75.61 Up +0.42 +0.56%
Find returns for:
CALENDAR-YEAR TOTAL RETURNS
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 YTD
4/2013
Total
Return %
35.73 30.36 9.19 35.24 -18.15 -40.02 30.14 26.36 5.63 18.36 14.4
% Rank in
Cat
100 100 100 75 100 55 17 84 77 38 50
+/-
Category
-4.46 0.26 -6.03 1.37 -6.75 3.13 5.34 -4.45 -0.28 -1.47 NA
+/- Index* 2.62 15.64 -0.3 15.17 -27.19 0.69 0.15 14.6 11.17 2.53 3.27
TRAILING TOTAL RETURNS
  • Fund
  TOTAL RETURN % +/- INDEX* +/- CAT % RANK IN CAT
1-Day 0.71 --- --- ---
1-Week 1.83 --- --- ---
4-Week 5.88 --- --- ---
3-Month 11.14 5.4 NA 81
Year-to-date 17.14 6.01 NA 50
1-Year 29.16 12.46 NA 31
3-Year Annualized 17.9 8.31 NA 83
5-Year Annualized 5.83 4.02 NA 60
10-Year Annualized NA 2.91 NA 100
GROWTH OF 10,000 USD
  • Fund
  • Category: Specialty - Real Estate
  • Index: MSCI World NR USD
AVERAGE LOAD ADJUSTED RETURN
PERIOD IYR
1 Year NA
3 Year NA
5 Year NA
10 Year NA
BEST/WORST CALENDAR YEAR RETURNS
ONE YEAR RETURN THREE YEAR RETURN
Best 35.73 (2003) 24.55 (2003-2005)
Worst -40.02 (2008) -13.87 (2007-2009)
Morningstar 1-day, 1-week, 4-week data updated daily
All other Morningstar returns data through 04/30/2013
* Comparison index: MSCI World NR USD
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Financial data in US dollars | Page generated 2:13 PM ET