Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARYWX (GLOBAL REAL ESTATE FUND R CLASS) | 9.22% | 12.89% | 10.96% | 0.29% | 4.46% | 5.39% | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARYWX (GLOBAL REAL ESTATE FUND R CLASS) | 05/02/2011 | 06/09/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 12.89 | 10.96 | 0.29 | 4.46 | 5.39 | NA | … | … | 9.22 | 3.95 | 6.53 | 11.85 | -30.27 | 24.91 | -1.08 | 29.18 | -6.91 | 13.70 | -0.36 | -0.43 | 12.42 | 3.83 | 31.48 | -13.09 |
| Sharpe Ratio | NA | 0.85 | 0.51 | -0.12 | 0.16 | NA | NA | … | … | 1.38 | 0.07 | 0.00 | 0.44 | -1.43 | 1.76 | -0.04 | 2.95 | -0.69 | 1.83 | -0.04 | -0.03 | 1.37 | 0.28 | 2.50 | -0.67 |
| Standard Deviation(%) | NA | 12.04 | 14.89 | 16.85 | 17.75 | NA | NA | … | … | 13.28 | 15.59 | 14.00 | 17.39 | 22.25 | 14.17 | 35.42 | 9.42 | 12.02 | 7.16 | 14.72 | 14.33 | 9.05 | 13.33 | 12.70 | 28.36 |
| Draw Down(%) | NA | 9.39 | 17.37 | 38.55 | 39.25 | NA | NA | … | … | 9.39 | 13.86 | 9.93 | 18.67 | 37.48 | 7.20 | 39.25 | 3.98 | 12.23 | 4.46 | 14.59 | 14.88 | 7.81 | 15.85 | 8.51 | 21.34 |
| Yield(%) | 0.00 | 2.54 | 2.32 | 1.38 | 2.37 | 3.17 | 2.32 | … | … | 0.00 | 2.62 | 1.70 | 2.18 | 0.00 | 2.22 | 0.49 | 4.88 | 3.07 | 3.17 | 3.84 | 2.38 | 5.06 | 4.18 | 6.34 | 0.29 |
Data as of 06/09/2026, Common starting date is 05/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYWX (GLOBAL REAL ESTATE FUND R CLASS) |
-6.08%
Apr 2021 – Apr 2024 |
0.32%
Mar 2015 – Mar 2020 |
1.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARYWX (GLOBAL REAL ESTATE FUND R CLASS) |
16.87%
Dec 2018 – Dec 2021 |
11.06%
Dec 2016 – Dec 2021 |
9.91%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart