Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARYYX (GLOBAL REAL ESTATE FUND Y CLASS) | 8.74% | 13.60% | 11.67% | 3.71% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYYX (GLOBAL REAL ESTATE FUND Y CLASS) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 13.60 | 11.67 | 3.71 | NA | NA | NA | … | … | 8.74 | 4.02 | 7.41 | 12.75 | -25.78 | 33.47 | -0.32 | 31.40 | -6.14 | 10.31 |
| Sharpe Ratio | NA | 0.99 | 0.64 | 0.11 | NA | NA | NA | … | … | 1.67 | 0.08 | 0.27 | 0.53 | -1.24 | 2.45 | -0.02 | 3.16 | -0.63 | 1.98 |
| Standard Deviation(%) | NA | 11.81 | 14.85 | 16.69 | NA | NA | NA | … | … | 13.09 | 15.75 | 13.99 | 17.36 | 22.05 | 13.64 | 35.47 | 9.46 | 12.03 | 6.96 |
| Draw Down(%) | NA | 9.34 | 16.98 | 33.58 | NA | NA | NA | … | … | 9.34 | 13.79 | 9.77 | 18.12 | 33.58 | 7.19 | 39.27 | 3.82 | 11.60 | 3.64 |
| Yield(%) | 0.00 | 3.43 | 3.30 | 4.28 | 4.52 | 3.02 | 2.26 | … | … | 0.00 | 3.53 | 2.62 | 3.11 | 5.08 | 10.33 | 1.32 | 6.87 | 3.90 | 3.90 |
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYYX (GLOBAL REAL ESTATE FUND Y CLASS) |
-3.49%
Dec 2021 – Dec 2024 |
3.57%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYYX (GLOBAL REAL ESTATE FUND Y CLASS) |
20.47%
Dec 2018 – Dec 2021 |
8.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart