It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
DRLAX: DREYFUS GLOBAL REAL ESTATE SECURITIES CLASS A (MUTUAL FUND)
Basic Info 9.48 0(0.0%) June 05
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 02/22/2007 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 2.77% |
| Expenses | 1.30% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 8.7 | 12.5 | 10.7 | 2.6 | 4.5 | 5.4 | 3.4 | 8.9 | 3.7 | 12.2 | -23.4 | 26.6 | -2.7 | 22.8 | -5.0 | 11.1 | -1.1 | -0.2 | 14.8 | 2.6 | 26.5 | -6.1 | 17.8 | 36.4 | -43.7 | -10.2 |
| Sharpe Ratio | NA | 1.42 | 0.84 | 0.51 | 0.0 | 0.16 | NA | 0.1 | 0.43 | 0.01 | 0.49 | -1.15 | 2.22 | -0.08 | 2.32 | -0.53 | 1.38 | -0.09 | -0.02 | 1.63 | 0.19 | 2.23 | -0.25 | 0.86 | 0.92 | -0.89 | -0.6 |
| Draw Down(%) | NA | 10.1 | 10.1 | 17.1 | 32.0 | 41.8 | NA | 67.5 | 12.3 | 11.4 | 20.1 | 32.0 | 7.2 | 41.8 | 3.9 | 10.5 | 4.5 | 16.1 | 14.3 | 7.7 | 15.1 | 9.1 | 22.6 | 13.8 | 34.2 | 60.1 | 19.4 |
| Standard Deviation(%) | NA | 13.4 | 11.7 | 14.7 | 16.3 | 17.9 | NA | 22.2 | 13.9 | 13.9 | 17.7 | 21.8 | 12.0 | 37.1 | 9.2 | 11.9 | 7.6 | 15.8 | 14.3 | 9.0 | 13.3 | 12.0 | 24.6 | 20.7 | 39.6 | 49.9 | 24.7 |
| Treynor Ratio | NA | 0.29 | 0.14 | 0.09 | 0.0 | 0.03 | NA | 0.03 | 0.07 | 0.0 | 0.09 | -0.27 | 0.34 | -0.03 | 0.29 | -0.08 | 0.16 | -0.02 | 0.0 | 0.22 | 0.03 | 0.39 | -0.07 | 0.21 | 0.36 | -0.45 | -0.16 |
| Alpha | NA | 0.11 | 0.04 | 0.02 | 0.02 | 0.02 | NA | 0.02 | -0.04 | 0.05 | 0.02 | -0.02 | 0.07 | 0.03 | 0.03 | 0.01 | 0.0 | -0.01 | 0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | 0.06 | 0.02 |
| Beta | NA | 0.66 | 0.69 | 0.82 | 0.86 | 0.89 | NA | 0.9 | 0.82 | 0.79 | 0.99 | 0.91 | 0.78 | 1.04 | 0.73 | 0.78 | 0.65 | 0.7 | 0.77 | 0.68 | 0.79 | 0.69 | 0.85 | 0.83 | 1.02 | 0.98 | 0.91 |
| RSquared | NA | 0.66 | 0.62 | 0.65 | 0.7 | 0.69 | NA | 0.71 | 0.59 | 0.64 | 0.74 | 0.79 | 0.59 | 0.78 | 0.46 | 0.61 | 0.43 | 0.6 | 0.72 | 0.67 | 0.79 | 0.75 | 0.89 | 0.83 | 0.75 | 0.67 | 0.72 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 2.5 | 2.6 | 5.2 | 9.4 | 1.2 | 12.0 | 3.9 | 4.7 | 0.0 | 4.7 | 3.1 | 2.9 | 6.0 | 1.6 | 4.7 | 5.5 | 1.0 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 18.8 | 4.1 | -63.7 | -34.5 | 647.7 | -89.0 | 177.3 | -12.4 | N/A | -100.0 | 70.0 | 5.0 | -42.5 | 252.1 | -61.4 | 10.8 | 195.7 | -32.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/16/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) (95%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) (94%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) (93%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) (85%)
Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 1.78% (98%)
- IFGL (iShares International Developed Real Estate ETF) 1.95% (97%)
- RWO (SPDR Dow Jones Global Real Estate ETF) 0.10% (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) 2.01% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 0.0% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 0.0% (99%)
