Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAANX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS N) | NA | 8.53% | -7.21% | 3.67% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 01/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAANX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS N) | 01/13/2014 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.53 | -7.21 | 3.67 | NA | NA | NA | … | … | 7.99 | -39.86 | 8.77 | 28.41 | 46.09 | -18.39 | 23.69 | 12.66 | -0.59 | 26.03 |
| Sharpe Ratio | NA | 0.40 | -0.35 | 0.09 | NA | NA | NA | … | … | 0.35 | -1.25 | 0.42 | 0.72 | 3.70 | -1.02 | 2.43 | 0.73 | -0.04 | 2.20 |
| Standard Deviation(%) | NA | 23.83 | 24.90 | 26.85 | NA | NA | NA | … | … | 17.10 | 33.13 | 20.96 | 38.82 | 12.07 | 19.35 | 9.52 | 17.02 | 16.77 | 12.24 |
| Draw Down(%) | NA | 16.63 | 45.64 | 45.64 | NA | NA | NA | … | … | 16.63 | 42.75 | 14.82 | 38.04 | 4.24 | 26.15 | 5.50 | 14.71 | 13.44 | 6.17 |
| Yield(%) | 0.00 | 7.28 | 8.30 | 8.29 | 7.03 | 4.68 | 3.51 | … | … | 0.00 | 4.45 | 12.83 | 8.72 | 2.96 | 3.21 | 0.36 | 0.29 | 4.52 | 4.31 |
Data as of 10/16/2023, Common starting date is 01/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAANX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS N) |
-6.88%
Aug 2020 – Aug 2023 |
0.03%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAANX (ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND ALTEGRIS/AACA OPPORTUNISTIC REAL ESTATE FUND CLASS N) |
26.84%
Dec 2018 – Dec 2021 |
18.62%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart