Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APRAX (AAM/Phocas Real Estate Fund -) | NA | -953,616.80% | nan% | nan% | NA | NA | NA | … | … |
Data as of 05/29/2024, Common starting date is 08/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APRAX (AAM/Phocas Real Estate Fund -) | 08/30/2018 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -953,616.80 | nan | nan | NA | NA | NA | … | … | -843,596.44 | 9.63 | -29.56 | 43.09 | -0.76 | 30.11 | -10.75 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.27 | -1.25 | 2.81 | -0.02 | 2.39 | -1.59 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 20.41 | 24.75 | 15.35 | 41.53 | 12.02 | 19.27 |
| Draw Down(%) | NA | 831,580.82 | 651,484.97 | 651,484.97 | NA | NA | NA | … | … | 836,585.44 | 24.15 | 34.54 | 6.52 | 41.02 | 5.32 | 14.66 |
| Yield(%) | 0.00 | 107.36 | 30.19 | 23.12 | 12.00 | 8.00 | 6.00 | … | … | 94.23 | 2.22 | 3.66 | 4.03 | 1.56 | 5.73 | 3.78 |
Data as of 05/29/2024, Common starting date is 08/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRAX (AAM/Phocas Real Estate Fund -) |
-0.60%
Sep 2019 – Sep 2022 |
1.83%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRAX (AAM/Phocas Real Estate Fund -) |
22.71%
Dec 2018 – Dec 2021 |
7.37%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart