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 Mon 2025-08-11 YTD
Return
TR
Price
PFRSX
×
+0.36%
2025-08-11
1.754 TR
2025-08-11
Real Estate Securities Fund R-6 Mutual Fund

Returns

Wed 2016-11-23? to Mon 2025-08-11 Overall
Return
Exponential
Trendline
PFRSX
×
+75.36%
+6.66%/yr
+6.47%/yr
(R2=0.740)
Real Estate Securities Fund R-6 Mutual Fund

Growth of $10,000

Wed 2016-11-23? to Mon 2025-08-11 Start
Value
End
Value
PFRSX
×
$10,000.00
2016-11-23
$17,536.24
2025-08-11
Real Estate Securities Fund R-6 Mutual Fund

Annual Returns

Year PFRSX
2025 (YTD) +0.36%
2024 +5.49%
2023 +13.39%
2022 −25.17%
2021 +39.72%
2020 −3.22%
2019 +31.21%
2018 −4.25%
2017 +9.06%
2016 +5.35%

Drawdowns

Wed 2016-11-23? to Mon 2025-08-11 Current
Drawdown
Worst
Drawdown
PFRSX
×
−10.16% −41.24%
2020-03-23
Real Estate Securities Fund R-6 Mutual Fund