Nasdaq - Delayed Quote USD

AB Global Real Estate Investment Fund (AREAX)

13.34 +0.05 (+0.38%)
At close: 8:01 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, it invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, the fund invests, under normal circumstances, in the equity securities of companies located in at least three countries.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.97%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 9

Performance & Risk

YTD Return -6.52%
5y Average Return -0.29%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
AREAXCategory AverageAREAXCategory AverageAREAXCategory Average
Alpha -7.35 -0.04 -9.26 -0.06 -3.72 -0.02
BETA 1.1 0.01 1.02 0.01 0.94 0.01
Mean Annual Return 0.11 0.01 0.24 0.01 0.43 0.01
R-squared 83.65 0.74 79.87 0.68 71.22 0.66
Standard Deviation 19.95 0.19 20.17 0.16 16.31 0.15
Sharpe Ratio -0.08 0 0.04 0 0.23 0
Treynor Ratio -3.28 0.08 -1.34 0.06 2.58 0.07

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