Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADC (Agree Realty Corporation) | 2.42% | 1.46% | 8.31% | 4.63% | 9.53% | 13.83% | 10.28% | … | … |
Data as of 06/04/2026, Common starting date is 04/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADC (Agree Realty Corporation) | 04/15/1994 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.41 | 1.46 | 8.31 | 4.63 | 9.53 | 13.83 | 10.28 | … | … | 2.42 | 6.62 | 17.20 | -7.07 | 3.50 | 11.28 | -1.40 | 22.71 | 19.75 | 14.09 | 41.42 | 15.95 | 13.59 | 14.65 | 17.53 | -0.22 | 21.91 | 42.35 | -34.10 | -6.81 | 26.27 | -2.33 | 19.73 | 81.23 | 0.87 | 48.67 | 9.07 | -13.96 | -6.77 | 10.96 | 60.73 | 5.47 | -13.82 |
| Sharpe Ratio | NA | 0.11 | 0.36 | 0.16 | 0.35 | NA | NA | … | … | 0.54 | 0.22 | 0.77 | -0.57 | 0.09 | 0.62 | -0.03 | 1.16 | 0.90 | 0.86 | 1.80 | 0.88 | 0.84 | 0.67 | 1.16 | -0.01 | 0.61 | 0.57 | -0.39 | -0.28 | 0.98 | -0.24 | 0.87 | 5.06 | -0.01 | 2.17 | 0.18 | -0.72 | -0.47 | 0.40 | 2.76 | 0.06 | -1.01 |
| Standard Deviation(%) | NA | 15.83 | 17.58 | 18.80 | 24.11 | NA | NA | … | … | 17.61 | 17.13 | 17.72 | 18.82 | 22.39 | 18.04 | 50.74 | 18.28 | 20.40 | 15.70 | 22.93 | 18.13 | 16.16 | 21.66 | 15.20 | 31.83 | 35.76 | 74.67 | 90.67 | 36.05 | 23.42 | 19.47 | 21.57 | 15.93 | 26.52 | 21.75 | 26.25 | 24.00 | 21.80 | 18.25 | 20.45 | 24.41 | 22.09 |
| Draw Down(%) | NA | 9.40 | 21.08 | 29.52 | 39.00 | NA | NA | … | … | 9.40 | 9.37 | 13.01 | 25.88 | 20.47 | 11.59 | 39.00 | 13.84 | 13.94 | 12.27 | 15.65 | 19.23 | 10.72 | 19.69 | 18.65 | 20.65 | 18.92 | 51.81 | 67.59 | 20.39 | 13.06 | 15.65 | 30.13 | 9.76 | 21.80 | 15.73 | 16.24 | 25.25 | 18.71 | 12.71 | 8.33 | 18.74 | 17.99 |
| Yield(%) | 0.36 | 4.20 | 4.66 | 4.10 | 6.02 | 11.02 | 7.24 | … | … | 1.83 | 4.42 | 4.72 | 4.14 | 3.96 | 4.01 | 3.55 | 3.96 | 4.19 | 4.38 | 5.76 | 5.86 | 6.04 | 6.08 | 6.39 | 6.14 | 8.60 | 11.62 | 6.85 | 5.72 | 6.54 | 6.26 | 6.91 | 11.36 | 10.40 | 13.03 | 13.20 | 10.08 | 8.56 | 8.47 | 12.41 | 11.52 | 6.92 |
Data as of 06/04/2026, Common starting date is 04/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADC (Agree Realty Corporation) |
-22.82%
Feb 2006 – Feb 2009 |
-11.32%
Feb 2004 – Feb 2009 |
3.87%
Feb 1999 – Feb 2009 |
9.14%
May 1994 – May 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADC (Agree Realty Corporation) |
39.55%
Dec 2000 – Dec 2003 |
31.01%
Feb 2009 – Feb 2014 |
26.28%
Feb 2009 – Feb 2019 |
17.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart