Nasdaq - Delayed Quote • USD
T. Rowe Price Real Estate (TRREX)
At close: 8:01 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in the equity securities of real estate companies. It is likely to maintain a significant portion of assets in real estate investment trusts (REITs). REITs pool money to invest in properties (equity REITs) or mortgages (mortgage REITs). The fund generally invests in equity REITs. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.21% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -9.83% |
| 5y Average Return | 0.85% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TRREX | Category Average | TRREX | Category Average | TRREX | Category Average | |
| Alpha | -3.23 | -0.01 | -7.33 | -0.05 | -2.15 | 0.02 |
| BETA | 1.1 | 0.01 | 1 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.39 | 0.01 | 0.54 | 0.01 |
| R-squared | 76.19 | 0.66 | 73.21 | 0.55 | 56.9 | 0.47 |
| Standard Deviation | 20.8 | 0.2 | 20.74 | 0.17 | 17.64 | 0.16 |
| Sharpe Ratio | 0.12 | 0.01 | 0.12 | 0 | 0.28 | 0.01 |
| Treynor Ratio | 0.35 | 0.12 | 0.36 | 0.07 | 3.95 | 0.11 |
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