Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLUYX (Adelante U.S. Real Estate Secs Y) | NA | 50.26% | -17.63% | -5.22% | NA | NA | NA | … | … |
Data as of 04/20/2010, Common starting date is 01/08/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLUYX (Adelante U.S. Real Estate Secs Y) | 01/08/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 50.26 | -17.63 | -5.22 | NA | NA | NA | … | … | -6.51 | 20.41 | -37.22 | -17.23 | 35.72 | -9.57 | 18.41 | 27.10 | 0.23 | 5.19 |
| Sharpe Ratio | NA | 1.34 | -0.33 | -0.15 | NA | NA | NA | … | … | -1.21 | 0.32 | -0.53 | -0.80 | 2.31 | -0.44 | 0.93 | 2.33 | -0.06 | 0.26 |
| Standard Deviation(%) | NA | 37.50 | 57.05 | 46.31 | NA | NA | NA | … | … | 16.98 | 63.50 | 71.30 | 25.66 | 14.07 | 27.03 | 18.69 | 11.33 | 14.54 | 11.11 |
| Draw Down(%) | NA | 14.21 | 71.42 | 73.37 | NA | NA | NA | … | … | 9.29 | 41.82 | 61.36 | 28.27 | 9.50 | 21.60 | 17.56 | 6.72 | 18.03 | 11.51 |
| Yield(%) | 0.00 | 1.61 | 8.19 | 11.38 | 8.47 | 5.65 | 4.24 | … | … | 0.00 | 2.58 | 2.94 | 23.27 | 31.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/20/2010, Common starting date is 01/08/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLUYX (Adelante U.S. Real Estate Secs Y) |
-25.13%
Mar 2006 – Mar 2009 |
-14.31%
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 |
|---|---|---|---|---|
| LLUYX (Adelante U.S. Real Estate Secs Y) |
19.04%
Oct 2002 – Oct 2005 |
15.44%
Jan 2002 – Jan 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart