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 Mon 2026-05-11 YTD
Return 		TRR
Price
PFRSX × 		+9.78%
2026-05-11 		1.447 TRR
2026-05-11
Real Estate Securities Fund R-6 Mutual Fund

Returns

Wed 2016-11-23? to Mon 2026-05-11 Overall
Return 		Exponential
Trendline
PFRSX × 		+44.71%
+3.98%/yr 		+2.43%/yr
(R2=0.308)
Real Estate Securities Fund R-6 Mutual Fund

Growth of $10,000

Wed 2016-11-23? to Mon 2026-05-11 Start
Value 		End
Value
PFRSX × 		$10,000.00
2016-11-23 		$14,471.41
2026-05-11
Real Estate Securities Fund R-6 Mutual Fund

Annual Returns

Year PFRSX
2026 (YTD) +9.78%
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%

Drawdowns

Wed 2016-11-23? to Mon 2026-05-11 Current
Drawdown 		Worst
Drawdown
PFRSX × 		−14.39% −41.23%
2020-03-23
Real Estate Securities Fund R-6 Mutual Fund

Rolling Returns

Period ending Mon 2026-05-11 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
PFRSX × 		+7.09%/yr
+7.12% total 		+9.28%/yr
+19.43% total 		+6.36%/yr
+20.32% total 		+0.23%/yr
+1.16% total 		—
Real Estate Securities Fund R-6 Mutual Fund