Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIRC (Apartment Income REIT Corp) | NA | 16.39% | -2.90% | NA | NA | NA | NA | … | … |
Data as of 06/27/2024, Common starting date is 12/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIRC (Apartment Income REIT Corp) | 12/15/2020 | 06/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 16.39 | -2.90 | NA | NA | NA | NA | … | … | 14.16 | 6.70 | -34.60 | 47.78 | 1.21 |
| Sharpe Ratio | NA | 0.44 | -0.20 | NA | NA | NA | NA | … | … | 0.83 | 0.13 | -1.42 | 2.11 | 0.74 |
| Standard Deviation(%) | NA | 28.36 | 25.95 | NA | NA | NA | NA | … | … | 32.94 | 24.36 | 25.40 | 22.65 | 42.89 |
| Draw Down(%) | NA | 20.82 | 44.34 | NA | NA | NA | NA | … | … | 14.76 | 26.23 | 36.80 | 9.78 | 6.52 |
| Yield(%) | 0.00 | 3.85 | 3.40 | 3.05 | 1.53 | 1.02 | 0.76 | … | … | 1.29 | 5.29 | 3.30 | 4.58 | 0.00 |
Data as of 06/27/2024, Common starting date is 12/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIRC (Apartment Income REIT Corp) |
-5.30%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIRC (Apartment Income REIT Corp) |
-0.90%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart