Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2021
YTD
202020192018
AIAGX Aberdeen Realty Income & Growth Fund                                                                              23.8%-20.3%7.7%-7.8%
AIGYX Aberdeen Realty Income & Growth Fund                                                                              23.9%-20.2%7.6%-7.6%
APRAX AAM/Phocas Real Estate Fund                                                                              23.3%-2.4%24.4%-11%
APRIX AAM/Phocas Real Estate Fund                                                                              23.3%-2.5%24.7%-3.2%
AREDX American Century Real Estate Fund                                                                              24.7%-9.9%20.5%-3.8%
AREEX American Century Real Estate Fund                                                                              24.7%-10%20.3%-4.5%
AREWX American Century Real Estate Fund                                                                              24.7%-10%20.2%-4.8%
ARREX American Century Real Estate Fund                                                                              24.7%-9.9%20%-4.7%
ARYCX American Century Real Estate Fund                                                                              24.5%-10%19.8%-5.4%
ARYEX American Century Real Estate Fund                                                                              24.8%-9.9%20.4%-4.6%
BAREX BlackRock Real Estate Securities Fund                                                                              27.2%-6.4%25.3%-3.3%
BCREX BlackRock Real Estate Securities Fund                                                                              27%-6.4%25.2%-3.9%
BIREX BlackRock Real Estate Securities Fund                                                                              27.2%-6.4%25.3%-2.9%
BREFX Baron Real Estate Fund                                                                              14.3%34.5%26%-22.2%
BREIX Baron Real Estate Fund                                                                              14.4%35%26.4%-22%
BREUX Baron Real Estate Fund                                                                              14.4%35%26.5%-22%
BRIFX Baron Real Estate Income Fund                                                                              16.8%20.9%35%-11.3%
BRIIX Baron Real Estate Income Fund                                                                              16.7%21.1%34.9%-11%
BRIUX Baron Real Estate Income Fund                                                                              16.8%21.2%34.8%-11%
BRUAX Brookfield US Listed Real Estate Fund                                                                              0%-22%21.3%-7.1%
BRUCX Brookfield US Listed Real Estate Fund                                                                              0%-22%22.4%-7.8%
BRUIX Brookfield US Listed Real Estate Fund                                                                              0%-21.9%21.4%-6.9%
BRUYX Brookfield US Listed Real Estate Fund                                                                              0%-21.9%21.4%-7%
CGMRX CGM Realty Fund                                                                              14.7%-4.6%1.5%-20.2%
CIRRX Cohen & Steers Real Estate Securities Fund, Inc                                                                              25.2%-7.4%22%-4.7%
CLARX Voya Real Estate Fund                                                                              26.8%-8.8%7.9%-8.3%
CRARX Voya Real Estate Fund                                                                              26.8%-8.4%10.4%-8%
CRCRX Voya Real Estate Fund                                                                              27.2%-8.8%9.7%-9%
CREAX Columbia Real Estate Equity Fund                                                                              22.1%-10.7%14.1%-7.4%
CRECX Columbia Real Estate Equity Fund                                                                              22.1%-10.6%14.5%-8.2%
CREEX Columbia Real Estate Equity Fund                                                                              23.1%-10.7%14.8%-7.2%
CREFX Cohen & Steers Real Estate Securities Fund, Inc                                                                              25.8%-7.4%22%-4.2%
CRERX Columbia Real Estate Equity Fund                                                                              22.3%-10.6%15.2%-7.3%
CREYX Columbia Real Estate Equity Fund                                                                              22.3%-10.6%14.2%-7%
CRRVX Columbia Real Estate Equity Fund                                                                              22.1%-10.7%14%-7.1%
CRSRX Columbia Real Estate Equity Fund                                                                              22.1%-10.6%14.1%-7.8%
CRWRX Voya Real Estate Fund                                                                              26.2%-9%7.9%-8.6%
CSCIX Cohen & Steers Real Estate Securities Fund, Inc                                                                              24.9%-8.3%20.4%-5.1%
CSDIX Cohen & Steers Real Estate Securities Fund, Inc                                                                              25.2%-7.4%22%-4.2%
