Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACDSF (Ascendas Real Estate Investment Trust) | 12.70% | 15.01% | 7.78% | 4.99% | 8.78% | 7.60% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACDSF (Ascendas Real Estate Investment Trust) | 02/17/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.82 | 15.01 | 7.78 | 4.99 | 8.78 | 7.60 | NA | … | … | 12.70 | 14.16 | -15.37 | 17.89 | -0.83 | -4.00 | 11.01 | 29.61 | -4.23 | 39.17 | 4.48 | -7.41 | 12.53 | -7.06 | 46.31 | -5.69 | 8.41 | 107.31 |
| Sharpe Ratio | NA | 0.04 | 0.03 | 0.01 | 0.12 | NA | NA | … | … | 0.20 | 0.11 | -0.25 | 0.33 | -0.05 | -0.10 | 0.19 | 1.24 | -0.30 | 2.10 | 0.14 | -0.26 | 0.62 | -0.25 | 1.58 | -0.19 | 0.26 | 1.91 |
| Standard Deviation(%) | NA | 93.70 | 81.29 | 68.58 | 54.46 | NA | NA | … | … | 84.61 | 100.82 | 76.91 | 43.29 | 46.70 | 40.77 | 57.53 | 22.64 | 19.05 | 18.45 | 31.12 | 29.06 | 20.22 | 27.93 | 29.47 | 30.12 | 31.77 | 67.88 |
| Draw Down(%) | NA | 20.98 | 27.27 | 27.27 | 33.16 | NA | NA | … | … | 19.74 | 21.95 | 23.81 | 17.53 | 20.81 | 21.13 | 33.16 | 9.18 | 12.23 | 6.53 | 17.32 | 24.49 | 11.68 | 31.03 | 10.24 | 19.80 | 15.70 | 22.35 |
| Yield(%) | 0.00 | 9.12 | 6.77 | 5.88 | 7.65 | 6.99 | 12.26 | … | … | 3.49 | 11.98 | 4.65 | 5.70 | 5.09 | 3.10 | 7.40 | 5.46 | 5.45 | 7.14 | 5.88 | 7.22 | 7.02 | 4.08 | 7.43 | 6.33 | 5.81 | 8.75 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDSF (Ascendas Real Estate Investment Trust) |
-3.04%
Aug 2012 – Aug 2015 |
1.07%
Dec 2019 – Dec 2024 |
4.67%
Apr 2015 – Apr 2025 |
6.99%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACDSF (Ascendas Real Estate Investment Trust) |
33.50%
Mar 2009 – Mar 2012 |
23.69%
Mar 2009 – Mar 2014 |
16.75%
Mar 2009 – Mar 2019 |
13.03%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart