Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRCFX (AEW REAL ESTATE FUND CLASS C) | 6.15% | 9.37% | 8.42% | 0.04% | 2.54% | 4.96% | 4.11% | … | … |
Data as of 06/03/2026, Common starting date is 03/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRCFX (AEW REAL ESTATE FUND CLASS C) | 03/16/2001 | 06/03/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.64 | 9.37 | 8.42 | 0.04 | 2.54 | 4.96 | 4.11 | … | … | 6.15 | 7.27 | 0.91 | 12.33 | -27.07 | 24.25 | -8.27 | 23.07 | -5.44 | 2.73 | 4.96 | 3.74 | 29.06 | 0.53 | 15.31 | 8.48 | 26.54 | 29.20 | -37.67 | -19.59 | 34.75 | 13.54 | 32.99 | 35.07 | 2.64 | 14.92 |
| Sharpe Ratio | NA | 0.73 | 0.45 | -0.10 | 0.06 | NA | NA | … | … | 1.32 | 0.30 | -0.20 | 0.51 | -1.30 | 1.89 | -0.24 | 1.96 | -0.42 | 0.20 | 0.29 | 0.22 | 2.67 | 0.03 | 1.15 | 0.30 | 1.01 | 0.44 | -0.52 | -0.88 | 2.16 | 0.72 | 1.86 | 2.97 | 0.10 | 1.55 |
| Standard Deviation(%) | NA | 12.00 | 14.78 | 16.51 | 18.13 | NA | NA | … | … | 13.79 | 14.57 | 13.83 | 17.22 | 22.03 | 12.84 | 34.85 | 11.02 | 16.51 | 10.39 | 16.52 | 16.94 | 10.86 | 15.26 | 13.39 | 28.50 | 26.29 | 65.88 | 74.37 | 25.90 | 14.58 | 15.59 | 17.24 | 11.56 | 14.47 | 11.22 |
| Draw Down(%) | NA | 10.77 | 18.71 | 35.32 | 40.46 | NA | NA | … | … | 10.77 | 13.17 | 12.02 | 19.70 | 34.98 | 6.65 | 40.46 | 4.30 | 13.39 | 6.28 | 14.50 | 16.61 | 7.44 | 17.96 | 9.06 | 21.57 | 15.37 | 42.06 | 63.71 | 30.72 | 9.95 | 11.08 | 18.17 | 6.99 | 18.36 | 10.51 |
| Yield(%) | 0.00 | 1.67 | 2.01 | 1.40 | 3.95 | 5.88 | 4.84 | … | … | 0.00 | 2.16 | 2.84 | 1.61 | 0.43 | 2.76 | 0.93 | 16.26 | 6.92 | 8.22 | 9.01 | 7.69 | 9.16 | 21.75 | 9.20 | 0.05 | 0.82 | 1.12 | 3.77 | 11.53 | 7.93 | 8.54 | 6.06 | 5.45 | 4.14 | 3.69 |
Data as of 06/03/2026, Common starting date is 03/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRCFX (AEW REAL ESTATE FUND CLASS C) |
-26.41%
Mar 2006 – Mar 2009 |
-9.12%
Mar 2004 – Mar 2009 |
1.53%
Jan 2015 – Jan 2025 |
2.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRCFX (AEW REAL ESTATE FUND CLASS C) |
42.05%
Mar 2009 – Mar 2012 |
27.73%
Feb 2009 – Feb 2014 |
16.86%
Feb 2009 – Feb 2019 |
10.82%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart