All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PFRSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2016-11-23? to Fri 2025-08-01 YTD
Return
TRR
Price
PFRSX
×
−1.37%
2025-08-01
1.319 TRR
2025-08-01
Real Estate Securities Fund R-6 Mutual Fund

Returns

Wed 2016-11-23? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
PFRSX
×
+31.86%
+3.23%/yr
+2.61%/yr
(R2=0.287)
Real Estate Securities Fund R-6 Mutual Fund

Growth of $10,000

Wed 2016-11-23? to Fri 2025-08-01 Start
Value
End
Value
PFRSX
×
$10,000.00
2016-11-23
$13,186.09
2025-08-01
Real Estate Securities Fund R-6 Mutual Fund

Annual Returns

Year PFRSX
2025 (YTD) −1.37%
2024 +2.56%
2023 +9.69%
2022 −29.69%
2021 +30.52%
2020 −4.50%
2019 +28.27%
2018 −6.05%
2017 +6.82%
2016 +5.36%

Drawdowns

Wed 2016-11-23? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
PFRSX
×
−21.99% −41.21%
2020-03-23
Real Estate Securities Fund R-6 Mutual Fund