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
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Performance Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Global Real Estate Fund | REIT | Apr 28, 2005 | 1.38% | 5.85% | 2.69% | 1.72% | 12 | ||||||||
| abrdn Realty Income & Growth Fund | REIT | Dec 29, 1998 | 1.01% | 12.40% | 6.91% | 3.56% | 23 | ||||||||
| AAM/Phocas Real Estate Fund | REIT | Sep 29, 2006 | 1.49% | — | — | — | 78 | ||||||||
| AB Global Real Estate Investment Fund II | REIT | Dec 8, 1997 | 0.74% | 9.75% | 5.43% | 2.60% | 27 | ||||||||
| AB Global Real Estate Investment Fund | REIT | Sep 29, 1996 | 1.19% | 9.12% | 4.80% | 1.60% | 24 | ||||||||
| American Century Global Real Estate Fund | REIT | Apr 28, 2011 | 1.11% | 11.93% | 6.29% | 2.22% | 32 | ||||||||
| Invesco Global Real Estate Income Fund | REIT | May 30, 2002 | 1.20% | 3.96% | 3.20% | 3.45% | 16 | ||||||||
| iShares Developed Real Estate Index Fund | REIT | Aug 12, 2015 | 0.19% | 8.88% | — | 3.14% | 23 | ||||||||
| BlackRock Real Estate Securities Fund | REIT | Sep 28, 2012 | 0.75% | 9.67% | 7.85% | 2.67% | 25 | ||||||||
| Brookfield Global Listed Real Estate Fund | REIT | Nov 29, 2011 | 0.95% | 7.84% | 3.32% | 2.55% | 15 | ||||||||
| Baron Real Estate Fund | REIT | Dec 31, 2009 | 1.05% | 14.40% | 11.27% | 0.39% | 32 | ||||||||
| Baron Real Estate Income Fund | REIT | Dec 29, 2017 | 1.08% | 14.29% | — | 1.41% | 31 | ||||||||
| Commonwealth Real Estate Securities Fund | REIT | Jan 5, 2004 | 2.44% | 13.24% | 7.10% | 0.00% | 52 | ||||||||
| MainStay CBRE Real Estate Fund | REIT | Dec 31, 1996 | 0.83% | 8.05% | 6.58% | 2.81% | 23 | ||||||||
| Columbia Real Estate Equity Fund | REIT | Apr 4, 1994 | 1.01% | 12.35% | 7.64% | 29.07% | 29 | ||||||||
| Cohen & Steers Real Estate Securities Fund, Inc. | REIT | Sep 2, 1997 | 1.10% | 13.32% | 8.72% | 2.58% | 35 | ||||||||
| Cohen & Steers Institutional Realty Shares | REIT | Feb 14, 2000 | 0.76% | 12.68% | 8.53% | 2.84% | 34 | ||||||||
| Cohen & Steers Realty Shares Fund | REIT | Jul 2, 1991 | 0.88% | 12.67% | 8.38% | 3.19% | 33 | ||||||||
| Cohen & Steers Global Realty Shares, Inc. | REIT | May 7, 1997 | 0.90% | 9.03% | 4.96% | 2.63% | 24 | ||||||||
| DoubleLine Real Estate and Income Fund | REIT | Dec 17, 2018 | 1.71% | — | — | — | — |
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.
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5 Years