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Here you can find all the Real Estate asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Click on any item in the list to see complete information, including risk and performance analysis.


Asset Class: Real Estate
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Performance Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AGREX
Invesco Global Real Estate FundREITApr 28, 20051.38%
5.85%
2.69%
1.72%
12
abrdn Realty Income & Growth FundREITDec 29, 19981.01%
12.40%
6.91%
3.56%
23
AAM/Phocas Real Estate FundREITSep 29, 20061.49%
78
AB Global Real Estate Investment Fund IIREITDec 8, 19970.74%
9.75%
5.43%
2.60%
27
AB Global Real Estate Investment FundREITSep 29, 19961.19%
9.12%
4.80%
1.60%
24
American Century Global Real Estate FundREITApr 28, 20111.11%
11.93%
6.29%
2.22%
32
Invesco Global Real Estate Income FundREITMay 30, 20021.20%
3.96%
3.20%
3.45%
16
iShares Developed Real Estate Index FundREITAug 12, 20150.19%
8.88%
3.14%
23
BlackRock Real Estate Securities FundREITSep 28, 20120.75%
9.67%
7.85%
2.67%
25
Brookfield Global Listed Real Estate FundREITNov 29, 20110.95%
7.84%
3.32%
2.55%
15
Baron Real Estate FundREITDec 31, 20091.05%
14.40%
11.27%
0.39%
32
Baron Real Estate Income FundREITDec 29, 20171.08%
14.29%
1.41%
31
Commonwealth Real Estate Securities FundREITJan 5, 20042.44%
13.24%
7.10%
0.00%
52
MainStay CBRE Real Estate FundREITDec 31, 19960.83%
8.05%
6.58%
2.81%
23
Columbia Real Estate Equity FundREITApr 4, 19941.01%
12.35%
7.64%
29.07%
29
Cohen & Steers Real Estate Securities Fund, Inc.REITSep 2, 19971.10%
13.32%
8.72%
2.58%
35
Cohen & Steers Institutional Realty SharesREITFeb 14, 20000.76%
12.68%
8.53%
2.84%
34
Cohen & Steers Realty Shares FundREITJul 2, 19910.88%
12.67%
8.38%
3.19%
33
Cohen & Steers Global Realty Shares, Inc.REITMay 7, 19970.90%
9.03%
4.96%
2.63%
24
DoubleLine Real Estate and Income FundREITDec 17, 20181.71%

1–20 of 124

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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