Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REIIX (WEST LOOP REALTY FUND INSTITUTIONAL CLASS SHARES) | NA | 150,668.18% | 944.94% | 329.66% | 112.08% | NA | NA | … | … |
Data as of 04/30/2025, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REIIX (WEST LOOP REALTY FUND INSTITUTIONAL CLASS 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 | 150,668.18 | 944.94 | 329.66 | 112.08 | NA | NA | … | … | 143,823.99 | -5.14 | 12.72 | -33.08 | 30.43 | -4.39 | 29.86 | -8.90 | 7.29 | 8.02 | 4.67 | 30.00 |
| Sharpe Ratio | NA | 196.40 | 2.11 | 0.96 | 0.46 | NA | NA | … | … | 376,529,546.25 | -0.44 | 0.46 | -1.27 | 1.90 | -0.12 | 2.45 | -0.64 | 0.63 | 0.49 | 0.28 | 2.78 |
| Standard Deviation(%) | NA | 767.15 | 442.71 | 342.74 | 242.69 | NA | NA | … | … | 1,347.98 | 19.73 | 19.68 | 27.22 | 16.00 | 38.32 | 11.60 | 16.07 | 10.55 | 15.97 | 16.44 | 11.00 |
| Draw Down(%) | NA | 42.91 | 45.92 | 52.57 | 52.57 | NA | NA | … | … | 33.91 | 19.36 | 18.22 | 34.03 | 8.35 | 38.27 | 4.45 | 13.49 | 6.35 | 14.14 | 14.07 | 6.56 |
| Yield(%) | 0.00 | 74.06 | 18.95 | 14.82 | 9.79 | 8.48 | 6.36 | … | … | 70.94 | 1.84 | 1.96 | 1.07 | 1.19 | 1.50 | 7.37 | 2.91 | 2.90 | 4.87 | 3.70 | 2.71 |
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 |
|---|---|---|---|---|
| REIIX (WEST LOOP REALTY FUND INSTITUTIONAL CLASS SHARES) |
-10.56%
Dec 2021 – Dec 2024 |
-2.41%
Jan 2020 – Jan 2025 |
1.99%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REIIX (WEST LOOP REALTY FUND INSTITUTIONAL CLASS SHARES) |
17.43%
Dec 2018 – Dec 2021 |
10.34%
Oct 2016 – Oct 2021 |
5.78%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart