Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APTS (Preferred Apartment Communities Inc) | NA | 161.02% | 29.27% | 17.30% | 21.90% | NA | NA | … | … |
Data as of 06/23/2022, Common starting date is 04/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APTS (Preferred Apartment Communities Inc) | 04/04/2011 | 06/23/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 161.02 | 29.27 | 17.30 | 21.90 | NA | NA | … | … | 40.31 | 165.66 | -38.44 | -3.09 | -28.16 | 43.72 | 21.21 | 53.67 | 22.04 | 10.75 | 38.01 | -35.69 |
| Sharpe Ratio | NA | 4.54 | 0.56 | 0.39 | 0.60 | NA | NA | … | … | 3.10 | 4.44 | -0.53 | -0.19 | -0.87 | 1.91 | 0.76 | 1.99 | 1.49 | 0.33 | 1.21 | -1.16 |
| Standard Deviation(%) | NA | 35.45 | 50.01 | 42.78 | 35.32 | NA | NA | … | … | 33.64 | 37.34 | 72.51 | 23.81 | 33.72 | 22.70 | 27.52 | 27.00 | 14.80 | 32.12 | 31.58 | 38.65 |
| Draw Down(%) | NA | 14.01 | 62.64 | 70.92 | 70.92 | NA | NA | … | … | 14.01 | 15.26 | 59.60 | 21.74 | 32.35 | 15.12 | 19.48 | 16.07 | 8.04 | 19.21 | 16.87 | 40.96 |
| Yield(%) | 0.00 | 4.98 | 4.92 | 5.19 | 11.09 | 5.61 | 4.21 | … | … | 0.91 | 9.55 | 6.07 | 7.46 | 5.05 | 6.36 | 6.35 | 7.90 | 7.99 | 7.67 | 9.14 | 3.77 |
Data as of 06/23/2022, Common starting date is 04/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTS (Preferred Apartment Communities Inc) |
-30.08%
Oct 2017 – Oct 2020 |
-6.88%
Oct 2015 – Oct 2020 |
7.95%
May 2011 – May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APTS (Preferred Apartment Communities Inc) |
42.66%
Nov 2014 – Nov 2017 |
30.54%
Nov 2012 – Nov 2017 |
21.38%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart