Real Estate Securities Fund Manager Performance Evaluation

Real Estate Relative Risk vs. Return Landscape

If you had invested $ 2,721 in Real Estate Securities on December 12, 2025 and sold it today you would have earned a total of $ 167.00 from holding Real Estate Securities or generated 6.14% return on investment over 90 days. Real Estate Securities is currently producing a 0.1022% return and carries 0.7703% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Real, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It is most useful when expected return is read together with volatility rather than in isolation. Assuming a 90-day horizon Real Estate is expected to generate 1.0 times more return on investment than the market. However, the fund is 1.0 times less risky than the market. It trades about 0.13 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.04 per unit of risk.

Historical Prices of Real Estate Securities

Below is the normalized historical share price chart for Real Estate Securities extending back to January 17, 2007. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Real Estate stands at 28.73, as last reported on the 12th of March 2026, with the highest price reaching 28.73 and the lowest price hitting 28.73 during the day.

Target Price Odds to finish over Current Price

Assuming a 90-day horizon Real Estate has a beta of 0.31 indicating as returns on the market go up, Real Estate's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Real Estate Securities is expected to be smaller as well. Additionally, Real Estate Securities has an alpha of 0.0778, implying that it can generate a 0.0778 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).

Predictive Modules for Real Estate

Forecasting Real Estate Securities involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.

Hype Prediction Low Estimated High 26.37 27.14 31.77 Details

Intrinsic Valuation Low Real High 27.77 28.54 29.31 Details

Naive Forecast Low Next High 27.31 28.08 28.85 Details

Bollinger Band Projection (param) Lower Middle Band Upper 28.16 29.15 30.14 Details

A rigorous investment case for Real Estate requires more than studying its own financials. Benchmarking Real Estate's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

Primary Risk Indicators

The mutual fund market has gone through extended periods of turbulence over the past two decades. Real Estate has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Real Estate Securities by monitoring Real Estate's fundamental risk indicators and maintaining appropriate hedges.

Real Estate Alerts and Suggestions

Setting up alerts on Real Estate ensures that material changes in technical or fundamental conditions are not missed. These notifications for Real Estate Securities help investors make timely decisions in response to significant fund events.

Real Estate Fundamentals Growth