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    Stratton Real Estate (STMDX)

    35.06 Up 0.48(1.39%) Jul 7

    Performance Overview as of Jun 29, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:-5.83%
    5-Year Average Return:13.27%
    Number of Years Up:27
    Number of Years Down:7
    Best 1 Yr Total Return (2009-12-31):33.90%
    Worst 1 Yr Total Return (2008-12-31):-30.34%
    Best 3-Yr Total Return (N/A):20.12%
    Worst 3-Yr Total Return (N/A):-8.88%
    Load Adjusted Returns 
    1-Year:5.09%
    3-Year:9.36%
    5-Year:13.27%
    10-Year:6.89%
    Trailing Returns (%) vs. Benchmarks 
    ReturnSTMDXCategoryDiffIndex*Diff
    Year To Date-5.83N/AN/AN/AN/A
    1-Month-4.09N/AN/AN/AN/A
    3-Month-9.70N/AN/AN/AN/A
    1-Year5.09N/AN/AN/AN/A
    3-Year9.36N/AN/AN/AN/A
    5-Year13.27N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)28.52N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.60N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearSTMDXCategoryDiff
    2015N/AN/AN/A
    2014
     
    30.69N/AN/A
    2013
     
    2.35N/AN/A
    2012
     
    18.78N/AN/A
    2011
     
    5.19N/AN/A
    2010
     
    22.60N/AN/A
    2009
     
    33.90N/AN/A
    2008
     
    -30.34N/AN/A
    2007
     
    -15.35N/AN/A
    2006
     
    28.32N/AN/A
    2005
     
    4.10N/AN/A
    2004
     
    22.17N/AN/A
    2003
     
    32.38N/AN/A
    2002
     
    6.46N/AN/A
    2001
     
    22.98N/AN/A
    2000
     
    20.10N/AN/A
    1999
     
    -6.25N/AN/A
    1998
     
    -11.75N/AN/A
    1997
     
    18.08N/AN/A
    1996
     
    8.58N/AN/A
    1995
     
    23.45N/AN/A
    1994
     
    -12.13N/AN/A
    1993
     
    6.60N/AN/A
    1992
     
    10.33N/AN/A
    1991
     
    35.10N/AN/A
    1990
     
    -3.83N/AN/A
    1989
     
    18.76N/AN/A
    1988
     
    9.76N/AN/A
    1987
     
    -11.41N/AN/A
    1986
     
    20.47N/AN/A
    1985
     
    29.90N/AN/A
    1984
     
    21.19N/AN/A
    1983
     
    11.87N/AN/A
    1982
     
    20.71N/AN/A
    1981
     
    13.26N/AN/A
    1980N/AN/AN/A
    Past Quarterly Returns (%) for STMDX 
    Q1Q2Q3Q4
    20154.28-9.70N/AN/A
    20148.577.87-1.8913.74
    20139.34-3.23-2.88-0.39
    201210.843.221.222.57
    20115.891.82-13.9713.41
    20107.45-3.7011.875.90
    2009-24.2122.7532.878.32
    20082.20-5.229.29-34.19
    20071.51-5.97-0.20-11.14
    200613.88-2.069.035.53
    2005-7.4813.000.12-0.53
    200411.02-7.417.0411.04
    2003-0.3913.077.779.07
    200210.423.92-7.03-0.20
    20019.7812.06-6.667.11
    20000.6510.957.010.50
    1999-7.1712.83-6.97-3.78
    19981.68-3.80-6.78-3.22
    19970.694.809.422.27
    1996-1.251.55-2.1310.63
    19954.645.155.915.94
    1994-6.93-7.261.500.30
    19939.040.973.59-6.53
    1992-2.754.293.954.65
    199111.701.199.089.57
    1990-4.561.40-6.666.47
    19894.867.924.780.16
    19889.012.65-1.19-0.74
    19875.92-4.60-2.63-9.96
    198617.401.371.44-0.21
    19857.5512.39-6.4914.92
    1984-2.25-0.1713.669.27
    19836.003.187.15-4.54
    1982-0.541.159.879.20
    19810.838.51-2.816.51
    1980-6.811.99N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date52N/A
    1-Month28N/A
    3-Month42N/A
    6-Month52N/A
    1-Year23N/A
    3-Year11N/A
    5-Year62N/A