Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REIAX (WEST LOOP REALTY FUND CLASS A SHARES) | NA | -285,683.90% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 04/30/2025, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REIAX (WEST LOOP REALTY FUND CLASS A SHARES) | 01/07/2014 | 04/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -285,683.90 | nan | nan | nan | NA | NA | … | … | -273,407.25 | -5.45 | 12.44 | -33.26 | 30.13 | -4.72 | 29.65 | -9.21 | 7.02 | 7.79 | 4.34 | 29.80 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.46 | 0.45 | -1.28 | 1.89 | -0.13 | 2.41 | -0.66 | 0.61 | 0.47 | 0.26 | 2.76 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 19.71 | 19.66 | 27.24 | 15.91 | 38.35 | 11.67 | 16.07 | 10.56 | 15.95 | 16.38 | 11.00 |
| Draw Down(%) | NA | 222,611.47 | 209,594.52 | 183,652.03 | 183,652.03 | NA | NA | … | … | 258,142.20 | 19.38 | 18.36 | 34.20 | 8.31 | 38.28 | 4.53 | 13.57 | 6.41 | 14.21 | 14.18 | 6.65 |
| Yield(%) | 0.00 | 73.68 | 18.72 | 14.53 | 9.50 | 8.22 | 6.17 | … | … | 70.78 | 1.59 | 1.71 | 0.86 | 0.94 | 1.26 | 7.06 | 2.68 | 2.65 | 4.63 | 3.46 | 2.53 |
Data as of 04/30/2025, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIAX (WEST LOOP REALTY FUND CLASS A SHARES) |
-10.81%
Dec 2021 – Dec 2024 |
-2.68%
Jan 2020 – Jan 2025 |
1.72%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIAX (WEST LOOP REALTY FUND CLASS A SHARES) |
17.14%
Dec 2018 – Dec 2021 |
10.06%
Oct 2016 – Oct 2021 |
5.51%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart