Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAAIX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS I) | NA | -26.17% | -5.17% | -8.68% | 2.60% | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAAIX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS I) | 02/02/2011 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.17 | -5.17 | -8.68 | 2.60 | NA | NA | … | … | -22.43 | 3.16 | 11.46 | -39.75 | 9.01 | 28.69 | 46.43 | -18.16 | 24.01 | 12.87 | -0.31 | 27.38 | 6.64 | 20.83 | 3.90 |
| Sharpe Ratio | NA | -1.14 | -0.38 | -0.46 | 0.04 | NA | NA | … | … | -1.05 | -0.02 | 0.37 | -1.25 | 0.43 | 0.73 | 3.71 | -1.01 | 2.46 | 0.74 | -0.02 | 2.26 | 0.42 | 1.96 | 0.26 |
| Standard Deviation(%) | NA | 25.49 | 23.02 | 24.50 | 23.27 | NA | NA | … | … | 26.07 | 19.29 | 21.26 | 33.10 | 20.94 | 38.71 | 12.11 | 19.41 | 9.52 | 17.00 | 16.76 | 12.08 | 15.74 | 10.68 | 16.12 |
| Draw Down(%) | NA | 36.45 | 36.45 | 55.78 | 55.78 | NA | NA | … | … | 33.64 | 9.61 | 23.56 | 42.64 | 14.77 | 38.01 | 4.27 | 26.05 | 5.48 | 14.61 | 13.30 | 6.20 | 16.05 | 4.62 | 14.92 |
| Yield(%) | 0.00 | 1.66 | 2.85 | 4.96 | 5.85 | 6.70 | 5.02 | … | … | 0.79 | 0.99 | 0.00 | 4.38 | 12.77 | 9.05 | 3.20 | 3.20 | 0.56 | 0.43 | 4.78 | 4.45 | 0.00 | 0.00 | 0.00 |
Data as of 11/28/2025, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAAIX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS I) |
-14.32%
Mar 2022 – Mar 2025 |
-7.48%
Aug 2020 – Aug 2025 |
1.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAAIX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS I) |
27.12%
Dec 2018 – Dec 2021 |
18.87%
Feb 2016 – Feb 2021 |
15.55%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart