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Real Estate Mutual Funds List

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.


Year-to-Date Return

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10-Year Annualized Return

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Sharpe Ratio

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Omega ratio

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Sortino ratio

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Calmar ratio

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Ulcer Index

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10Y Volatility

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Maximum Drawdown

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Dividend Yield

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SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AIGYXabrdn Realty Income & Growth FundREITDec 29, 19981.01%0.5%5.1%10.2%-81.6%-0.4
APRIXAAM/Phocas Real Estate FundREITSep 29, 20061.49%-3.3%5.5%6.6%-69.7%-0.7
ARIIXAB Global Real Estate Investment Fund IIREITDec 8, 19970.74%-0.2%3.3%6.7%-70.4%-0.6
ARSYXAB Global Real Estate Investment FundREITSep 29, 19961.19%-1.3%2.6%2.0%-71.5%-0.6
ARYVXAmerican Century Global Real Estate FundREITApr 28, 20111.11%-1.3%3.9%7.1%-39.3%-0.6
ASRAXInvesco Global Real Estate Income FundREITMay 30, 20021.20%0.9%2.1%3.0%-64.5%-0.6
BIRDXiShares Developed Real Estate Index FundREITAug 12, 20150.19%-2.1%1.6%2.1%-43.0%-0.7
BIREXBlackRock Real Estate Securities FundREITSep 28, 20120.75%-3.3%5.8%6.3%-41.9%-0.7
BLRYXBrookfield Global Listed Real Estate FundREITNov 29, 20110.95%-2.0%2.3%2.5%-43.2%-0.6
BREIXBaron Real Estate FundREITDec 31, 20091.05%6.5%9.3%2.7%-38.5%-0.0
BRIIXBaron Real Estate Income FundREITDec 29, 20171.08%3.0%7.0%2.6%-37.1%-0.5
CNREXCommonwealth Real Estate Securities FundREITJan 5, 20042.44%3.2%4.6%0.6%-67.8%-0.2
CRARXMainStay CBRE Real Estate FundREITDec 31, 19960.83%-2.6%4.9%36.6%-72.3%-0.3
CREEXColumbia Real Estate Equity FundREITApr 4, 19941.01%2.3%5.3%6.4%-70.8%-0.3
CSEIXCohen & Steers Real Estate Securities Fund, Inc.REITSep 2, 19971.10%-1.6%6.7%8.8%-72.6%-0.6
CSRIXCohen & Steers Institutional Realty SharesREITFeb 14, 20000.76%-1.5%6.6%5.1%-72.3%-0.6
CSRSXCohen & Steers Realty Shares FundREITJul 2, 19910.88%-1.5%6.4%8.4%-72.5%-0.5
CSSPXCohen & Steers Global Realty Shares, Inc.REITMay 7, 19970.90%-0.6%3.9%3.0%-73.6%-0.6
DBRIXDoubleLine Real Estate and Income FundREITDec 17, 20181.71%-3.6%2.4%4.5%-46.7%-0.8
DCREXDunham Real Estate Stock FundREITDec 10, 20042.37%-0.9%1.6%0.0%-79.2%-0.8

1–20 of 118

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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