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TRFIX: TOUCHSTONE GLOBAL REAL ESTATE FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2009 |
| Last Dividend Date: | 12/29/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.99% |
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Performance Analytics (As of 01/24/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 10.7 | 5.2 | 7.5 | 9.0 | 0.0 | 5.1 | -2.9 | 14.1 | 2.7 | 27.5 | -5.1 | 19.9 | 7.9 |
| Sharpe Ratio | NA | 1.7 | 0.64 | 0.76 | 0.59 | 0.0 | 0.69 | -0.29 | 2.2 | 0.23 | 2.22 | -0.2 | 0.91 | 1.72 |
| Draw Down(%) | NA | 3.9 | 15.1 | 15.9 | 23.5 | 0.0 | 7.2 | 13.2 | 6.3 | 15.9 | 9.7 | 23.5 | 13.5 | 7.3 |
| Standard Deviation(%) | NA | 6.1 | 7.9 | 9.7 | 15.2 | NA | 7.1 | 10.0 | 6.4 | 11.5 | 12.5 | 25.2 | 21.7 | 21.2 |
| Treynor Ratio | NA | 0.67 | 0.14 | 0.15 | 0.13 | NA | 0.24 | -0.05 | 0.31 | 0.04 | 0.39 | -0.06 | 0.23 | 0.44 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.02 | 0.0 | 0.02 | -0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.0 | 0.1 |
| Beta | NA | 0.16 | 0.37 | 0.49 | 0.7 | 0.0 | 0.2 | 0.55 | 0.45 | 0.62 | 0.71 | 0.87 | 0.87 | 0.83 |
| RSquared | NA | 0.18 | 0.48 | 0.56 | 0.73 | 0.0 | 0.25 | 0.75 | 0.59 | 0.67 | 0.72 | 0.88 | 0.84 | 0.87 |
| Yield(%) | N/A | 0.0 | 3.6 | 7.4 | N/A | 0.0 | 0.0 | 3.4 | 7.2 | 19.1 | 4.9 | 5.5 | 9.5 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | -68.4 | N/A | N/A | N/A | -100.0 | -49.5 | -69.0 | 372.3 | -20.2 | -36.6 | 646.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2009
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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 |
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Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) (98%)
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Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) (99%)
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