Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEEAX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS A) | NA | 7.32% | 4.35% | 7.08% | NA | NA | NA | … | … |
Data as of 12/28/2017, Common starting date is 09/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEEAX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS A) | 09/29/2011 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.32 | 4.35 | 7.08 | NA | NA | NA | … | … | 5.67 | 3.88 | 4.31 | 21.53 | 0.44 | 13.15 | 6.23 |
| Sharpe Ratio | NA | 0.97 | 0.41 | 0.73 | NA | NA | NA | … | … | 0.74 | 0.32 | 0.38 | 3.38 | 0.04 | 1.53 | 1.13 |
| Standard Deviation(%) | NA | 6.90 | 10.15 | 9.42 | NA | NA | NA | … | … | 6.84 | 11.43 | 11.42 | 6.37 | 9.58 | 8.62 | 23.73 |
| Draw Down(%) | NA | 4.22 | 10.63 | 11.72 | NA | NA | NA | … | … | 4.22 | 10.63 | 10.57 | 3.78 | 11.72 | 4.98 | 7.82 |
| Yield(%) | 0.00 | 1.58 | 4.62 | 4.96 | 3.28 | 2.19 | 1.64 | … | … | 1.55 | 7.26 | 5.33 | 4.67 | 4.48 | 3.83 | 0.20 |
Data as of 12/28/2017, Common starting date is 09/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEEAX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS A) |
4.57%
Oct 2014 – Oct 2017 |
6.63%
Apr 2012 – Apr 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEEAX (SECURITY CAPITAL U.S. CORE REAL ESTATE SECURITIES FUND CLASS A) |
11.77%
Nov 2011 – Nov 2014 |
8.40%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart