Great-West Real Estate Index Inv MXREX -1.53 5.43 1.76 5.55 4.89 7.55
Great-West Real Estate Index Instl MXSFX -1.46 5.47 1.82 5.95 5.25 ---
Neuberger Berman Real Estate Tr NBRFX -1.60 4.45 1.92 3.90 6.72 7.45
Neuberger Berman Real Estate I NBRIX -1.62 4.53 1.96 4.09 6.91 7.66
Natixis AEW Real Estate C NRCFX -1.97 5.12 1.56 4.55 4.31 6.85
Neuberger Berman Real Estate A NREAX -1.56 4.54 1.95 3.79 6.56 7.28
Neuberger Berman Real Estate C NRECX -1.69 4.44 1.66 2.89 5.72 6.47
Neuberger Berman Real Estate R3 NRERX -1.64 4.46 1.81 3.48 6.28 7.00
Natixis AEW Real Estate A NRFAX -1.97 5.08 1.72 5.32 5.10 7.64
Natixis AEW Real Estate N NRFNX -1.88 5.16 1.80 5.69 5.46 8.06
Natixis AEW Real Estate Y NRFYX -1.89 5.17 1.86 5.65 5.38 7.93
Neuberger Berman Real Estate R6 NRREX -1.60 4.53 1.99 4.17 7.02 7.74
Oppenheimer Real Estate A OREAX -1.34 5.39 1.42 3.94 4.87 7.45
Oppenheimer Real Estate C ORECX -1.38 5.36 1.21 3.18 4.08 6.64
Oppenheimer Real Estate I OREIX -1.29 5.42 1.53 4.38 5.32 7.91
Oppenheimer Real Estate R ORENX -1.35 5.37 1.31 3.67 4.60 7.18
Oppenheimer Real Estate Y OREYX -1.29 5.41 1.47 4.19 5.13 7.71
T. Rowe Price Real Estate Advisor PAREX -0.93 5.85 0.31 0.93 3.89 6.88
Pioneer Real Estate C PCREX -1.18 5.11 1.08 0.45 3.26 6.05
PIMCO Real Estate Real Return Strategy A PETAX -0.91 5.54 1.39 3.75 5.67 8.69
PIMCO Real Estate Real Return Strategy C PETCX -0.93 5.46 1.11 2.96 4.87 7.86
PIMCO Real Estate Real Return StrategyI2 PETPX -0.87 5.63 1.49 4.20 6.02 9.03
Principal Real Estate Securities Fd R-6 PFRSX -1.44 5.35 1.75 5.53 --- ---
Virtus Duff & Phelps Real Estate Secs A PHRAX -2.02 4.97 -0.13 3.29 5.50 7.50
Virtus Duff & Phelps Real Estate Secs C PHRCX -2.10 4.94 -0.31 2.54 4.73 6.71
Virtus Duff & Phelps Real Estate Secs I PHRIX -2.01 4.98 -0.07 3.58 5.78 7.78
Principal Real Estate Securities Inst PIREX -1.43 5.40 1.76 5.43 7.11 9.30
PGIM US Real Estate A PJEAX 0.17 6.56 2.80 7.58 6.42 7.80
PGIM US Real Estate B PJEBX 0.09 6.60 2.67 6.73 5.63 6.99
PGIM US Real Estate C PJECX 0.17 6.61 2.68 6.85 5.65 7.00
PGIM US Real Estate R6 PJEQX 0.17 6.56 2.92 7.84 --- ---
PGIM US Real Estate Z PJEZX 0.26 6.65 3.01 7.94 6.72 8.09
PIMCO Real Estate Real ReturnStrategyI-3 PNRNX -0.91 5.48 1.32 --- --- ---
Principal Real Estate Securities R1 PRAEX -1.50 5.33 1.51 4.61 6.24 8.42
Principal Real Estate Securities C PRCEX -1.55 5.32 1.44 4.27 5.86 8.02
Principal Real Estate Securities J PREJX -1.46 5.38 1.66 5.23 6.85 9.01
Principal Real Estate Securities R2 PRENX -1.48 5.35 1.56 4.77 6.39 8.56
Principal Real Estate Securities R5 PREPX -1.48 5.36 1.69 5.23 6.90 9.10
Principal Real Estate Securities R3 PRERX -1.47 5.35 1.63 4.98 6.58 8.76
Principal Real Estate Securities R4 PRETX -1.43 5.37 1.66 5.15 6.77 8.97
PGIM Real Estate Income A PRKAX 4.70 9.06 2.37 0.34 7.23 ---
PGIM Real Estate Income C PRKCX 4.64 9.05 2.34 -0.31 6.49 ---
PGIM Real Estate Income R6 PRKQX 4.63 9.05 2.49 0.70 --- ---
PGIM Real Estate Income Z PRKZX 4.62 9.04 2.60 0.81 7.56 ---
Principal Real Estate Securities A PRRAX -1.44 5.36 1.66 5.08 6.71 8.89
PIMCO Real Estate Real Return Strategy I PRRSX -0.83 5.64 1.49 4.31 6.13 9.11
Pioneer Real Estate A PWREX -1.13 5.15 1.27 1.13 4.03 6.89
Pioneer Real Estate Y PYREX -1.14 5.10 1.24 1.51 4.40 7.29
Altegris/AACA Opportunistic Real Estt A RAAAX -1.11 6.28 -4.11 -10.71 10.13 8.36
Altegris/AACA Opportunistic Real Estt I RAAIX -0.88 6.33 -3.88 -10.41 10.41 8.63
Altegris/AACA Opportunistic Real Estt N RAANX -0.96 6.28 -3.97 -10.70 10.13 8.36
American Century Real Estate Inv REACX -2.04 4.54 1.41 4.08 5.02 7.45
American Century Real Estate I REAIX -2.01 4.57 1.47 4.32 5.23 7.66
West Loop Realty A REIAX -2.48 4.92 -0.25 0.40 5.34 7.87
West Loop Realty C REICX -2.51 4.85 -0.42 -0.37 4.56 7.06
West Loop Realty Instl REIIX -2.41 4.91 -0.18 0.66 5.61 8.12
Invesco Real Estate Investor REINX -1.60 4.86 1.79 3.83 6.49 7.59
Shelton Real Estate Income Institutional RENIX -2.30 4.40 0.04 2.00 4.21 6.42
Shelton Real Estate Income Investor RENTX -2.36 4.29 -0.20 1.70 4.01 6.19
Davis Real Estate A RPFRX -1.76 5.15 0.77 5.19 8.28 8.53
REMS Real Estate Income 50/50 Platform RREFX 1.99 6.11 0.80 -1.45 4.49 6.06
REMS Real Estate Income 50/50 Instl RREIX 1.96 6.13 0.94 -1.19 4.76 6.34
DWS RREEF Real Estate Securities A RRRAX -1.11 5.24 2.48 6.25 6.47 8.45
DWS RREEF Real Estate Securities C RRRCX -1.12 5.22 2.27 5.52 5.74 7.70
DWS RREEF Real Estate Securities S RRREX -1.08 5.26 2.54 6.53 6.74 8.73
DWS RREEF Real Estate Securities Instl RRRRX -1.02 5.30 2.58 6.65 6.84 8.82
DWS RREEF Real Estate Securities R RRRSX -1.09 5.29 2.45 5.98 6.15 8.11
DWS RREEF Real Estate Securities T RRRTX -1.08 5.29 2.51 6.35 --- ---
DWS RREEF Real Estate Securities R6 RRRZX -1.03 5.24 2.56 6.72 6.94 ---
Rydex Real Estate C RYCRX -0.93 6.21 1.11 2.07 6.34 4.70
Rydex Real Estate H RYHRX -0.87 6.22 1.32 2.88 7.15 5.49
Rydex Real Estate A RYREX -0.89 6.24 1.29 2.82 7.13 5.50
Spirit of America Real Estate Inc&Gr C SACRX -1.74 5.45 -0.21 1.66 --- ---
SA Real Estate Securities Investor SAREX -1.61 5.15 2.81 6.43 6.21 7.83
SA Real Estate Securities Select SARLX -1.53 5.17 2.79 6.61 --- ---
SEI Real Estate I (SIMT) SEIRX -1.69 5.27 0.82 3.83 5.14 7.67
SEI Real Estate F (SIMT) SETAX -1.70 5.27 0.87 4.05 5.37 7.91
Spirit of America Real Estate Inc & Gr A SOAAX -1.63 5.58 0.06 2.31 5.95 6.64
SEI Real Estate Y (SIMT) SREYX -1.64 5.35 0.94 4.38 5.66 ---
Sterling Capital Stratton Rl Estt Instl STMDX -1.82 5.10 2.17 7.09 8.01 9.15
Sterling Capital Stratton Rl Estt A STMMX -1.83 5.11 2.13 6.82 7.75 ---
Sterling Capital Stratton Rl Estt C STMOX -1.91 5.04 1.93 6.02 6.95 ---
TIAA-CREF Real Estate Sec Retail TCREX -1.31 5.10 2.05 5.15 7.52 8.71
TIAA-CREF Real Estate Sec Instl TIREX -1.30 5.06 2.11 5.50 7.84 9.06
TIAA-CREF Real Estate Sec Advisor TIRHX -1.30 5.05 2.14 5.36 7.74 ---
T. Rowe Price Real Estate I TIRRX -0.87 5.89 0.43 1.39 4.31 ---
T. Rowe Price Real Estate TRREX -0.91 5.89 0.39 1.20 4.15 7.14
TIAA-CREF Real Estate Sec Premier TRRPX -1.30 5.05 2.07 5.34 7.70 8.89
TIAA-CREF Real Estate Sec Retire TRRSX -1.31 5.05 2.09 5.21 7.57 8.77
JPMorgan Realty Income A URTAX -0.71 5.62 2.01 1.66 3.77 6.48
JPMorgan Realty Income C URTCX -0.70 5.73 1.95 1.25 3.28 5.96
JPMorgan Realty Income I URTDX -0.60 5.73 2.09 1.95 --- ---
JPMorgan Realty Income L URTLX -0.67 5.72 2.10 2.13 4.19 6.91
Vanguard Real Estate Index Investor VGSIX -1.13 5.65 2.42 4.47 5.91 7.72
Vanguard Real Estate Index Admiral VGSLX -1.12 5.65 2.44 4.60 6.07 7.87
Vanguard Real Estate Index Institutional VGSNX -1.09 5.68 2.45 4.66 6.09 7.90
Voya Real Estate P3 VREPX -1.77 5.39 1.07 --- --- ---
Voya Real Estate R6 VREQX -1.85 5.38 0.83 1.55 4.05 ---
Virtus Duff & Phelps Real Estate Secs R6 VRREX -2.00 4.98 -0.03 3.74 5.95 ---
Vanguard Real Estate II Index VRTPX -1.14 5.61 2.46 4.55 --- ---
FTSE Nareit All Equity REITs TR USD XIUSA00061 -1.34 5.48 2.51 6.37 8.22 8.84
Content Partners