The Best REIT Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of REIT mutual funds.
Category is REIT
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return 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% | 1.47% | 1.70% | 2.32% | 17 | ||||||||
| abrdn Realty Income & Growth Fund | REIT | Dec 29, 1998 | 1.01% | 6.07% | 7.54% | 7.97% | 24 | ||||||||
| AB Global Real Estate Investment Fund II | REIT | Dec 8, 1997 | 0.74% | 0.95% | 4.52% | 3.65% | 22 | ||||||||
| American Century Global Real Estate Fund | REIT | Apr 28, 2011 | 1.11% | 1.72% | 5.62% | 2.98% | 19 | ||||||||
| Invesco Global Real Estate Income Fund | REIT | May 30, 2002 | 1.20% | 1.87% | 2.65% | 2.57% | 25 | ||||||||
| abrdn Global Premier Properties Fund | REIT | Feb 13, 2007 | 1.19% | 1.13% | 6.68% | 12.74% | 18 | ||||||||
| iShares Developed Real Estate Index Fund | REIT | Aug 12, 2015 | 0.19% | 1.72% | 3.21% | 6.72% | 27 | ||||||||
| BlackRock Real Estate Securities Fund | REIT | Sep 28, 2012 | 0.75% | 3.71% | 5.63% | 2.87% | 12 | ||||||||
| Brookfield Global Listed Real Estate Fund | REIT | Nov 29, 2011 | 0.95% | 1.43% | 2.84% | 3.33% | 31 | ||||||||
| Baron Real Estate Fund Retail Shares | REIT | Dec 31, 2009 | 1.31% | -5.46% | 10.29% | 3.85% | 10 | ||||||||
| Baron Real Estate Fund | REIT | Dec 31, 2009 | 1.05% | -5.39% | 10.64% | 4.01% | 13 | ||||||||
| Baron Real Estate Income Fund | REIT | Dec 29, 2017 | 1.08% | 1.12% | — | 1.60% | 14 | ||||||||
| Commonwealth Real Estate Securities Fund | REIT | Jan 5, 2004 | 2.44% | -0.14% | 5.25% | 3.14% | 5 | ||||||||
| MainStay CBRE Real Estate Fund | REIT | Dec 31, 1996 | 0.83% | 4.03% | 4.31% | 1.66% | 7 | ||||||||
| Columbia Real Estate Equity Fund | REIT | Apr 4, 1994 | 1.01% | 4.31% | 5.17% | 6.01% | 10 | ||||||||
| Redwood Real Estate Income Fund | REIT | Jun 23, 2023 | 5.16% | 1.28% | — | 6.69% | 100 | ||||||||
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | Jul 15, 1998 | 0.84% | 2.48% | 6.43% | 3.00% | 8 | ||||||||
| Cohen & Steers Real Estate Securities Fund, Inc. | REIT | Sep 2, 1997 | 1.10% | 2.42% | 6.15% | 3.05% | 9 | ||||||||
| Cohen & Steers Realty Shares Fund Class Z | REIT | Jul 2, 1991 | 0.80% | 2.83% | — | 2.32% | 7 | ||||||||
| Cohen & Steers Institutional Realty Shares | REIT | Feb 14, 2000 | 0.76% | 2.92% | 6.43% | 2.38% | 9 |
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