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Here are separate rankings of the top five exchange-traded and mutual real estate funds with biggest year-to-date returns: |
\_ Exchange-traded funds: |
Fund name Ticker YTD % return 1-year % return 3-year % return |
IQ U.S. Real Estate Small Cap ETF ROOF 12.69 18.03 NA |
PowerShares KBW Prem Yield Equity REIT KBWY 12.29 17.13 NA |
iShares Indl/Office Rel Est Capped FNIO 5.66 10.79 8.58 |
iShares Retail Real Estate Capped RTL 3.9 7.1 13.02 |
Vanguard REIT Index ETF VNQ 3.16 7.67 11.09 |
Source: Morningstar |
\_ Mutual funds |
Fund name Ticker YTD % return 1-year % return 3-year % return |
Baron Real Estate Institutional BREIX 22.2 30.0 23.4 |
Baron Real Estate Retail BREFX 21.9 29.6 23.1 |
REMS Real Estate Value Opportunity Institutional HLRRX 13.3 18.9 15.2 |
REMS Real Estate Value Opportunity P HLPPX 12.9 18.6 14.9 |
Commonwealth Real Estate Securities CNREX 7.8 13.0 7.4 |
\_ \_ \_ \_ \_ |
Source: Morningstar |
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