CSEIX Cohen & Steers Real Estate Securities Fund, Inc                                                                              25.1%-7.7%21.4%-4.5%
CSRIX Cohen & Steers Institutional Realty Shares, Inc                                                                              25.8%-7.6%19.5%-3.9%
CSZIX Cohen & Steers Real Estate Securities Fund, Inc                                                                              25.2%-7.4%22%-4.2%
DAREX Dunham Real Estate Stock Fund                                                                              6.5%11.8%18.3%-6.6%
DCREX Dunham Real Estate Stock Fund                                                                              6.1%10.3%17.4%-7.3%
DFREX DFA Real Estate Securities Portfolio                                                                              26.3%-8.3%25.2%-3%
DNREX Dunham Real Estate Stock Fund                                                                              5.3%12%18.2%-6.4%
DPRCX Delaware Real Estate Investment Trust Portfolio                                                                              12%-0.6%25.4%-8.4%
DPRDX Delaware Real Estate Investment Trust Portfolio                                                                              12%-0.7%25.8%-7.5%
DPREX Delaware Real Estate Investment Trust Portfolio                                                                              12%-0.7%25.7%-7.8%
DPRRX Delaware Real Estate Investment Trust Portfolio                                                                              12%-0.6%25.6%-8%
DPRSX Delaware Real Estate Investment Trust Portfolio                                                                              12.1%-0.7%25.8%-7.6%
DRECX Davis Real Estate Fund                                                                              26.3%-10%21.9%-5.3%
DREYX Davis Real Estate Fund                                                                              26.6%-10.1%21.9%-4.3%
EAREX Eaton Vance Real Estate Fund                                                                              -34.8%-12.9%18.9%-4.6%
EIREX Eaton Vance Real Estate Fund                                                                              -34.8%-12.9%19%-4.5%
FARCX Nuveen Real Estate Securities Fund                                                                              24.4%-9%12.3%-5.6%
FESIX Fidelity SAI Real Estate Index Fund                                                                              26.4%-13.5%18.6%-4.2%
FFERX Fidelity Flex Real Estate Fund                                                                              28%-13.1%23.1%-3.9%
FHEAX Fidelity Advisor Real Estate Fund                                                                              25.3%-10.3%13.2%-6.7%
FHECX Fidelity Advisor Real Estate Fund                                                                              24.8%-10.6%12.7%-7.4%
FHEIX Fidelity Advisor Real Estate Fund                                                                              25.5%-10.3%13.2%-6.3%
FHETX Fidelity Advisor Real Estate Fund                                                                              25.2%-10.3%13.1%-6.9%
FIKJX Fidelity Advisor Real Estate Fund                                                                              25.5%-10.3%13.3%-5.1%
FREAX Nuveen Real Estate Securities Fund                                                                              25.1%-9%12.1%-5.8%
FREEX Franklin Real Estate Securities Fund                                                                              25.3%-11%7.8%-6.6%
FREGX Nuveen Real Estate Securities Fund                                                                              24.4%-9%12.5%-5.4%
FRESX Fidelity Real Estate Investment Portfolio                                                                              27.2%-12.2%17%-4%
FRIFX Fidelity Real Estate Income Fund                                                                              14.3%-5.8%11.7%-0.6%
FRINX Fidelity Advisor Real Estate Income Fund                                                                              14.3%-5.8%11.6%-0.8%
FRIOX Fidelity Advisor Real Estate Income Fund                                                                              13.7%-5.9%11.5%-1.7%
FRIQX Fidelity Advisor Real Estate Income Fund                                                                              14.2%-5.8%11.6%-0.9%
FRIRX Fidelity Advisor Real Estate Income Fund                                                                              14.4%-5.8%11.7%-0.6%
FRLAX Franklin Real Estate Securities Fund                                                                              25.5%-10.9%8.1%-6.4%
FRLCX Nuveen Real Estate Securities Fund                                                                              25%-9%11.8%-6.5%
FRRSX Franklin Real Estate Securities Fund                                                                              24.8%-11.5%6.6%-7.3%
FRSSX Nuveen Real Estate Securities Fund                                                                              19.2%-8.9%12.3%-6%
FSERX Franklin Real Estate Securities Fund                                                                              25.8%-10.9%8.2%-6.2%
FSREX Fidelity Series Real Estate Income Fund                                                                              11.8%-5.7%9.2%0.7%
FSRNX Fidelity Real Estate Index Fund                                                                              26.4%-14.3%18.5%-4.2%
GMJPX Goldman Sachs Real Estate Securities Fund                                                                              27%-16.4%6%4.2%
GREAX Goldman Sachs Real Estate Securities Fund                                                                              27%-16.9%5.2%-5.4%
GRECX Goldman Sachs Real Estate Securities Fund                                                                              26.8%-17.5%4.3%-6.1%
GREIX Goldman Sachs Real Estate Securities Fund                                                                              27%-16.4%6%-5%
GRERX Goldman Sachs Real Estate Securities Fund                                                                              26.9%-17%5%-5.6%
GRESX Goldman Sachs Real Estate Securities Fund                                                                              27%-16.8%5.4%-5.6%
GRETX Goldman Sachs Real Estate Securities Fund                                                                              27.7%-16.7%5.5%-5.2%
GREUX Goldman Sachs Real Estate Securities Fund                                                                              27%-16.4%6%-5%
GUMAX Guggenheim Market Neutral Real Estate Fund                                                                              0.4%6.2%1.8%-0.2%
GUMCX Guggenheim Market Neutral Real Estate Fund                                                                              -0.4%5.4%1.6%-1.1%
GUMNX Guggenheim Market Neutral Real Estate Fund                                                                              0.3%6.4%1.7%-0.2%
GUMPX Guggenheim Market Neutral Real Estate Fund                                                                              0%6.2%1.6%-0.6%
GURAX Guggenheim Risk Managed Real Estate Fund                                                                              26.1%0%0%0%
GURCX Guggenheim Risk Managed Real Estate Fund                                                                              25.1%0%0%0%
GURIX Guggenheim Risk Managed Real Estate Fund                                                                              25.2%0%0%0%
GURPX Guggenheim Risk Managed Real Estate Fund                                                                              25.2%0%0%0%
HLPPX REMS Real Estate Value-Opportunity Fund                                                                              25.7%-12.2%28.9%-13.9%
HLRRX REMS Real Estate Value-Opportunity Fund                                                                              25.9%-12.2%28.7%-13.6%
HTMIX Heitman US Real Estate Securities Fund                                                                              27.2%-6.3%16.3%-3.6%
HTMNX Heitman US Real Estate Securities Fund                                                                              27.9%-6.4%16.3%-3.9%
IARAX Invesco Real Estate Fund                                                                              26.4%-17.5%17%-5.7%
IARCX Invesco Real Estate Fund                                                                              25.7%-17.4%16.8%-6.4%
IARFX Invesco Real Estate Fund                                                                              25.8%-17.4%17.5%-5.2%
IARIX Invesco Real Estate Fund                                                                              26.5%-17.4%17.5%-5.3%
IARRX Invesco Real Estate Fund                                                                              25.8%-17.4%17.4%-5.9%
IARYX Invesco Real Estate Fund                                                                              25.9%-17.5%17%-5.4%
ICRPX VY Clarion Real Estate Portfolio                                                                              28.4%-20.1%24.8%-8%
IREEX Ivy Securian Real Estate Securities Fund                                                                              29.1%-5.2%13.1%-5.6%
IREIX Ivy Securian Real Estate Securities Fund                                                                              29.3%-5.2%13.3%-5.3%
IREWX Voya Real Estate Fund                                                                              0%0%13.7%-8.1%
IRSAX Ivy Securian Real Estate Securities Fund                                                                              29.1%-5.3%13.1%-5.7%
IRSBX Ivy Securian Real Estate Securities Fund                                                                              28.3%-5.3%12.4%-6.6%
IRSCX Ivy Securian Real Estate Securities Fund                                                                              29.2%-5.3%12.6%-6.3%
IRSEX Ivy Securian Real Estate Securities Fund                                                                              29.4%-5.2%13.3%-5.1%
IRSRX Ivy Securian Real Estate Securities Fund                                                                              29.7%-5.2%13.1%-5.9%
IRSYX Ivy Securian Real Estate Securities Fund                                                                              29.1%-5.2%13.1%-5.5%
IVRIX VY Clarion Real Estate Portfolio                                                                              28.4%-19.5%24.9%-7.5%
IVRSX VY Clarion Real Estate Portfolio                                                                              28.3%-19.4%24.9%-7.7%
IVRTX VY Clarion Real Estate Portfolio                                                                              28.5%-19.5%24.9%-7.8%
JIREX John Hancock Real Estate Securities Fund                                                                              27.9%-7.3%18.6%-3.5%
JPINX JPMorgan Realty Income Fund                                                                              25.1%-8%19.2%-6.9%
JRIRX JPMorgan Realty Income Fund                                                                              25.2%-8.1%19.4%-7%
LREIX Lazard US Realty Equity Portfolio                                                                              29.6%-9.5%13.7%-7.8%
LREOX Lazard US Realty Equity Portfolio                                                                              29.3%-9.7%13.8%-8.1%
MNREX Manning & Napier Real Estate Series                                                                              26.9%-8.5%24.6%-6.9%
MNRIX Manning & Napier Real Estate Series                                                                              27.2%-12.6%17.1%-6.9%
MRASX AMG Managers CenterSquare Real Estate Fund                                                                              26.3%-4.8%15.5%-5.4%
MRESX AMG Managers CenterSquare Real Estate Fund                                                                              25.4%-4.8%15.5%-5.5%
MRETX Morgan Stanley Institutional Fund US Real Estate Portfolio                                                                              25.1%-20.7%2.4%-5.7%
MREZX AMG Managers CenterSquare Real Estate Fund                                                                              26.3%-4.8%15.5%-5.3%
MSULX Morgan Stanley Institutional Fund US Real Estate Portfolio                                                                              25%-20.8%1.7%-9.1%
MSURX Morgan Stanley Institutional Fund US Real Estate Portfolio                                                                              24.9%-20.7%1.6%-9.4%
MSUSX Morgan Stanley Institutional Fund US Real Estate Portfolio                                                                              25.1%-20.7%2.4%-8.4%
MURSX Morgan Stanley Institutional Fund US Real Estate Portfolio                                                                              25.1%-20.7%2.4%-8.3%
MUSDX Morgan Stanley Institutional Fund US Real Estate Portfolio                                                                              24.9%-20.6%1.7%-8.7%
MXGIX Great-West Real Estate Index Fund                                                                              0%-18.5%14.5%-1.1%
MXREX Great-West Real Estate Index Fund                                                                              28.7%-13.3%16.1%-4.9%
MXSFX Great-West Real Estate Index Fund                                                                              28.4%-14.3%14.2%-4.7%
NBRFX Neuberger Berman Real Estate Fund                                                                              25.7%-3.6%24.9%-5.3%
NBRIX Neuberger Berman Real Estate Fund                                                                              25.8%-3.6%25%-5.3%
NRCFX Natixis AEW Real Estate Fund                                                                              17.9%-9.3%6.6%-5.4%
NREAX Neuberger Berman Real Estate Fund                                                                              25.7%-3.6%25.6%-5.6%
NRECX Neuberger Berman Real Estate Fund                                                                              25.8%-3.4%24.9%-6.3%
NRERX Neuberger Berman Real Estate Fund                                                                              25.8%-3.5%25.5%-5.8%
NRFAX Natixis AEW Real Estate Fund                                                                              18%-9.3%6.5%-4.7%
NRFNX Natixis AEW Real Estate Fund                                                                              17.8%-9.7%5.2%-4.5%
NRFYX Natixis AEW Real Estate Fund                                                                              17.7%-9.7%5.1%-4.5%
NRREX Neuberger Berman Real Estate Fund                                                                              25.7%-3.6%24.9%-5.1%
OREAX Oppenheimer Real Estate Fund                                                                              0%0%19.8%-5.9%
ORECX Oppenheimer Real Estate Fund                                                                              0%0%19.6%-6.6%
OREIX Oppenheimer Real Estate Fund                                                                              0%0%19.9%-5.5%
ORENX Oppenheimer Real Estate Fund                                                                              0%0%20.4%-6.2%
OREYX Oppenheimer Real Estate Fund                                                                              0%0%19.9%-5.7%
PAREX T Rowe Price Real Estate Fund, Inc                                                                              28.6%-37.6%4%-9.3%
PCREX Pioneer Real Estate Shares                                                                              22.1%-9.8%4.2%-8.1%
PETAX PIMCO RealEstateRealReturn Strategy Fund                                                                              20.8%-11.7%21.6%-6.7%
PETCX PIMCO RealEstateRealReturn Strategy Fund                                                                              18.5%-13.5%20%-7.5%
PETPX PIMCO RealEstateRealReturn Strategy Fund                                                                              21.9%-10.9%22.5%-6.5%
PFRSX Principal Real Estate Securities Fund                                                                              25.4%-6%27.7%-4.2%
PHRAX Virtus Duff & Phelps Real Estate Securities Fund                                                                              27%-7.6%4.3%-7.4%
PHRCX Virtus Duff & Phelps Real Estate Securities Fund                                                                              27.8%-7.5%4.3%-8%
PHRIX Virtus Duff & Phelps Real Estate Securities Fund                                                                              27.8%-7.6%4.3%-7.1%
PIREX Principal Real Estate Securities Fund                                                                              25.4%-6%27.1%-4.3%
PJEAX PGIM US Real Estate Fund                                                                              30.7%-6.4%25.8%-3.8%
PJEBX PGIM US Real Estate Fund                                                                              0%-16.8%25.7%-4.6%
PJECX PGIM US Real Estate Fund                                                                              30.5%-6.4%25.7%-4.6%
PJEQX PGIM US Real Estate Fund                                                                              30.9%-6.4%25.9%-3.5%
PJEZX PGIM US Real Estate Fund                                                                              30.8%-6.4%25.9%-3.5%
PNRNX PIMCO RealEstateRealReturn Strategy Fund                                                                              21.9%-10.7%22.5%-0.6%
PRAEX Principal Real Estate Securities Fund                                                                              25.2%-5.9%27.1%-5.1%
PRCEX Principal Real Estate Securities Fund                                                                              25.2%-6%27.1%-5.4%
PREJX Principal Real Estate Securities Fund                                                                              25.3%-6.1%27%-4.6%
PRENX Principal Real Estate Securities Fund                                                                              2%-6%26.9%-5%
PREPX Principal Real Estate Securities Fund                                                                              25.3%-6.1%27%-4.5%
PRERX Principal Real Estate Securities Fund                                                                              25.2%-6%27.4%-4.8%
PRETX Principal Real Estate Securities Fund                                                                              25.3%-6.1%26.9%-4.6%
PRRAX Principal Real Estate Securities Fund                                                                              25.3%-5.9%27.1%-4.7%
PRRSX PIMCO RealEstateRealReturn Strategy Fund                                                                              22.3%-10.6%22.7%-6.4%
PWREX Pioneer Real Estate Shares                                                                              22.2%-9.8%4.2%-7.5%
PYREX Pioneer Real Estate Shares                                                                              22.7%-9.8%4.2%-7.1%
RAAAX Altegris/AACA Opportunistic Real Estate Fund                                                                              5.5%19.2%43%-18.4%
RAAIX Altegris/AACA Opportunistic Real Estate Fund                                                                              4.9%19.1%43.1%-18.2%
RAANX Altegris/AACA Opportunistic Real Estate Fund                                                                              4.8%19.2%43%-18.4%
REACX American Century Real Estate Fund                                                                              24.7%-9.9%20%-4.2%
REAIX American Century Real Estate Fund                                                                              24.7%-9.9%20%-4%
REIAX West Loop Realty Fund                                                                              27.2%-6%22.6%-9.2%
REICX West Loop Realty Fund                                                                              26.3%-6%22.5%-9.9%
REIIX West Loop Realty Fund                                                                              27.3%-5.9%22.5%-8.9%
REINX Invesco Real Estate Fund                                                                              25.7%-17.4%17.4%-5.7%
RENIX Shelton Real Estate Income Fund                                                                              0%-11.8%24.5%-6.3%
RENTX Shelton Real Estate Income Fund                                                                              0%-12%24%-6.5%
RPFRX Davis Real Estate Fund                                                                              26.6%-10%21.9%-4.5%
RREFX REMS Real Estate Income 50/50 Fund                                                                              0%-13.7%21.8%-9.4%
RREIX REMS Real Estate Income 50/50 Fund                                                                              0%-13.6%21.8%-9.2%
RRRAX DWS RREEF Real Estate Securities Fund                                                                              25.7%-8.6%19.7%-3.5%
RRRCX DWS RREEF Real Estate Securities Fund                                                                              25.5%-8.5%19.8%-4.2%
RRREX DWS RREEF Real Estate Securities Fund                                                                              25.7%-8.6%20.3%-3.3%
RRRRX DWS RREEF Real Estate Securities Fund                                                                              25.8%-8.6%19.8%-3.2%
RRRSX DWS RREEF Real Estate Securities Fund                                                                              25.7%-8.6%19.7%-3.8%
RRRTX DWS RREEF Real Estate Securities Fund                                                                              25.6%-8.5%20.3%-3.5%
RRRZX DWS RREEF Real Estate Securities Fund                                                                              25.6%-8.5%19.7%-3.1%
RYCRX Rydex Real Estate Fund                                                                              22.8%-15.5%21.1%-8.3%
RYHRX Rydex Real Estate Fund                                                                              22.4%-13.5%22.3%-7.5%
RYREX Rydex Real Estate Fund                                                                              22.4%-13.5%22.3%-7.6%
SACRX Spirit of America Real Estate Income & Growth Fund                                                                              19.2%-12.8%18.9%-7.4%
SAREX SA Real Estate Securities Fund                                                                              27.2%-9.8%21.5%-4%
SARLX SA Real Estate Securities Fund                                                                              27.3%-9.8%21.5%-3.8%
SEIRX SEI Real Estate Fund                                                                              28%-9.6%15%-6.1%
SETAX SEI Real Estate Fund                                                                              28%-9.5%15.1%-5.9%
SOAAX Spirit of America Real Estate Income & Growth Fund                                                                              18.6%-12.6%19.2%-6.8%
SREYX SEI Real Estate Fund                                                                              28.1%-9.5%15.2%-5.7%
STMDX Sterling Capital Stratton Real Estate Fund                                                                              23.5%-4.8%20.1%-2.8%
STMMX Sterling Capital Stratton Real Estate Fund                                                                              23.5%-4.8%20%-3.1%
STMOX Sterling Capital Stratton Real Estate Fund                                                                              23.4%-5%19.8%-3.8%
TCREX TIAA-CREF Real Estate Securities Fund                                                                              23.8%-0.8%23.7%-4.4%
TIREX TIAA-CREF Real Estate Securities Fund                                                                              24.1%-0.8%23.3%-4.1%
TIRHX TIAA-CREF Real Estate Securities Fund                                                                              23.8%-0.7%23.3%-4.2%
TIRRX T Rowe Price Real Estate Fund, Inc                                                                              29.2%-38%3.7%-8.9%
TRREX T Rowe Price Real Estate Fund, Inc                                                                              28.6%-38%3.7%-9.1%
TRRPX TIAA-CREF Real Estate Securities Fund                                                                              23.8%-0.7%23.3%-4.2%
TRRSX TIAA-CREF Real Estate Securities Fund                                                                              24.1%-0.6%23.7%-4.3%
URTAX JPMorgan Realty Income Fund                                                                              25.7%-8.2%19.4%-7.4%
URTCX JPMorgan Realty Income Fund                                                                              25.1%-8.3%18.7%-7.9%
URTDX JPMorgan Realty Income Fund                                                                              25.1%-8.2%19.5%-7.2%
URTLX JPMorgan Realty Income Fund                                                                              25.2%-8.1%19.3%-7.1%
VGSIX Vanguard Real Estate Index Fund                                                                              24.6%-8.5%24.5%-6.1%
VGSLX Vanguard Real Estate Index Fund                                                                              24.6%-8.5%24.5%-6%
VGSNX Vanguard Real Estate Index Fund                                                                              24.6%-8.5%24.5%-6%
VNQ Vanguard Real Estate Index Fund                                                                              24.3%0%0%0%
VREPX Voya Real Estate Fund                                                                              0%0%25.9%-23.4%
VREQX Voya Real Estate Fund                                                                              26.7%-8.4%10.5%-8%
VRREX Virtus Duff & Phelps Real Estate Securities Fund                                                                              27.2%-7.5%5.1%-7%
VRTPX Vanguard Real Estate II Index Fund                                                                              24.7%-8.4%24.4%-6%