| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.87% | -9.24% | 1.02% | 21.20% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.62% | 14.53% | 17.44% |
| Negative volatility | 12.11% | 10.91% | 11.84% |
| Sharpe | Neg | Neg | 0.17 |
| Sortino | Neg | Neg | 0.26 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman US Real Estate Securities I Cap $ | 53.10% | -23.56% | 6.70% | 9.17% | -13.13% | 7.87% | |
| Equity Sector - Real Estate (America) | 48.60% | -13.79% | 5.85% | 14.53% | -9.03% | 9.01% | |