Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARESF (Artis REIT) | 18.51% | 50.25% | 8.04% | 4.89% | 5.58% | 1.64% | NA | … | … |
Data as of 02/03/2026, Common starting date is 09/14/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARESF (Artis REIT) | 09/14/2007 | 02/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.23 | 50.25 | 8.04 | 4.89 | 5.58 | 1.64 | NA | … | … | 18.51 | 28.48 | 9.81 | -17.90 | -23.93 | 21.86 | -2.53 | 37.20 | -34.90 | 27.14 | 11.33 | -18.18 | -5.61 | -10.30 | 13.84 | 2.30 | 25.96 | 78.80 | -60.12 | -12.22 |
| Sharpe Ratio | NA | 1.26 | 0.15 | 0.08 | 0.12 | NA | NA | … | … | 8.02 | 0.79 | 0.27 | -0.66 | -0.76 | 0.72 | -0.04 | 1.43 | -1.84 | 1.47 | 0.41 | -0.82 | -0.41 | -0.62 | 0.80 | 0.08 | 1.20 | 1.63 | -0.88 | -1.83 |
| Standard Deviation(%) | NA | 37.57 | 31.96 | 31.90 | 33.11 | NA | NA | … | … | 67.37 | 32.59 | 22.85 | 32.80 | 33.35 | 30.46 | 62.47 | 25.05 | 19.82 | 18.05 | 26.97 | 22.27 | 13.81 | 16.71 | 17.30 | 28.29 | 21.49 | 48.20 | 69.41 | 20.88 |
| Draw Down(%) | NA | 23.26 | 36.69 | 55.85 | 63.47 | NA | NA | … | … | 8.29 | 23.26 | 18.34 | 36.50 | 42.71 | 11.70 | 61.84 | 11.50 | 40.10 | 8.04 | 21.96 | 28.10 | 18.03 | 22.35 | 13.75 | 29.62 | 13.74 | 32.37 | 78.10 | 20.47 |
| Yield(%) | 9.22 | 20.25 | 8.55 | 7.64 | 7.26 | 4.05 | 2.38 | … | … | 10.92 | 8.39 | 7.22 | 6.70 | 6.23 | 9.94 | 5.37 | 2.19 | 6.12 | 8.11 | 9.17 | 6.88 | 6.93 | 1.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/03/2026, Common starting date is 09/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARESF (Artis REIT) |
-15.56%
Feb 2021 – Feb 2024 |
-8.84%
May 2015 – May 2020 |
-5.13%
Feb 2014 – Feb 2024 |
-3.41%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARESF (Artis REIT) |
54.81%
Feb 2009 – Feb 2012 |
27.49%
Feb 2009 – Feb 2014 |
10.70%
Feb 2009 – Feb 2019 |
4.81%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart