Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNRIX (REAL ESTATE SERIES CLASS I) | NA | -87,315.66% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 10/11/2024, Common starting date is 08/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNRIX (REAL ESTATE SERIES CLASS I) | 08/03/2012 | 10/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -71,472.14 | -87,315.66 | nan | nan | nan | NA | NA | … | … | -7.66 | 10.64 | -34.97 | 43.51 | -5.81 | 31.24 | -6.91 | 8.94 | 5.88 | 4.76 | 28.20 | 3.05 | 3.00 |
| Sharpe Ratio | NA | -0.11 | -0.53 | -0.17 | 0.12 | NA | NA | … | … | -0.71 | 0.35 | -1.36 | 2.96 | -0.15 | 2.41 | -0.51 | 0.90 | 0.35 | 0.31 | 2.69 | 0.20 | 0.40 |
| Standard Deviation(%) | NA | 23.26 | 22.82 | 26.38 | 21.17 | NA | NA | … | … | 23.80 | 18.46 | 26.90 | 14.70 | 41.45 | 12.39 | 16.10 | 9.27 | 16.31 | 15.50 | 10.49 | 14.86 | 18.80 |
| Draw Down(%) | NA | 17.05 | 41.04 | 41.93 | 41.93 | NA | NA | … | … | 17.05 | 20.79 | 35.91 | 8.11 | 41.93 | 5.30 | 14.00 | 5.28 | 15.88 | 14.06 | 6.83 | 16.34 | 9.87 |
| Yield(%) | 15.11 | 21.28 | 18.28 | 13.85 | 11.70 | 8.80 | 6.60 | … | … | 107.83 | 2.62 | 3.89 | 14.68 | 6.63 | 13.85 | 13.34 | 12.09 | 8.98 | 21.56 | 19.28 | 16.59 | 8.39 |
Data as of 10/11/2024, Common starting date is 08/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNRIX (REAL ESTATE SERIES CLASS I) |
-7.31%
Apr 2021 – Apr 2024 |
-1.09%
Apr 2019 – Apr 2024 |
3.92%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNRIX (REAL ESTATE SERIES CLASS I) |
21.05%
Dec 2018 – Dec 2021 |
12.46%
Dec 2016 – Dec 2021 |
7.73%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart