Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AREWX (REAL ESTATE FUND R CLASS) | 12.33% | 12.35% | 10.52% | -0.85% | 3.30% | 5.68% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AREWX (REAL ESTATE FUND R CLASS) | 10/03/2007 | 06/05/2026 |
| 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 (%) | 0.91 | 12.35 | 10.52 | -0.85 | 3.30 | 5.68 | NA | … | … | 12.33 | -0.54 | 7.09 | 10.46 | -31.21 | 27.20 | -8.79 | 30.10 | -4.80 | 4.56 | 5.17 | 2.24 | 28.99 | 0.78 | 17.18 | 11.10 | 28.22 | 26.09 | -43.59 | -16.97 |
| Sharpe Ratio | NA | 0.66 | 0.49 | -0.14 | 0.07 | NA | NA | … | … | 2.00 | -0.21 | 0.03 | 0.32 | -1.27 | 1.53 | -0.21 | 2.27 | -0.38 | 0.40 | 0.29 | 0.13 | 2.58 | 0.05 | 1.24 | 0.37 | 1.01 | 0.39 | -0.59 | -1.69 |
| Standard Deviation(%) | NA | 12.79 | 16.06 | 19.15 | 21.02 | NA | NA | … | … | 13.73 | 16.39 | 15.40 | 19.36 | 25.77 | 17.72 | 42.62 | 12.66 | 16.01 | 9.91 | 16.87 | 17.46 | 11.22 | 15.47 | 13.96 | 29.83 | 27.96 | 66.69 | 75.00 | 33.00 |
| Draw Down(%) | NA | 7.74 | 17.32 | 41.20 | 41.91 | NA | NA | … | … | 7.74 | 14.79 | 11.19 | 19.51 | 32.42 | 9.33 | 41.91 | 6.16 | 12.86 | 6.19 | 15.53 | 17.67 | 7.32 | 17.99 | 9.65 | 21.84 | 17.01 | 43.09 | 66.13 | 21.37 |
| Yield(%) | 0.00 | 1.41 | 1.76 | 1.22 | 3.62 | 4.32 | 2.98 | … | … | 0.00 | 1.66 | 1.47 | 1.98 | 1.31 | 1.32 | 1.13 | 10.20 | 7.20 | 4.49 | 10.83 | 2.01 | 1.93 | 1.59 | 0.81 | 1.04 | 1.04 | 1.80 | 1.49 | 14.13 |
Data as of 06/05/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREWX (REAL ESTATE FUND R CLASS) |
-8.63%
Apr 2021 – Apr 2024 |
-2.14%
Apr 2019 – Apr 2024 |
2.16%
Jan 2015 – Jan 2025 |
2.92%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREWX (REAL ESTATE FUND R CLASS) |
43.54%
Mar 2009 – Mar 2012 |
28.79%
Feb 2009 – Feb 2014 |
17.58%
Mar 2009 – Mar 2019 |
11.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart