Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHT-PD (Ashford Hospitality Trust Inc) | -76.40% | -71.75% | -27.83% | -19.91% | -6.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHT-PD (Ashford Hospitality Trust Inc) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.48 | -71.75 | -27.83 | -19.91 | -6.64 | NA | NA | … | … | -76.40 | 47.46 | 22.82 | -20.07 | -10.43 | 82.62 | -34.36 | 16.03 | 2.03 | 9.51 | 8.06 | 7.17 | 9.98 | 9.04 | 8.19 |
| Sharpe Ratio | NA | -0.91 | -0.53 | -0.42 | -0.12 | NA | NA | … | … | -0.88 | 1.21 | 0.49 | -0.51 | -0.36 | 2.85 | -0.24 | 0.86 | 0.10 | 2.04 | 0.29 | 1.51 | 2.45 | 1.99 | 3.20 |
| Standard Deviation(%) | NA | 77.21 | 57.32 | 48.28 | 58.19 | NA | NA | … | … | 112.17 | 37.02 | 38.85 | 47.10 | 33.37 | 28.99 | 145.37 | 16.94 | 6.54 | 4.36 | 26.71 | 4.73 | 4.07 | 4.52 | 5.01 |
| Draw Down(%) | NA | 74.22 | 74.22 | 74.22 | 87.07 | NA | NA | … | … | 74.22 | 23.63 | 31.45 | 59.15 | 22.53 | 11.94 | 87.07 | 18.27 | 6.85 | 1.18 | 28.90 | 2.52 | 1.17 | 1.55 | 1.44 |
| Yield(%) | 0.00 | 8.63 | 10.74 | 9.04 | 8.20 | 7.84 | 5.88 | … | … | 0.00 | 13.81 | 15.03 | 10.35 | 8.45 | 24.94 | 2.10 | 8.91 | 8.46 | 8.49 | 8.45 | 8.28 | 8.44 | 8.40 | 6.42 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHT-PD (Ashford Hospitality Trust Inc) |
-42.56%
Sep 2017 – Sep 2020 |
-25.89%
Sep 2015 – Sep 2020 |
-5.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHT-PD (Ashford Hospitality Trust Inc) |
61.15%
Jul 2020 – Jul 2023 |
54.75%
Sep 2020 – Sep 2025 |
8.19%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart