Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARYVX (GLOBAL REAL ESTATE FUND INVESTOR CLASS) | 8.60% | 13.24% | 11.32% | 1.08% | 5.03% | 5.86% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYVX (GLOBAL REAL ESTATE FUND INVESTOR CLASS) | 05/02/2011 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 13.24 | 11.32 | 1.08 | 5.03 | 5.86 | NA | … | … | 8.60 | 4.02 | 7.05 | 12.39 | -29.93 | 25.54 | -0.66 | 29.92 | -6.54 | 14.42 | 0.13 | -0.02 | 13.02 | 4.36 | 32.04 | -12.75 |
| Sharpe Ratio | NA | 0.95 | 0.61 | -0.05 | 0.20 | NA | NA | … | … | 1.64 | 0.08 | 0.03 | 0.47 | -1.41 | 1.79 | -0.03 | 3.01 | -0.66 | 1.93 | 0.00 | 0.00 | 1.43 | 0.32 | 2.56 | -0.65 |
| Standard Deviation(%) | NA | 11.85 | 14.86 | 16.84 | 17.74 | NA | NA | … | … | 13.08 | 15.75 | 13.90 | 17.38 | 22.25 | 14.23 | 35.41 | 9.46 | 11.96 | 7.19 | 14.77 | 14.26 | 9.12 | 13.36 | 12.62 | 28.44 |
| Draw Down(%) | NA | 9.42 | 17.19 | 38.22 | 39.31 | NA | NA | … | … | 9.42 | 13.88 | 9.84 | 18.31 | 37.16 | 7.20 | 39.31 | 3.90 | 11.90 | 4.38 | 14.50 | 14.67 | 7.79 | 15.76 | 8.32 | 21.32 |
| Yield(%) | 0.00 | 3.07 | 2.90 | 1.79 | 2.90 | 3.75 | 2.75 | … | … | 0.00 | 3.16 | 2.24 | 2.73 | 0.00 | 2.87 | 0.98 | 5.53 | 3.56 | 3.76 | 4.34 | 2.87 | 5.64 | 4.69 | 6.96 | 0.71 |
Data as of 06/04/2026, Common starting date is 05/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYVX (GLOBAL REAL ESTATE FUND INVESTOR CLASS) |
-5.61%
Apr 2021 – Apr 2024 |
0.82%
Sep 2017 – Sep 2022 |
2.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYVX (GLOBAL REAL ESTATE FUND INVESTOR CLASS) |
17.45%
Dec 2018 – Dec 2021 |
11.62%
Dec 2016 – Dec 2021 |
10.45%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart