Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRFNX (AEW REAL ESTATE FUND CLASS N) | 8.57% | 11.83% | 9.88% | 1.56% | 4.31% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRFNX (AEW REAL ESTATE FUND CLASS N) | 05/02/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 11.83 | 9.88 | 1.56 | 4.31 | NA | NA | … | … | 8.57 | 5.68 | 2.10 | 13.43 | -25.71 | 28.41 | -5.51 | 24.41 | -4.46 | 3.84 | 6.14 | 5.02 | 30.60 | -10.80 |
| Sharpe Ratio | NA | 0.73 | 0.45 | -0.04 | 0.14 | NA | NA | … | … | 1.16 | 0.19 | -0.11 | 0.57 | -1.23 | 2.22 | -0.16 | 2.08 | -0.35 | 0.31 | 0.36 | 0.30 | 2.83 | -0.92 |
| Standard Deviation(%) | NA | 12.21 | 14.83 | 16.57 | 18.20 | NA | NA | … | … | 13.90 | 14.74 | 13.96 | 17.16 | 22.16 | 12.81 | 35.05 | 11.01 | 16.55 | 10.38 | 16.50 | 16.87 | 10.80 | 17.17 |
| Draw Down(%) | NA | 11.08 | 18.24 | 33.90 | 40.34 | NA | NA | … | … | 11.08 | 13.10 | 11.78 | 19.15 | 33.90 | 6.59 | 40.34 | 4.21 | 13.33 | 6.25 | 14.22 | 16.02 | 7.41 | 17.80 |
| Yield(%) | 0.00 | 2.86 | 3.43 | 3.12 | 5.52 | 5.47 | 4.10 | … | … | 0.00 | 3.76 | 4.41 | 2.96 | 2.26 | 7.43 | 3.51 | 18.99 | 8.79 | 9.99 | 10.81 | 9.23 | 10.89 | 19.55 |
Data as of 06/09/2026, Common starting date is 05/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFNX (AEW REAL ESTATE FUND CLASS N) |
-5.01%
Oct 2019 – Oct 2022 |
-0.19%
Mar 2015 – Mar 2020 |
3.14%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFNX (AEW REAL ESTATE FUND CLASS N) |
15.96%
Aug 2013 – Aug 2016 |
10.24%
Aug 2013 – Aug 2018 |
6.27%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart