Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REACX (REAL ESTATE FUND INVESTOR CLASS) | 1.22% | 10.60% | 3.62% | 7.03% | 5.65% | 9.03% | 5.96% | 9.10% |
Data as of 07/03/2025, AR inception is 12/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REACX (REAL ESTATE FUND INVESTOR CLASS) | 12/28/1995 | 07/03/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 10.60 | 3.62 | 7.03 | 5.65 | 9.03 | 5.96 | 9.10 | 1.22 | 7.63 | 10.98 | -24.64 | 41.52 | -8.31 | 30.73 | -4.18 | 5.09 | 4.39 | 2.75 | 29.65 | 1.27 | 17.77 | 11.61 | 29.17 | 26.70 | -43.31 | -16.61 | 34.20 | 15.97 | 29.12 | 39.78 | 5.51 | 9.53 | 27.16 | -2.71 | -18.04 | 23.00 | 37.80 | 0.49 |
| Sharpe Ratio | NA | 0.42 | 0.01 | 0.25 | 0.20 | NA | NA | 0.29 | -0.03 | 0.26 | 0.38 | -1.06 | 2.70 | -0.20 | 2.31 | -0.35 | 0.45 | 0.25 | 0.16 | 2.65 | 0.08 | 1.28 | 0.39 | 1.04 | 0.40 | -0.59 | -0.78 | 2.27 | 0.91 | 1.67 | 3.48 | 0.31 | 0.69 | 2.21 | -0.54 | -1.40 | 2.04 | 5.39 | NA |
| Standard Deviation(%) | NA | 17.50 | 19.23 | 19.25 | 21.06 | NA | NA | 25.55 | 19.63 | 15.40 | 19.38 | 24.72 | 15.37 | 42.63 | 12.67 | 16.05 | 9.88 | 16.93 | 17.43 | 11.18 | 15.48 | 13.92 | 29.40 | 27.99 | 66.74 | 75.03 | 25.59 | 13.63 | 15.06 | 16.80 | 11.24 | 14.18 | 10.38 | 10.39 | 11.31 | 15.42 | 9.43 | 6.28 | 0.00 |
| Draw Down(%) | NA | 17.16 | 24.97 | 32.15 | 41.88 | NA | NA | 75.67 | 14.72 | 11.04 | 19.22 | 32.15 | 8.18 | 41.88 | 6.07 | 12.86 | 6.19 | 15.41 | 17.39 | 7.28 | 17.87 | 9.56 | 21.81 | 16.95 | 43.05 | 66.06 | 27.24 | 9.78 | 10.26 | 17.42 | 6.04 | 15.77 | 11.78 | 8.09 | 20.84 | 28.10 | 7.88 | 3.30 | 0.00 |
| Yield(%) | 0.00 | 2.24 | 4.48 | 6.48 | 6.31 | 9.07 | 5.97 | 12.85 | 1.08 | 1.97 | 2.47 | 7.72 | 14.97 | 1.56 | 10.74 | 7.75 | 4.67 | 10.12 | 2.48 | 2.52 | 2.08 | 1.19 | 1.43 | 1.88 | 2.32 | 1.83 | 15.24 | 14.57 | 13.14 | 9.88 | 4.39 | 3.60 | 3.08 | 5.23 | 5.38 | 3.56 | 4.90 | 4.37 | 1.25 |
Data as of 07/03/2025, AR inception is 12/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REACX (REAL ESTATE FUND INVESTOR CLASS) |
-28.00%
Mar 2006 - Mar 2009 |
-10.55%
Mar 2004 - Mar 2009 |
2.50%
Feb 1999 - Feb 2009 |
4.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REACX (REAL ESTATE FUND INVESTOR CLASS) |
44.32%
Mar 2009 - Mar 2012 |
29.50%
Feb 2009 - Feb 2014 |
18.05%
Mar 2009 - Mar 2019 |
13.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart