Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARYGX (GLOBAL REAL ESTATE FUND R5 CLASS) | 8.81% | 13.68% | 11.57% | 3.30% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYGX (GLOBAL REAL ESTATE FUND R5 CLASS) | 04/11/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 13.68 | 11.57 | 3.30 | NA | NA | NA | … | … | 8.81 | 4.02 | 7.25 | 12.68 | -25.95 | 33.17 | -0.39 | 30.08 | -6.27 | 10.18 |
| Sharpe Ratio | NA | 0.92 | 0.56 | 0.06 | NA | NA | NA | … | … | 1.46 | 0.08 | 0.26 | 0.52 | -1.24 | 2.44 | -0.02 | 3.02 | -0.64 | 1.95 |
| Standard Deviation(%) | NA | 12.02 | 14.87 | 16.69 | NA | NA | NA | … | … | 13.20 | 15.76 | 13.96 | 17.35 | 22.08 | 13.60 | 35.44 | 9.46 | 11.93 | 6.97 |
| Draw Down(%) | NA | 9.34 | 17.06 | 33.65 | NA | NA | NA | … | … | 9.34 | 13.86 | 9.78 | 18.20 | 33.65 | 7.13 | 39.27 | 3.90 | 11.71 | 3.55 |
| Yield(%) | 0.00 | 3.27 | 3.13 | 4.10 | 4.29 | 2.86 | 2.14 | … | … | 0.00 | 3.37 | 2.46 | 2.94 | 4.99 | 10.14 | 1.17 | 5.79 | 3.75 | 3.77 |
Data as of 06/05/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYGX (GLOBAL REAL ESTATE FUND R5 CLASS) |
-3.63%
Dec 2021 – Dec 2024 |
3.29%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYGX (GLOBAL REAL ESTATE FUND R5 CLASS) |
19.94%
Dec 2018 – Dec 2021 |
8.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart