Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARYYX (GLOBAL REAL ESTATE FUND Y CLASS) | 2.55% | 5.86% | 5.43% | 7.51% | NA | NA | NA | 6.61% |
Data as of 07/11/2025, AR inception is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYYX (GLOBAL REAL ESTATE FUND Y CLASS) | 04/11/2017 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.86 | 5.43 | 7.51 | NA | NA | NA | 6.61 | 2.55 | 7.41 | 12.75 | -25.78 | 33.47 | -0.32 | 31.40 | -6.14 | 10.31 |
| Sharpe Ratio | NA | 0.16 | 0.12 | 0.30 | NA | NA | NA | 0.25 | 0.11 | 0.27 | 0.53 | -1.24 | 2.45 | -0.02 | 3.16 | -0.63 | 1.98 |
| Standard Deviation(%) | NA | 16.24 | 17.51 | 17.26 | NA | NA | NA | 18.66 | 18.09 | 13.99 | 17.36 | 22.05 | 13.64 | 35.47 | 9.46 | 12.03 | 6.96 |
| Draw Down(%) | NA | 16.98 | 23.33 | 33.58 | NA | NA | NA | 39.27 | 13.79 | 9.77 | 18.12 | 33.58 | 7.19 | 39.27 | 3.82 | 11.60 | 3.64 |
| Yield(%) | 0.00 | 2.52 | 1.92 | 5.24 | 4.12 | 2.74 | 2.06 | 5.15 | 0.00 | 2.62 | 3.11 | 5.08 | 10.33 | 1.32 | 6.87 | 3.90 | 3.90 |
Data as of 07/11/2025, AR inception 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