| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.44% | -9.83% | -0.17% | 17.45% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.61% | 14.52% | 17.44% |
| Negative volatility | 12.22% | 11.03% | 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 DisM $ | 51.92% | -24.10% | 5.88% | 8.38% | -13.81% | 8.44% | |
| Equity Sector - Real Estate (America) | 48.60% | -13.79% | 5.85% | 14.53% | -9.03% | 9.01% | |