All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
PFRSX real return snapshot: after CPI-U inflation, PFRSX returned +6.59% over the past year and +8.98% YTD, with dividends reinvested. Since Nov. 23, 2016, PFRSX is up +43.66% in real purchasing-power return, or +3.88%/yr, and is currently −15.01% below its real total-return high on Dec. 31, 2021.
| Wed 2016-11-23💬 to Fri 2026-05-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| PFRSX × |
+8.98%
2026-05-29 |
+6.59%
2026-05-29 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Wed 2016-11-23💬 to Fri 2026-05-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| PFRSX × |
+43.66%
+3.88%/yr |
+2.44%/yr
(R2=0.313) |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Wed 2016-11-23💬 to Fri 2026-05-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| PFRSX × |
$10,000.00
2016-11-23 |
$14,365.84
2026-05-29 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Year | PFRSX |
|---|---|
| 2026 (YTD) | +8.98% |
| 2025 | −1.38% |
| 2024 | +2.54% |
| 2023 | +9.72% |
| 2022 | −29.71% |
| 2021 | +30.53% |
| 2020 | −4.52% |
| 2019 | +28.28% |
| 2018 | −6.04% |
| 2017 | +6.80% |
| 2016 | +5.36% |
| Wed 2016-11-23💬 to Fri 2026-05-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| PFRSX × |
−15.01%
from 2021-12-31 peak |
−41.23%
2020-03-23 from 2020-02-14 peak |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Period ending Fri 2026-05-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| PFRSX × | +6.59% |
+20.94% +9.98%/yr |
+24.38% +7.52%/yr |
−1.70% −0.34%/yr |
— | |
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
