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
AMH (American Homes 4 Rent) 3.75% -8.07% 1.32% -0.57% 8.17% NA NA
Data as of 06/04/2026, Common starting date is 08/02/2013
More Performance Analytics Comparison
Name Start Date End Date
AMH (American Homes 4 Rent) 08/02/2013 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
Annualized Return (%) 2.91 -8.07 1.32 -0.57 8.17 NA NA 3.75 -11.70 6.99 22.44 -29.46 46.90 15.28 33.12 -8.23 5.05 27.29 -0.96 6.35 2.65
Sharpe Ratio NA -0.70 -0.09 -0.15 0.25 NA NA 0.01 -0.68 0.19 0.81 -1.12 2.35 0.35 2.04 -0.55 0.29 1.17 -0.06 0.44 0.38
Standard Deviation(%) NA 19.56 20.40 22.29 23.64 NA NA 22.64 21.78 17.46 23.32 27.72 19.94 42.97 15.52 17.49 14.98 23.23 16.57 14.27 17.28
Draw Down(%) NA 24.87 29.73 31.84 38.40 NA NA 14.51 21.96 14.83 17.94 30.73 10.30 38.40 7.30 17.72 10.03 20.71 11.95 10.01 9.94
Yield(%) 0.00 3.31 3.10 2.32 3.09 2.54 1.90 1.03 3.27 2.85 2.96 1.67 1.38 0.77 1.03 0.93 0.96 1.22 1.15 1.24 0.32
Data as of 06/04/2026, Common starting date is 08/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMH (American Homes 4 Rent) -2.83%
Jul 2021 – Jul 2024
-0.97%
Mar 2021 – Mar 2026
7.60%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMH (American Homes 4 Rent) 31.12%
Dec 2018 – Dec 2021
19.61%
Apr 2016 – Apr 2021
10.22%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return