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
AHT-PG (Ashford Hospitality Trust Inc) -71.67% -67.51% -30.33% -22.35% NA NA NA
Data as of 06/05/2026, Common starting date is 10/18/2016
More Performance Analytics Comparison
Name Start Date End Date
AHT-PG (Ashford Hospitality Trust Inc) 10/18/2016 06/05/2026
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
Annualized Return (%) -15.65 -67.51 -30.33 -22.35 NA NA NA -71.67 26.69 5.63 -20.99 -4.73 100.48 -33.94 22.84 -18.32 16.89 -5.59
Sharpe Ratio NA -1.02 -0.47 -0.40 NA NA NA -1.13 0.48 0.03 -0.38 -0.16 3.69 -0.23 1.10 -1.53 2.28 -1.51
Standard Deviation(%) NA 64.24 64.22 54.43 NA NA NA 84.83 49.95 58.40 64.68 39.15 27.19 151.19 19.40 12.90 7.15 16.61
Draw Down(%) NA 72.53 72.53 72.53 NA NA NA 68.60 34.54 33.35 56.23 37.31 9.74 85.69 20.82 21.37 3.05 12.86
Yield(%) 0.00 9.90 9.74 7.90 6.81 4.54 3.40 0.00 14.15 13.16 9.32 7.89 25.26 2.15 9.48 7.33 7.94 1.49
Data as of 06/05/2026, Common starting date is 10/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHT-PG (Ashford Hospitality Trust Inc) -40.82%
Sep 2017 – Sep 2020
-19.24%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AHT-PG (Ashford Hospitality Trust Inc) 66.48%
Jul 2020 – Jul 2023
47.55%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return