| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.71% | -9.92% | -1.25% | 16.68% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.66% | 14.54% | 17.44% |
| Negative volatility | 12.27% | 11.05% | 11.97% |
| Sharpe | Neg | Neg | 0.13 |
| Sortino | Neg | Neg | 0.19 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman US Real Estate Securities A Dis $ | 51.88% | -24.12% | 5.88% | 8.38% | -13.77% | 7.71% | |
| Equity Sector - Real Estate (America) | 48.60% | -13.79% | 5.85% | 14.53% | -9.03% | 9.01% | |