Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRFAX (AEW REAL ESTATE FUND CLASS A) | 6.68% | 9.69% | 8.94% | 0.31% | 3.33% | 5.81% | 4.94% | … | … |
Data as of 06/08/2026, Common starting date is 03/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRFAX (AEW REAL ESTATE FUND CLASS A) | 03/16/2001 | 06/08/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 9.69 | 8.94 | 0.31 | 3.33 | 5.81 | 4.94 | … | … | 6.68 | 8.04 | 1.73 | 13.18 | -26.50 | 25.14 | -7.52 | 23.96 | -4.71 | 3.52 | 5.76 | 4.49 | 30.13 | 1.24 | 16.20 | 9.26 | 27.45 | 29.99 | -37.19 | -19.06 | 35.75 | 14.40 | 34.02 | 36.04 | 2.34 | 12.78 |
| Sharpe Ratio | NA | 0.72 | 0.43 | -0.09 | 0.10 | NA | NA | … | … | 1.18 | 0.35 | -0.14 | 0.56 | -1.27 | 1.96 | -0.22 | 2.05 | -0.37 | 0.28 | 0.34 | 0.26 | 2.80 | 0.08 | 1.22 | 0.32 | 1.04 | 0.45 | -0.51 | -0.86 | 2.23 | 0.78 | 1.91 | 3.05 | 0.08 | 1.23 |
| Standard Deviation(%) | NA | 12.24 | 14.83 | 16.56 | 18.16 | NA | NA | … | … | 13.95 | 14.71 | 13.86 | 17.21 | 22.07 | 12.84 | 34.87 | 10.97 | 16.50 | 10.41 | 16.48 | 16.90 | 10.76 | 15.23 | 13.39 | 28.52 | 26.34 | 66.00 | 74.31 | 25.87 | 14.60 | 15.59 | 17.27 | 11.58 | 14.47 | 11.82 |
| Draw Down(%) | NA | 10.93 | 18.36 | 34.85 | 40.37 | NA | NA | … | … | 10.93 | 13.12 | 11.87 | 19.27 | 34.54 | 6.63 | 40.37 | 4.20 | 13.32 | 6.29 | 14.36 | 16.23 | 7.40 | 17.85 | 8.92 | 21.46 | 15.32 | 41.93 | 63.57 | 30.32 | 9.83 | 10.92 | 18.13 | 7.00 | 18.95 | 10.34 |
| Yield(%) | 0.00 | 2.31 | 2.78 | 1.99 | 4.59 | 6.56 | 5.41 | … | … | 0.00 | 3.03 | 3.66 | 2.36 | 1.00 | 3.76 | 1.60 | 17.22 | 7.90 | 9.05 | 9.81 | 8.35 | 10.03 | 22.56 | 9.97 | 0.81 | 1.66 | 2.14 | 4.28 | 12.21 | 8.70 | 9.38 | 6.82 | 6.31 | 3.60 | 4.58 |
Data as of 06/08/2026, Common starting date is 03/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFAX (AEW REAL ESTATE FUND CLASS A) |
-25.92%
Mar 2006 – Mar 2009 |
-8.48%
Mar 2004 – Mar 2009 |
2.30%
Jan 2015 – Jan 2025 |
3.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFAX (AEW REAL ESTATE FUND CLASS A) |
43.12%
Mar 2009 – Mar 2012 |
28.62%
Feb 2009 – Feb 2014 |
17.72%
Mar 2009 – Mar 2019 |
11.65%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart