All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

PFRSX: Total Return Chart (with Dividends Reinvested)

Wed 2016-11-23? to Wed 2026-04-01 YTD
Return
TR
Price
PFRSX
×
+3.17%
2026-04-01
2.027 TR
2026-04-01
Real Estate Securities Fund R-6 Mutual Fund

Returns

Wed 2016-11-23? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
PFRSX
×
+102.72%
+7.85%/yr
+7.54%/yr
(R2=0.821)
Real Estate Securities Fund R-6 Mutual Fund

Growth of $10,000

Wed 2016-11-23? to Wed 2026-04-01 Start
Value
End
Value
PFRSX
×
$10,000.00
2016-11-23
$20,271.61
2026-04-01
Real Estate Securities Fund R-6 Mutual Fund

Annual Returns

Year PFRSX
2026 (YTD) +3.17%
2025 +1.26%
2024 +7.25%
2023 +13.39%
2022 −24.40%
2021 +43.27%
2020 −2.89%
2019 +32.41%
2018 −2.42%
2017 +11.45%
2016 +5.35%

Drawdowns

Wed 2016-11-23? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
PFRSX
×
−5.92% −41.24%
2020-03-23
Real Estate Securities Fund R-6 Mutual Fund