Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYHRX (REAL ESTATE FUND CLASS H) | 9.92% | 12.41% | 9.54% | 0.84% | 4.24% | 5.58% | 3.69% | … | … |
Data as of 06/10/2026, Common starting date is 03/18/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYHRX (REAL ESTATE FUND CLASS H) | 03/18/2004 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.75 | 12.41 | 9.54 | 0.84 | 4.24 | 5.58 | 3.69 | … | … | 9.92 | 2.96 | 5.68 | 10.61 | -27.53 | 33.77 | -5.31 | 24.38 | -7.51 | 6.26 | 9.64 | -3.03 | 20.50 | 3.48 | 17.89 | 1.61 | 22.38 | 24.95 | -41.41 | -19.49 | 29.62 | 6.51 | 16.62 |
| Sharpe Ratio | NA | 0.75 | 0.38 | -0.07 | 0.11 | NA | NA | … | … | 1.31 | 0.00 | 0.13 | 0.34 | -1.18 | 2.21 | -0.12 | 1.97 | -0.58 | 0.60 | 0.58 | -0.19 | 2.01 | 0.23 | 1.37 | 0.05 | 0.84 | 0.40 | -0.58 | -0.91 | 1.87 | 0.27 | 1.08 |
| Standard Deviation(%) | NA | 14.15 | 17.35 | 19.20 | 21.68 | NA | NA | … | … | 14.37 | 18.01 | 16.14 | 20.84 | 24.69 | 15.28 | 46.46 | 11.65 | 15.39 | 9.36 | 16.37 | 15.75 | 10.21 | 14.98 | 13.14 | 29.42 | 26.50 | 61.56 | 73.26 | 25.06 | 14.08 | 15.65 | 18.90 |
| Draw Down(%) | NA | 8.74 | 18.58 | 36.00 | 45.84 | NA | NA | … | … | 8.74 | 14.93 | 10.37 | 22.77 | 33.27 | 6.76 | 45.84 | 5.10 | 14.33 | 5.58 | 13.19 | 16.94 | 7.20 | 17.19 | 9.75 | 24.62 | 17.14 | 40.59 | 64.86 | 29.93 | 10.21 | 12.03 | 19.08 |
| Yield(%) | 0.00 | 3.51 | 2.32 | 1.71 | 2.85 | 3.30 | 2.36 | … | … | 0.00 | 3.57 | 0.83 | 2.08 | 2.65 | 0.50 | 8.13 | 2.09 | 0.66 | 0.54 | 6.41 | 1.16 | 1.05 | 4.61 | 2.20 | 1.13 | 2.78 | 0.81 | 2.74 | 0.55 | 0.88 | 0.65 | 0.58 |
Data as of 06/10/2026, Common starting date is 03/18/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYHRX (REAL ESTATE FUND CLASS H) |
-27.73%
Mar 2006 – Mar 2009 |
-6.98%
Nov 2006 – Nov 2011 |
0.70%
Jan 2007 – Jan 2017 |
1.97%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYHRX (REAL ESTATE FUND CLASS H) |
35.03%
Mar 2009 – Mar 2012 |
24.65%
Feb 2009 – Feb 2014 |
14.73%
Feb 2009 – Feb 2019 |
10.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart