Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRFBX (AEW REAL ESTATE FUND CLASS B) | NA | -11.66% | -5.00% | 0.28% | -2.30% | NA | NA | … | … |
Data as of 01/11/2016, Common starting date is 11/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRFBX (AEW REAL ESTATE FUND CLASS B) | 11/05/2001 | 01/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | -11.66 | -5.00 | 0.28 | -2.30 | NA | NA | … | … | -2.75 | -3.96 | 19.21 | -21.51 | 5.91 | 8.37 | 25.70 | 27.54 | -39.88 | -30.91 | 25.92 | 4.93 | 26.61 | 28.80 | -1.39 | 4.94 |
| Sharpe Ratio | NA | -0.61 | -0.23 | 0.01 | -0.08 | NA | NA | … | … | -3.00 | -0.22 | 1.61 | -0.83 | 0.38 | 0.29 | 0.97 | 0.42 | -0.55 | -1.21 | 1.44 | 0.17 | 1.44 | 2.37 | -0.17 | 3.75 |
| Standard Deviation(%) | NA | 18.35 | 22.06 | 23.64 | 39.20 | NA | NA | … | … | 23.01 | 17.95 | 11.89 | 26.02 | 15.43 | 28.56 | 26.33 | 65.90 | 74.31 | 28.22 | 15.83 | 16.29 | 17.79 | 11.88 | 14.45 | 9.70 |
| Draw Down(%) | NA | 17.69 | 32.68 | 32.68 | 78.48 | NA | NA | … | … | 3.51 | 17.69 | 7.44 | 32.68 | 11.85 | 21.60 | 15.39 | 42.11 | 64.38 | 39.53 | 9.92 | 11.38 | 18.11 | 7.08 | 19.74 | 3.34 |
| Yield(%) | 0.00 | 7.19 | 11.81 | 10.42 | 6.61 | 10.58 | 7.94 | … | … | 0.00 | 7.49 | 9.06 | 21.67 | 9.17 | 0.05 | 0.81 | 1.11 | 3.75 | 11.53 | 7.92 | 8.55 | 6.08 | 5.46 | 4.32 | 2.02 |
Data as of 01/11/2016, Common starting date is 11/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFBX (AEW REAL ESTATE FUND CLASS B) |
-32.52%
Mar 2006 – Mar 2009 |
-15.87%
Mar 2004 – Mar 2009 |
-2.03%
Aug 2005 – Aug 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFBX (AEW REAL ESTATE FUND CLASS B) |
41.41%
Mar 2009 – Mar 2012 |
19.03%
Feb 2009 – Feb 2014 |
6.07%
Oct 2002 – Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart