Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) | 14.94% | 11.34% | 7.18% | 1.29% | 4.41% | 6.79% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) | 12/28/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | 11.34 | 7.18 | 1.29 | 4.41 | 6.79 | NA | … | … | 14.94 | -9.32 | 9.00 | 10.16 | -21.57 | 40.29 | -4.23 | 31.54 | -13.91 | -1.44 | 9.15 | -1.22 | 18.17 | 14.42 | 28.80 | -2.68 | 32.22 | -1.78 |
| Sharpe Ratio | NA | 0.77 | 0.30 | -0.05 | 0.13 | NA | NA | … | … | 2.92 | -0.77 | 0.35 | 0.36 | -1.07 | 2.37 | -0.09 | 2.67 | -1.18 | -0.26 | 0.61 | -0.09 | 1.97 | 1.13 | 2.37 | -0.09 | 1.31 | -8.28 |
| Standard Deviation(%) | NA | 12.38 | 15.59 | 17.37 | 21.05 | NA | NA | … | … | 11.74 | 16.01 | 15.19 | 18.16 | 21.61 | 16.99 | 48.35 | 11.25 | 12.98 | 8.20 | 14.75 | 14.09 | 9.19 | 12.69 | 12.23 | 28.85 | 24.57 | 9.42 |
| Draw Down(%) | NA | 6.68 | 21.14 | 29.11 | 48.22 | NA | NA | … | … | 5.49 | 15.54 | 9.31 | 16.99 | 29.11 | 8.02 | 48.22 | 4.98 | 18.75 | 5.47 | 13.89 | 14.29 | 5.28 | 12.80 | 7.30 | 28.26 | 20.57 | 1.78 |
| Yield(%) | 0.00 | 9.43 | 6.52 | 7.44 | 7.19 | 8.63 | 8.34 | … | … | 2.56 | 7.71 | 4.65 | 5.40 | 9.22 | 20.58 | 7.86 | 2.74 | 1.99 | 14.61 | 14.73 | 8.89 | 3.52 | 5.30 | 3.34 | 2.36 | 2.66 | 0.87 |
Data as of 06/10/2026, Common starting date is 12/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) |
-10.79%
Mar 2017 – Mar 2020 |
-6.02%
Mar 2015 – Mar 2020 |
3.35%
Apr 2015 – Apr 2025 |
5.81%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLPPX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND PLATFORM SHARES) |
22.62%
Sep 2011 – Sep 2014 |
18.74%
Jan 2010 – Jan 2015 |
11.53%
Sep 2011 – Sep 2021 |
8.55%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart