Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLUKX (Adelante US Real Estate Secs K) | NA | 51.92% | -17.52% | -5.17% | NA | NA | NA | … | … |
Data as of 04/20/2010, Common starting date is 10/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLUKX (Adelante US Real Estate Secs K) | 10/26/2000 | 04/20/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.92 | -17.52 | -5.17 | NA | NA | NA | … | … | -5.31 | 19.81 | -37.35 | -17.44 | 35.53 | -9.45 | 18.41 | 26.68 | 0.23 | 2.75 | 8.89 |
| Sharpe Ratio | NA | 1.40 | -0.32 | -0.14 | NA | NA | NA | … | … | -1.11 | 0.31 | -0.53 | -0.80 | 2.31 | -0.43 | 0.94 | 2.32 | -0.06 | 0.04 | 5.69 |
| Standard Deviation(%) | NA | 37.02 | 58.34 | 49.09 | NA | NA | NA | … | … | 15.39 | 63.69 | 71.40 | 25.67 | 14.04 | 26.82 | 18.61 | 11.20 | 14.37 | 11.12 | 10.31 |
| Draw Down(%) | NA | 14.14 | 71.57 | 73.52 | NA | NA | NA | … | … | 9.16 | 41.88 | 61.37 | 28.44 | 9.38 | 21.50 | 17.56 | 6.65 | 18.02 | 11.54 | 2.15 |
| Yield(%) | 0.00 | 3.19 | 8.11 | 11.26 | 8.89 | 5.93 | 4.45 | … | … | 1.12 | 2.37 | 2.64 | 22.71 | 31.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/20/2010, Common starting date is 10/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLUKX (Adelante US Real Estate Secs K) |
-25.29%
Mar 2006 – Mar 2009 |
-14.38%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLUKX (Adelante US Real Estate Secs K) |
18.96%
Oct 2002 – Oct 2005 |
15.36%
Jan 2002 – Jan 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart