Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APLE (Apple Hospitality REIT, Inc.) | 32.29% | 41.36% | 7.35% | 4.89% | 3.45% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APLE (Apple Hospitality REIT, Inc.) | 05/19/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.84 | 41.36 | 7.35 | 4.89 | 3.45 | NA | NA | … | … | 32.29 | -16.61 | -1.26 | 12.31 | 2.41 | 25.58 | -18.89 | 22.02 | -21.64 | 4.00 | 6.58 | 11.36 |
| Sharpe Ratio | NA | 1.42 | 0.19 | 0.07 | 0.05 | NA | NA | … | … | 3.29 | -0.67 | -0.23 | 0.34 | 0.03 | 0.84 | -0.23 | 1.39 | -1.46 | 0.26 | 0.33 | 0.79 |
| Standard Deviation(%) | NA | 22.63 | 25.32 | 27.18 | 34.81 | NA | NA | … | … | 24.40 | 29.16 | 21.36 | 25.63 | 32.18 | 30.42 | 84.53 | 14.81 | 15.83 | 12.90 | 19.32 | 23.86 |
| Draw Down(%) | NA | 13.49 | 32.95 | 32.95 | 71.81 | NA | NA | … | … | 8.01 | 31.95 | 16.59 | 22.73 | 23.92 | 13.92 | 69.59 | 8.95 | 26.72 | 11.59 | 14.04 | 14.03 |
| Yield(%) | 0.54 | 8.26 | 6.53 | 5.22 | 4.63 | 3.57 | 2.68 | … | … | 3.32 | 6.34 | 5.99 | 6.52 | 4.63 | 0.32 | 1.88 | 7.75 | 6.63 | 5.44 | 6.07 | 4.79 |
Data as of 06/03/2026, Common starting date is 05/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLE (Apple Hospitality REIT, Inc.) |
-16.70%
Jul 2017 – Jul 2020 |
-7.78%
Jul 2015 – Jul 2020 |
-0.21%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLE (Apple Hospitality REIT, Inc.) |
24.24%
Jul 2020 – Jul 2023 |
11.42%
Mar 2020 – Mar 2025 |
3.39%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart