Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACR-PC (ACRES Commercial Realty Corp) 5.29% 11.31% 18.47% 10.01% 12.88% NA NA
Data as of 06/04/2026, Common starting date is 06/06/2014
More Performance Analytics Comparison
Name Start Date End Date
ACR-PC (ACRES Commercial Realty Corp) 06/06/2014 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
Annualized Return (%) -0.28 11.31 18.47 10.01 12.88 NA NA 5.29 11.38 15.99 29.83 -14.40 27.65 0.69 17.99 2.42 20.85 39.62 -10.31 -3.64
Sharpe Ratio NA 1.70 1.53 0.55 0.19 NA NA 2.45 0.96 1.93 1.39 -0.77 2.36 0.00 2.87 0.17 2.26 1.62 -0.51 -0.95
Standard Deviation(%) NA 5.35 10.54 13.63 59.28 NA NA 4.82 8.90 6.41 18.98 20.51 11.69 183.50 5.76 6.23 8.98 24.37 20.16 6.60
Draw Down(%) NA 2.17 8.49 19.49 89.64 NA NA 1.94 8.49 4.36 12.29 19.49 6.00 89.64 1.97 5.74 4.22 25.61 28.78 8.40
Yield(%) 0.00 9.91 11.70 9.02 10.92 7.20 5.40 4.88 10.41 7.64 10.69 8.49 10.15 10.31 8.92 8.50 9.39 11.85 9.49 5.54
Data as of 06/04/2026, Common starting date is 06/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACR-PC (ACRES Commercial Realty Corp) -27.75%
Mar 2017 – Mar 2020
-13.45%
Mar 2015 – Mar 2020
10.95%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACR-PC (ACRES Commercial Realty Corp) 62.45%
Mar 2020 – Mar 2023
43.63%
Mar 2020 – Mar 2025
15.97%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return