| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.61% | -10.80% | -4.14% | 11.01% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.63% | 14.48% | 17.41% |
| Negative volatility | 12.40% | 11.18% | 12.11% |
| Sharpe | Neg | Neg | 0.07 |
| Sortino | Neg | Neg | 0.11 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman US Real Estate Securities M Cap $ | 50.43% | -24.90% | 4.84% | 7.29% | -14.62% | 7.61% | |
| Equity Sector - Real Estate (America) | 48.60% | -13.79% | 5.85% | 14.53% | -9.03% | 9.01% | |