T. Rowe Price Real Estate
Performance Drivers, Portfolio Composition of 3 Real Estate Funds
The movement in prices for TRREX, CSRSX, and FRESX shows a close relationship to the performance of the top holding in each portfolio.
Returns and Price Movement of 3 Real Estate Mutual Funds
Average annual returns for TRREX, CSRSX, and FRESX were 2.41%, 2.33%, and 1.39%, respectively. The returns are lower than the average annual return over the funds’ three-year and five-year periods.
A Dismal Year for Real Estate Sector Funds So Far
YTD as of September 16, 2015, returns on an average annualized basis reflect the gloomy scenario of the real estate sector this year. FRESX returned -15.9%, CSRSX returned -20.5%, and TRREX returned -10.6% in the period.