FARCX vs. PURZX

In the year-to-date period, FARCX achieves a -0.44% return, which is significantly lower than PURZX's 4.07% return. Over the past 10 years, FARCX has outperformed PURZX with an annualized return of 5.25%, while PURZX has yielded a comparatively lower 3.50% annualized return.

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FARCX has a 0.97% expense ratio, which is higher than PURZX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Securities Fund (FARCX) and PGIM Global Real Estate Fund (PURZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FARCX Sharpe Ratio is 0.74, which is comparable to the PURZX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FARCX and PURZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FARCX's dividend yield for the trailing twelve months is around 9.37%, more than PURZX's 2.58% yield.

The maximum FARCX drawdown since its inception was -70.62%, roughly equal to the maximum PURZX drawdown of -69.61%. Use the drawdown chart below to compare losses from any high point for FARCX and PURZX.

Nuveen Real Estate Securities Fund (FARCX) has a higher volatility of 4.60% compared to PGIM Global Real Estate Fund (PURZX) at 4.09%. This indicates that FARCX's price experiences larger fluctuations and is considered to be riskier than PURZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.