Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MNREX (REAL ESTATE SERIES CLASS S) | NA | -101,129.35% | nan% | nan% | nan% | NA | NA | nan% |
Data as of 10/11/2024, AR inception is 11/13/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNREX (REAL ESTATE SERIES CLASS S) | 11/13/2009 | 10/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -82,984.11 | -101,129.35 | nan | nan | nan | NA | NA | nan | -7.92 | 10.36 | -35.25 | 43.60 | -6.26 | 29.14 | -6.86 | 8.70 | 6.74 | 4.39 | 28.01 | 2.67 | 21.94 | 5.30 | 24.40 | 5.99 |
| Sharpe Ratio | NA | -0.13 | -0.54 | -0.18 | 0.11 | NA | NA | 0.30 | -0.72 | 0.33 | -1.36 | 3.02 | -0.16 | 2.26 | -0.51 | 0.88 | 0.40 | 0.28 | 2.68 | 0.18 | 1.56 | 0.18 | 0.96 | 2.92 |
| Standard Deviation(%) | NA | 23.29 | 22.83 | 26.37 | 21.13 | NA | NA | 20.88 | 23.82 | 18.51 | 26.92 | 14.44 | 41.45 | 12.26 | 16.01 | 9.23 | 16.17 | 15.52 | 10.46 | 14.89 | 14.19 | 28.99 | 25.29 | 19.91 |
| Draw Down(%) | NA | 17.10 | 41.44 | 41.99 | 41.99 | NA | NA | 41.99 | 17.10 | 20.97 | 36.18 | 8.05 | 41.99 | 5.41 | 13.84 | 5.26 | 15.17 | 14.14 | 6.81 | 16.40 | 9.84 | 23.28 | 14.32 | 4.04 |
| Yield(%) | 15.17 | 21.04 | 6.64 | 5.49 | 6.76 | 9.28 | 6.96 | 9.94 | 107.66 | 2.33 | 1.15 | 5.09 | 2.27 | 4.54 | 5.83 | 5.59 | 4.37 | 12.09 | 11.56 | 10.79 | 6.56 | 4.44 | 5.59 | 0.00 |
Data as of 10/11/2024, AR inception is 11/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNREX (REAL ESTATE SERIES CLASS S) |
-7.51%
Apr 2021 - Apr 2024 |
-1.37%
Apr 2019 - Apr 2024 |
3.65%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNREX (REAL ESTATE SERIES CLASS S) |
20.24%
Dec 2018 - Dec 2021 |
18.24%
Jan 2010 - Jan 2015 |
12.55%
Jan 2010 - Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart