Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REAAX (EQUITY GROWTH STRATEGY FUND CLASS A) | 10.12% | 14.97% | 12.51% | 9.47% | 6.45% | 7.11% | 5.43% | 7.57% |
Data as of 07/25/2025, AR inception is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REAAX (EQUITY GROWTH STRATEGY FUND CLASS A) | 03/06/2003 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 14.97 | 12.51 | 9.47 | 6.45 | 7.11 | 5.43 | 7.57 | 10.12 | 13.38 | 18.83 | -19.73 | 14.36 | 4.13 | 18.69 | -9.82 | 16.08 | 10.78 | -3.93 | 3.04 | 19.56 | 14.71 | -7.20 | 14.52 | 30.80 | -42.11 | 7.43 | 18.57 | 10.03 | 14.89 | 44.86 |
| Sharpe Ratio | NA | 0.75 | 0.62 | 0.49 | 0.26 | NA | NA | 0.33 | 0.87 | 0.63 | 1.25 | -0.99 | 1.09 | 0.14 | 2.09 | -0.32 | 0.96 | 0.84 | -0.31 | 0.32 | 1.98 | 1.15 | -0.31 | 0.74 | 1.05 | -1.04 | 0.27 | 1.35 | 0.81 | 1.32 | 4.13 |
| Standard Deviation(%) | NA | 15.78 | 14.73 | 15.24 | 19.19 | NA | NA | 19.29 | 18.19 | 10.84 | 11.73 | 21.44 | 13.14 | 27.76 | 8.29 | 35.39 | 16.20 | 12.56 | 12.93 | 9.40 | 9.84 | 12.89 | 23.16 | 19.38 | 29.19 | 41.13 | 16.75 | 11.43 | 9.66 | 10.57 | 13.56 |
| Draw Down(%) | NA | 15.22 | 15.84 | 28.75 | 32.44 | NA | NA | 59.49 | 15.22 | 6.94 | 10.40 | 25.40 | 7.52 | 32.44 | 5.29 | 17.09 | 7.69 | 11.01 | 13.71 | 8.76 | 7.78 | 12.86 | 23.08 | 15.24 | 28.12 | 53.64 | 11.22 | 11.71 | 6.75 | 8.78 | 4.02 |
| Yield(%) | 0.00 | 0.93 | 1.18 | 1.94 | 2.57 | 3.06 | 3.07 | 4.86 | 0.57 | 1.28 | 1.41 | 1.83 | 2.70 | 1.77 | 3.47 | 4.42 | 2.78 | 2.12 | 1.24 | 2.36 | 2.19 | 1.39 | 1.01 | 2.05 | 1.97 | 5.47 | 8.13 | 5.77 | 1.72 | 1.20 | 1.29 |
Data as of 07/25/2025, AR inception is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REAAX (EQUITY GROWTH STRATEGY FUND CLASS A) |
-17.10%
Feb 2006 - Feb 2009 |
-6.14%
Feb 2004 - Feb 2009 |
2.25%
Feb 2006 - Feb 2016 |
1.82%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REAAX (EQUITY GROWTH STRATEGY FUND CLASS A) |
23.76%
Feb 2009 - Feb 2012 |
18.89%
Feb 2009 - Feb 2014 |
11.40%
Feb 2009 - Feb 2019 |
9.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart