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 Thu 2025-07-03 YTD
Return
TRR
Price
PFRSX
×
+1.31%
2025-07-03
1.354 TRR
2025-07-03
Real Estate Securities Fund R-6 Mutual Fund

Returns

Wed 2016-11-23? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
PFRSX
×
+35.36%
+3.58%/yr
+2.63%/yr
(R2=0.285)
Real Estate Securities Fund R-6 Mutual Fund

Growth of $10,000

Wed 2016-11-23? to Thu 2025-07-03 Start
Value
End
Value
PFRSX
×
$10,000.00
2016-11-23
$13,536.07
2025-07-03
Real Estate Securities Fund R-6 Mutual Fund

Annual Returns

Year PFRSX
2025 (YTD) +1.31%
2024 +2.53%
2023 +9.73%
2022 −29.72%
2021 +30.52%
2020 −4.52%
2019 +28.28%
2018 −6.04%
2017 +6.80%
2016 +5.33%

Drawdowns

Wed 2016-11-23? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
PFRSX
×
−19.89% −41.22%
2020-03-23
Real Estate Securities Fund R-6 Mutual Fund