Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAT (American Assets Trust, Inc.) | 30.13% | 28.07% | 14.76% | -3.64% | -1.20% | 4.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAT (American Assets Trust, Inc.) | 01/14/2011 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.61 | 28.07 | 14.76 | -3.64 | -1.20 | 4.52 | NA | … | … | 30.13 | -22.96 | 23.32 | -9.58 | -26.36 | 34.04 | -34.96 | 17.12 | 8.15 | -8.90 | 15.18 | -1.32 | 29.91 | 15.63 | 40.89 | 0.13 |
| Sharpe Ratio | NA | 0.87 | 0.39 | -0.22 | -0.10 | NA | NA | … | … | 2.84 | -0.95 | 0.75 | -0.40 | -1.02 | 1.22 | -0.53 | 0.96 | 0.33 | -0.59 | 0.77 | -0.07 | 1.89 | 0.76 | 1.93 | 0.00 |
| Standard Deviation(%) | NA | 24.36 | 27.74 | 28.14 | 31.47 | NA | NA | … | … | 24.93 | 27.40 | 26.13 | 33.74 | 27.43 | 27.77 | 66.24 | 16.36 | 20.67 | 16.19 | 19.36 | 19.79 | 15.82 | 20.52 | 21.31 | 31.01 |
| Draw Down(%) | NA | 13.97 | 38.02 | 56.18 | 61.80 | NA | NA | … | … | 7.80 | 33.28 | 13.11 | 43.65 | 36.34 | 15.63 | 55.22 | 8.81 | 17.05 | 13.81 | 16.37 | 15.81 | 7.24 | 18.00 | 8.38 | 25.47 |
| Yield(%) | 0.00 | 6.72 | 6.95 | 3.43 | 2.89 | 4.99 | 3.85 | … | … | 3.62 | 5.22 | 5.84 | 4.98 | 3.40 | 4.24 | 2.22 | 2.90 | 2.86 | 2.44 | 2.69 | 2.35 | 2.86 | 2.98 | 4.02 | 3.75 |
Data as of 06/04/2026, Common starting date is 01/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAT (American Assets Trust, Inc.) |
-16.24%
Oct 2017 – Oct 2020 |
-11.06%
Oct 2018 – Oct 2023 |
-4.01%
Jul 2015 – Jul 2025 |
2.77%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAT (American Assets Trust, Inc.) |
29.78%
Jan 2012 – Jan 2015 |
22.68%
Sep 2011 – Sep 2016 |
10.70%
Sep 2011 – Sep 2021 |
4.03%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart