Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARYMX (GLOBAL REAL ESTATE FUND A CLASS) | 2.56% | 3.95% | 5.19% | 4.22% | 3.73% | NA | NA | 4.96% |
Data as of 07/18/2025, AR inception is 05/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYMX (GLOBAL REAL ESTATE FUND A CLASS) | 05/02/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 3.95 | 5.19 | 4.22 | 3.73 | NA | NA | 4.96 | 2.56 | 6.80 | 12.13 | -30.14 | 25.28 | -0.91 | 29.56 | -6.77 | 14.11 | -0.12 | -0.28 | 12.82 | 4.00 | 31.84 | -12.97 |
| Sharpe Ratio | NA | 0.05 | 0.10 | 0.12 | 0.13 | NA | NA | 0.22 | 0.10 | 0.01 | 0.46 | -1.42 | 1.78 | -0.03 | 2.99 | -0.68 | 1.88 | -0.02 | -0.02 | 1.42 | 0.30 | 2.54 | -0.66 |
| Standard Deviation(%) | NA | 16.20 | 17.48 | 17.37 | 18.00 | NA | NA | 17.36 | 17.84 | 13.97 | 17.36 | 22.27 | 14.17 | 35.37 | 9.41 | 11.94 | 7.22 | 14.71 | 14.27 | 9.05 | 13.34 | 12.63 | 28.41 |
| Draw Down(%) | NA | 17.32 | 23.38 | 38.43 | 39.24 | NA | NA | 39.24 | 13.91 | 9.89 | 18.50 | 37.36 | 7.20 | 39.24 | 3.98 | 12.11 | 4.46 | 14.51 | 14.81 | 7.72 | 15.85 | 8.41 | 21.41 |
| Yield(%) | 0.00 | 1.88 | 1.46 | 1.63 | 2.57 | 3.13 | 2.35 | 3.36 | 0.00 | 1.97 | 2.46 | 0.00 | 2.55 | 0.73 | 5.20 | 3.32 | 3.47 | 4.09 | 2.62 | 5.35 | 4.44 | 6.65 | 0.50 |
Data as of 07/18/2025, AR inception is 05/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYMX (GLOBAL REAL ESTATE FUND A CLASS) |
-5.85%
Apr 2021 - Apr 2024 |
0.57%
Mar 2015 - Mar 2020 |
2.13%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYMX (GLOBAL REAL ESTATE FUND A CLASS) |
17.16%
Dec 2018 - Dec 2021 |
11.34%
Dec 2016 - Dec 2021 |
10.18%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart