Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIPPX (Total Income + Real Estate Fund CL C) | NA | -1.42% | -7.92% | 1.93% | 3.48% | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 07/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIPPX (Total Income + Real Estate Fund CL C) | 07/07/2014 | 11/28/2025 |
| 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 | -1.42 | -7.92 | 1.93 | 3.48 | NA | NA | … | … | -4.19 | -6.17 | -12.33 | 10.74 | 22.33 | 0.65 | 6.58 | 6.27 | 6.02 | 5.24 | 5.79 | 0.83 |
| Sharpe Ratio | NA | -2.79 | -6.31 | -0.40 | 0.99 | NA | NA | … | … | -3.53 | -7.39 | -9.24 | 3.84 | 10.40 | 0.35 | 9.36 | 6.26 | 8.01 | 4.55 | 2.10 | 0.60 |
| Standard Deviation(%) | NA | 2.49 | 1.93 | 2.18 | 1.69 | NA | NA | … | … | 2.13 | 1.73 | 1.81 | 2.45 | 2.14 | 1.20 | 0.55 | 0.79 | 0.68 | 1.11 | 2.75 | 2.81 |
| Draw Down(%) | NA | 4.94 | 24.02 | 25.72 | 25.72 | NA | NA | … | … | 4.79 | 6.74 | 12.33 | 5.71 | 0.04 | 3.01 | 0.10 | 0.38 | 0.28 | 0.74 | 2.69 | 1.42 |
| Yield(%) | 0.00 | 6.50 | 4.47 | 6.32 | 5.76 | 4.13 | 3.10 | … | … | 3.87 | 6.16 | 4.81 | 7.31 | 7.11 | 5.14 | 5.39 | 5.35 | 5.32 | 5.29 | 4.00 | 0.00 |
Data as of 11/28/2025, Common starting date is 07/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPPX (Total Income + Real Estate Fund CL C) |
-8.46%
Aug 2022 – Aug 2025 |
2.14%
Oct 2020 – Oct 2025 |
3.52%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPPX (Total Income + Real Estate Fund CL C) |
14.27%
Jul 2019 – Jul 2022 |
10.90%
Jul 2017 – Jul 2022 |
4.34%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart