Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARYDX (GLOBAL REAL ESTATE FUND R6 CLASS) | 2.86% | 4.56% | 5.81% | 7.20% | 5.52% | NA | NA | 6.59% |
Data as of 07/18/2025, AR inception is 07/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYDX (GLOBAL REAL ESTATE FUND R6 CLASS) | 07/29/2013 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 4.56 | 5.81 | 7.20 | 5.52 | NA | NA | 6.59 | 2.86 | 7.42 | 12.77 | -25.75 | 33.41 | -0.32 | 30.31 | -6.14 | 14.74 | 0.49 | 0.41 | 13.44 | 2.08 |
| Sharpe Ratio | NA | 0.08 | 0.14 | 0.29 | 0.23 | NA | NA | 0.29 | 0.13 | 0.27 | 0.53 | -1.24 | 2.44 | -0.02 | 3.04 | -0.63 | 1.99 | 0.02 | 0.03 | 1.47 | 0.42 |
| Standard Deviation(%) | NA | 16.20 | 17.49 | 17.23 | 17.93 | NA | NA | 16.96 | 17.87 | 13.99 | 17.38 | 22.05 | 13.67 | 35.35 | 9.49 | 11.92 | 7.11 | 14.81 | 14.25 | 9.11 | 11.71 |
| Draw Down(%) | NA | 17.07 | 23.35 | 33.56 | 39.22 | NA | NA | 39.22 | 13.87 | 9.78 | 18.14 | 33.56 | 7.13 | 39.22 | 3.90 | 11.61 | 4.38 | 14.41 | 14.44 | 7.70 | 6.97 |
| Yield(%) | 0.00 | 2.49 | 1.94 | 5.15 | 4.60 | 3.98 | 2.98 | 5.42 | 0.00 | 2.62 | 3.11 | 5.09 | 10.34 | 1.32 | 5.99 | 3.90 | 4.16 | 4.70 | 3.22 | 6.04 | 5.00 |
Data as of 07/18/2025, AR inception is 07/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYDX (GLOBAL REAL ESTATE FUND R6 CLASS) |
-3.47%
Dec 2021 - Dec 2024 |
1.18%
Mar 2015 - Mar 2020 |
3.90%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYDX (GLOBAL REAL ESTATE FUND R6 CLASS) |
20.11%
Dec 2018 - Dec 2021 |
13.29%
Dec 2016 - Dec 2021 |
6.90%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart