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T Rowe Price Real Estate Fund

Ranked 66 out of 85 in - US Equity over 12 months
All calculations are in USD unless stated

Managed by

David Lee

David Lee, CFA is a portfolio manager and analyst at T. Rowe Price based in Baltimore. He has been with the firm since 1993 and prior to this, he was an engineer at IBM. He presently serves on the Investment Advisory Committee for the firm’s Global Real Assets Equity Strategy and is also a member of the Investment Advisory Committee for the firm’s Real Estates Strategy. David graduated with a BSc from the University of Illinois at Urbana-Champaign.

Objective

The Fund seeks capital appreciation and current income through investments in companies engaged in real estate.

Performance

US Equity over : 31/03/2016 - 31/03/2017
  • Rank 66/85 Total Return
  • Rank 35/85 Standard Deviation
  • Rank 29/85 Max Drawdown
Fund Name Currency Loss
27 EII Realty Securities Fund;Institutional USD

-10.4%

27 Lazard US Realty Equity Portfolio;Open USD

-10.4%

29 T Rowe Price Real Estate Fund USD

-10.4%

30 John Hancock Real Estate Equity Fund;NAV USD

-10.6%

30 Purpose Duration Hedged Real Estate Series A

Currency exposure is hedged

Currency exposure is hedged

CAD

-10.6%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -1.3%
2016 6.0% 4.3% 4.6% -1.0% -1.9%
2015 4.8% 5.6% -9.9% 2.7% 7.3%
2014 29.8% 10.0% 6.5% -3.1% 14.2%
2013 3.3% 5.9% -0.9% -2.3% 0.7%
2012 17.0% 12.5% 2.4% 0.2% 1.4%
2011 7.3% 6.0% 4.5% -15.4% 14.5%
2010 29.9% 10.6% -4.6% 14.0% 8.1%
2009 31.7% -33.2% 35.5% 33.7% 8.9%
2008 -39.1% 2.5% -6.3% 3.6% -38.8%
2007 -18.8% 2.9% -8.7% 1.7% -15.0%
2006 36.8% 16.1% -0.4% 8.4% 9.1%
2005 14.5% -6.9% 14.4% 3.8% 3.6%
2004 36.8% 12.1% -3.7% 8.2% 17.2%
2003 34.8% 1.8% 11.0% 9.9% 8.6%
2002 5.4% 8.5% 4.0% -7.8% 1.4%
2001 8.9% -2.3% 10.0% -2.6% 3.9%
2000 31.9% 3.5% 12.3% 9.0% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/10/1997
  • Share Class size6,162Mn
  • Base currencyUSD
  • ISIN US7799191090

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.59%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).