Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARYCX (REAL ESTATE FUND C CLASS) | 12.07% | 11.76% | 9.96% | -1.33% | 2.77% | 5.14% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYCX (REAL ESTATE FUND C 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 (%) | 0.90 | 11.76 | 9.96 | -1.33 | 2.77 | 5.14 | NA | … | … | 12.07 | -0.67 | 6.56 | 9.89 | -31.35 | 26.24 | -9.24 | 29.45 | -5.41 | 4.03 | 4.66 | 1.69 | 28.42 | 0.28 | 16.56 | 10.53 | 27.72 | 25.52 | -43.83 | -17.08 |
| Sharpe Ratio | NA | 0.62 | 0.45 | -0.17 | 0.05 | NA | NA | … | … | 1.95 | -0.22 | 0.00 | 0.29 | -1.27 | 1.47 | -0.22 | 2.22 | -0.42 | 0.35 | 0.26 | 0.10 | 2.54 | 0.02 | 1.19 | 0.35 | 0.99 | 0.38 | -0.59 | -1.71 |
| Standard Deviation(%) | NA | 12.81 | 16.08 | 19.21 | 21.04 | NA | NA | … | … | 13.74 | 16.40 | 15.42 | 19.35 | 25.88 | 17.85 | 42.64 | 12.65 | 15.99 | 9.88 | 16.86 | 17.42 | 11.18 | 15.49 | 13.95 | 29.88 | 27.97 | 66.71 | 75.04 | 32.93 |
| Draw Down(%) | NA | 7.77 | 17.48 | 41.73 | 41.94 | NA | NA | … | … | 7.77 | 14.82 | 11.30 | 19.81 | 32.34 | 9.56 | 41.94 | 6.20 | 12.88 | 6.20 | 15.65 | 17.91 | 7.31 | 18.07 | 9.71 | 21.86 | 17.12 | 43.08 | 66.24 | 21.43 |
| Yield(%) | 0.00 | 1.04 | 1.26 | 0.91 | 3.29 | 3.81 | 2.68 | … | … | 0.00 | 1.17 | 0.97 | 1.50 | 1.29 | 0.69 | 0.70 | 9.76 | 6.70 | 4.51 | 10.51 | 1.59 | 1.34 | 1.14 | 0.65 | 0.90 | 0.66 | 1.29 | 1.30 | 14.02 |
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 |
|---|---|---|---|---|
| ARYCX (REAL ESTATE FUND C CLASS) |
-9.06%
Apr 2021 – Apr 2024 |
-2.61%
Apr 2019 – Apr 2024 |
1.64%
Jan 2015 – Jan 2025 |
2.41%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYCX (REAL ESTATE FUND C CLASS) |
42.85%
Mar 2009 – Mar 2012 |
28.20%
Feb 2009 – Feb 2014 |
16.98%
Mar 2009 – Mar 2019 |
10.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart