Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AREEX (REAL ESTATE FUND A CLASS) | 9.79% | 9.89% | 9.91% | -0.64% | 3.33% | 5.75% | 4.40% | … | … |
Data as of 06/03/2026, Common starting date is 12/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AREEX (REAL ESTATE FUND A CLASS) | 12/10/1998 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.90 | 9.89 | 9.91 | -0.64 | 3.33 | 5.75 | 4.40 | … | … | 9.79 | 0.56 | 7.37 | 10.72 | -30.49 | 27.63 | -8.55 | 30.40 | -4.49 | 4.82 | 5.45 | 2.49 | 29.36 | 1.03 | 17.43 | 11.39 | 28.56 | 26.35 | -43.44 | -16.79 | 33.79 | 15.72 | 28.53 | 36.37 | 4.80 | 9.48 | 26.96 | -3.03 | -0.04 |
| Sharpe Ratio | NA | 0.68 | 0.50 | -0.12 | 0.09 | NA | NA | … | … | 2.03 | -0.14 | 0.24 | 0.37 | -1.24 | 1.56 | -0.21 | 2.29 | -0.37 | 0.42 | 0.31 | 0.14 | 2.62 | 0.06 | 1.26 | 0.39 | 1.02 | 0.39 | -0.59 | -0.78 | 2.24 | 0.89 | 1.64 | 3.15 | 0.26 | 0.69 | 2.19 | -0.56 | -0.39 |
| Standard Deviation(%) | NA | 12.90 | 16.08 | 19.15 | 21.01 | NA | NA | … | … | 13.73 | 16.41 | 15.32 | 19.34 | 25.79 | 17.66 | 42.62 | 12.63 | 16.01 | 9.85 | 16.88 | 17.44 | 11.18 | 15.46 | 13.95 | 29.40 | 27.97 | 66.71 | 75.00 | 25.61 | 13.63 | 15.09 | 16.83 | 11.31 | 14.22 | 10.36 | 10.37 | 11.34 | 10.36 |
| Draw Down(%) | NA | 7.71 | 17.23 | 40.43 | 41.87 | NA | NA | … | … | 7.71 | 14.77 | 11.11 | 19.36 | 31.81 | 9.24 | 41.87 | 6.11 | 12.84 | 6.15 | 15.47 | 17.54 | 7.27 | 17.89 | 9.59 | 21.81 | 17.02 | 43.06 | 66.09 | 27.43 | 9.84 | 10.34 | 17.45 | 6.04 | 15.88 | 11.78 | 8.15 | 20.92 | 2.62 |
| Yield(%) | 0.00 | 1.60 | 2.00 | 1.53 | 3.83 | 4.61 | 4.09 | … | … | 0.02 | 1.89 | 1.71 | 2.21 | 2.00 | 1.62 | 1.35 | 10.45 | 7.46 | 4.54 | 11.05 | 2.24 | 2.22 | 1.84 | 0.97 | 1.24 | 1.34 | 2.06 | 1.61 | 15.00 | 14.28 | 12.87 | 9.30 | 1.20 | 2.82 | 3.06 | 4.97 | 5.16 | 1.26 |
Data as of 06/03/2026, Common starting date is 12/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREEX (REAL ESTATE FUND A CLASS) |
-28.18%
Mar 2006 – Mar 2009 |
-10.76%
Mar 2004 – Mar 2009 |
1.99%
Feb 1999 – Feb 2009 |
3.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREEX (REAL ESTATE FUND A CLASS) |
43.89%
Mar 2009 – Mar 2012 |
29.12%
Feb 2009 – Feb 2014 |
17.88%
Mar 2009 – Mar 2019 |
12.13%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart