Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REICX (WEST LOOP REALTY FUND CLASS C SHARES) | NA | 166,693.93% | 1,009.65% | 351.21% | 116.28% | NA | NA | … | … |
Data as of 04/30/2025, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REICX (WEST LOOP REALTY FUND CLASS C SHARES) | 01/07/2014 | 04/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 166,693.93 | 1,009.65 | 351.21 | 116.28 | NA | NA | … | … | 160,274.25 | -6.13 | 11.56 | -26.80 | 38.37 | -3.93 | 28.79 | -9.87 | 6.26 | 7.01 | 3.57 | 28.79 |
| Sharpe Ratio | NA | 214.06 | 2.22 | 1.00 | 0.47 | NA | NA | … | … | 517,301,876.45 | -0.49 | 0.41 | -1.15 | 2.62 | -0.11 | 2.34 | -0.70 | 0.53 | 0.43 | 0.22 | 2.67 |
| Standard Deviation(%) | NA | 778.71 | 449.31 | 347.84 | 246.28 | NA | NA | … | … | 1,368.30 | 19.72 | 19.67 | 24.64 | 14.65 | 38.41 | 11.66 | 16.08 | 10.55 | 15.87 | 16.42 | 10.96 |
| Draw Down(%) | NA | 43.50 | 43.50 | 46.68 | 46.68 | NA | NA | … | … | 34.24 | 19.64 | 18.82 | 32.78 | 8.34 | 38.28 | 4.46 | 13.81 | 6.49 | 14.35 | 14.62 | 6.67 |
| Yield(%) | 0.00 | 72.59 | 20.63 | 17.92 | 10.86 | 9.28 | 6.96 | … | … | 70.38 | 0.74 | 0.92 | 7.25 | 9.69 | 2.03 | 6.31 | 1.90 | 1.91 | 3.91 | 2.81 | 1.97 |
Data as of 04/30/2025, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REICX (WEST LOOP REALTY FUND CLASS C SHARES) |
-8.48%
Dec 2021 – Dec 2024 |
0.22%
Jan 2020 – Jan 2025 |
2.85%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REICX (WEST LOOP REALTY FUND CLASS C SHARES) |
19.63%
Dec 2018 – Dec 2021 |
10.39%
Dec 2016 – Dec 2021 |
6.68%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart