Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMEN (AMEN Properties Inc) | -0.69% | 2.66% | 7.17% | 12.53% | 8.49% | 10.87% | 6.71% | … | … |
Data as of 06/04/2026, Common starting date is 09/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMEN (AMEN Properties Inc) | 09/24/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.37 | 2.66 | 7.17 | 12.53 | 8.49 | 10.87 | 6.71 | … | … | -0.69 | 9.04 | 33.33 | -20.51 | 37.57 | 17.44 | -42.88 | 15.04 | 71.90 | 12.22 | 11.54 | -11.25 | 11.69 | 8.31 | -2.03 | 81.03 | 0.00 | -11.11 | -36.08 | 23.29 | -0.70 | 33.72 | 186.67 | -20.21 | -26.56 | 7.79 | -88.41 | -48.10 | 285.37 | -43.06 |
| Sharpe Ratio | NA | 0.25 | 0.04 | 0.18 | 0.09 | NA | NA | … | … | 0.16 | 0.14 | 0.56 | -0.42 | 0.49 | 0.20 | -0.36 | 0.42 | 0.86 | 0.33 | 0.17 | -0.23 | 0.30 | 0.27 | -0.03 | 1.60 | 0.00 | -0.09 | -0.66 | 0.39 | -0.07 | 0.53 | 2.25 | -0.22 | -0.15 | 0.04 | -0.67 | -0.53 | 1.46 | -1.08 |
| Standard Deviation(%) | NA | 34.85 | 48.74 | 61.95 | 68.94 | NA | NA | … | … | 28.26 | 42.67 | 52.72 | 57.29 | 73.55 | 88.46 | 119.70 | 32.46 | 82.05 | 35.39 | 67.10 | 48.03 | 38.46 | 31.00 | 66.25 | 50.76 | 123.47 | 124.96 | 55.66 | 51.52 | 56.40 | 59.25 | 82.66 | 96.00 | 179.22 | 130.74 | 139.23 | 97.08 | 192.52 | 84.23 |
| Draw Down(%) | NA | 12.49 | 29.44 | 39.16 | 57.00 | NA | NA | … | … | 6.95 | 14.74 | 14.29 | 39.16 | 19.84 | 32.06 | 56.31 | 11.47 | 31.11 | 12.62 | 26.69 | 31.78 | 11.39 | 15.44 | 31.25 | 14.29 | 41.00 | 67.95 | 59.60 | 19.10 | 33.56 | 33.95 | 34.54 | 56.66 | 79.14 | 72.58 | 92.92 | 72.94 | 69.23 | 58.86 |
| Yield(%) | 0.00 | 7.91 | 7.91 | 10.03 | 9.40 | 12.37 | 7.24 | … | … | 2.62 | 8.31 | 8.44 | 8.42 | 9.95 | 8.11 | 5.00 | 12.32 | 12.35 | 8.51 | 9.30 | 14.54 | 11.78 | 10.00 | 10.29 | 5.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMEN (AMEN Properties Inc) |
-65.39%
Jul 1999 – Jul 2002 |
-50.91%
Nov 1998 – Nov 2003 |
-25.00%
Apr 1999 – Apr 2009 |
-14.25%
Nov 1998 – Nov 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMEN (AMEN Properties Inc) |
63.90%
Aug 2002 – Aug 2005 |
37.05%
Mar 2003 – Mar 2008 |
23.74%
Jan 2010 – Jan 2020 |
17.28%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison Chart