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SRESX: Sun Capital Global Real Estate Svc (MUTUAL FUND)
Basic Info
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/23/2004 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 05/01/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/23/2004 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 26.0 | 7.1 | -6.6 | -0.2 | 12.4 | 28.7 | -14.0 | 2.9 | 25.4 | -50.3 | -25.0 | 31.3 | -0.5 | 26.4 |
| Sharpe Ratio | NA | 2.18 | 0.33 | -0.19 | -0.04 | 4.24 | 2.25 | -0.55 | 0.12 | 0.57 | -0.87 | -0.98 | 1.88 | -0.15 | 3.89 |
| Draw Down(%) | NA | 8.8 | 28.7 | 73.9 | 80.2 | 2.1 | 8.8 | 28.7 | 14.8 | 43.1 | 68.7 | 35.1 | 8.4 | 18.7 | 7.4 |
| Standard Deviation(%) | NA | 11.9 | 21.1 | 35.9 | 30.9 | 10.0 | 12.8 | 25.8 | 23.6 | 44.4 | 58.6 | 28.7 | 15.0 | 17.9 | 17.5 |
| Treynor Ratio | NA | 0.31 | 0.09 | -0.1 | -0.02 | 0.51 | 0.35 | -0.18 | 0.04 | 0.41 | -0.7 | -0.29 | 0.3 | -0.03 | 0.67 |
| Alpha | NA | 0.04 | -0.02 | -0.05 | -0.03 | 0.01 | 0.05 | -0.09 | -0.06 | 0.01 | -0.16 | -0.04 | -0.01 | -0.04 | 0.01 |
| Beta | NA | 0.84 | 0.76 | 0.68 | 0.71 | 0.84 | 0.82 | 0.78 | 0.68 | 0.62 | 0.73 | 0.96 | 0.95 | 0.96 | 1.02 |
| RSquared | NA | 0.78 | 0.76 | 0.84 | 0.82 | 0.76 | 0.75 | 0.83 | 0.67 | 0.86 | 0.88 | 0.76 | 0.86 | 0.73 | 0.79 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2004
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) (96%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) (87%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (84%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
- NRO (Neuberger Berman RE Securities IF) (98%)
- JRS (Nuveen Real Estate Fund) (97%)
- PGZ (Principal Real Estate Income Closed Fund) (94%)
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