Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNREX (COMMONWEALTH REAL ESTATE SECURITIES FUND COMMONWEALTH REAL ESTATE SECURITIES FUND) | 5.00% | 0.48% | 7.37% | 2.13% | 5.56% | 6.04% | 4.11% | … | … |
Data as of 06/10/2026, Common starting date is 01/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNREX (COMMONWEALTH REAL ESTATE SECURITIES FUND COMMONWEALTH REAL ESTATE SECURITIES FUND) | 01/07/2004 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 0.48 | 7.37 | 2.13 | 5.56 | 6.04 | 4.11 | … | … | 5.00 | -2.53 | 5.97 | 23.54 | -24.24 | 32.94 | -2.86 | 28.68 | -14.69 | 14.60 | 7.46 | -3.05 | 16.04 | 8.53 | 21.59 | -10.00 | 15.97 | 25.55 | -37.08 | -12.55 | 19.92 | 5.50 | 17.41 |
| Sharpe Ratio | NA | -0.03 | 0.32 | 0.01 | 0.20 | NA | NA | … | … | 0.64 | -0.33 | 0.16 | 1.15 | -1.12 | 2.39 | -0.08 | 2.91 | -1.24 | 1.92 | 0.49 | -0.21 | 1.57 | 0.61 | 1.56 | -0.36 | 0.75 | 0.67 | -0.84 | -0.91 | 1.55 | 0.31 | 1.43 |
| Standard Deviation(%) | NA | 15.47 | 16.26 | 17.69 | 19.25 | NA | NA | … | … | 17.44 | 16.59 | 14.90 | 17.38 | 23.01 | 13.77 | 40.54 | 9.35 | 12.96 | 7.29 | 14.78 | 14.59 | 10.23 | 13.94 | 13.90 | 27.54 | 21.10 | 38.04 | 45.33 | 17.38 | 10.70 | 10.35 | 11.73 |
| Draw Down(%) | NA | 13.38 | 20.67 | 31.39 | 44.62 | NA | NA | … | … | 13.38 | 16.54 | 9.03 | 17.02 | 31.39 | 7.62 | 44.62 | 3.68 | 18.88 | 3.19 | 12.97 | 13.66 | 7.64 | 13.25 | 10.20 | 27.03 | 15.65 | 33.29 | 56.87 | 20.17 | 8.01 | 8.45 | 14.99 |
| Yield(%) | 0.00 | 2.91 | 1.90 | 1.02 | 1.00 | 1.06 | 1.17 | … | … | 0.00 | 2.98 | 1.91 | 0.00 | 0.00 | 0.00 | 0.00 | 1.10 | 0.61 | 0.39 | 0.00 | 1.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.76 | 0.97 | 0.97 | 0.71 |
Data as of 06/10/2026, Common starting date is 01/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNREX (COMMONWEALTH REAL ESTATE SECURITIES FUND COMMONWEALTH REAL ESTATE SECURITIES FUND) |
-22.11%
Feb 2006 – Feb 2009 |
-9.39%
Feb 2004 – Feb 2009 |
1.07%
Jan 2007 – Jan 2017 |
2.01%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNREX (COMMONWEALTH REAL ESTATE SECURITIES FUND COMMONWEALTH REAL ESTATE SECURITIES FUND) |
24.52%
Feb 2009 – Feb 2012 |
18.92%
Feb 2009 – Feb 2014 |
11.68%
Feb 2009 – Feb 2019 |
10.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart