Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRFYX (AEW REAL ESTATE FUND CLASS Y) | 9.30% | 12.54% | 10.19% | 1.65% | 4.39% | 6.78% | 5.64% | … | … |
Data as of 06/11/2026, Common starting date is 12/15/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRFYX (AEW REAL ESTATE FUND CLASS Y) | 12/15/2000 | 06/11/2026 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | 12.54 | 10.19 | 1.65 | 4.39 | 6.78 | 5.64 | … | … | 9.30 | 5.68 | 2.04 | 13.42 | -25.75 | 28.33 | -5.50 | 24.31 | -4.51 | 3.78 | 6.00 | 4.81 | 30.39 | 1.58 | 16.47 | 9.56 | 27.82 | 30.09 | -36.98 | -18.67 | 36.21 | 14.71 | 34.11 | 36.60 | 3.28 | 13.32 | 1.79 |
| Sharpe Ratio | NA | 0.73 | 0.44 | -0.04 | 0.14 | NA | NA | … | … | 1.16 | 0.19 | -0.11 | 0.57 | -1.23 | 2.21 | -0.16 | 2.08 | -0.36 | 0.30 | 0.35 | 0.28 | 2.83 | 0.10 | 1.24 | 0.33 | 1.05 | 0.45 | -0.51 | -0.85 | 2.26 | 0.80 | 1.92 | 3.10 | 0.15 | 1.12 | 3.95 |
| Standard Deviation(%) | NA | 12.25 | 14.90 | 16.60 | 18.20 | NA | NA | … | … | 13.97 | 14.77 | 14.04 | 17.21 | 22.12 | 12.83 | 35.01 | 10.99 | 16.52 | 10.41 | 16.53 | 16.86 | 10.75 | 15.25 | 13.36 | 28.55 | 26.32 | 66.00 | 74.29 | 25.90 | 14.60 | 15.57 | 17.29 | 11.57 | 14.41 | 9.84 | 15.15 |
| Draw Down(%) | NA | 11.11 | 18.32 | 33.95 | 40.31 | NA | NA | … | … | 11.11 | 13.14 | 11.82 | 19.14 | 33.95 | 6.62 | 40.31 | 4.22 | 13.31 | 6.26 | 14.28 | 16.12 | 7.39 | 17.81 | 8.87 | 21.46 | 15.25 | 41.97 | 63.53 | 30.04 | 9.77 | 10.85 | 18.07 | 7.04 | 18.27 | 10.34 | 1.40 |
| Yield(%) | 0.00 | 2.83 | 3.40 | 3.09 | 5.51 | 7.46 | 6.09 | … | … | 0.00 | 3.72 | 4.37 | 2.92 | 2.22 | 7.40 | 3.47 | 18.97 | 8.76 | 9.94 | 10.69 | 9.10 | 10.84 | 23.70 | 10.60 | 1.10 | 2.00 | 2.49 | 4.70 | 12.79 | 9.28 | 9.94 | 7.30 | 6.91 | 5.07 | 6.36 | 2.71 |
Data as of 06/11/2026, Common starting date is 12/15/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFYX (AEW REAL ESTATE FUND CLASS Y) |
-25.67%
Mar 2006 – Mar 2009 |
-8.22%
Mar 2004 – Mar 2009 |
3.07%
Jan 2015 – Jan 2025 |
3.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRFYX (AEW REAL ESTATE FUND CLASS Y) |
43.47%
Mar 2009 – Mar 2012 |
28.96%
Feb 2009 – Feb 2014 |
18.02%
Mar 2009 – Mar 2019 |
12.31%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart