Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APYRF (Allied Properties Real Estate Investment Trust) | -24.02% | -32.90% | -16.02% | -22.15% | -7.46% | -2.56% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APYRF (Allied Properties Real Estate Investment Trust) | 10/18/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.33 | -32.90 | -16.02 | -22.15 | -7.46 | -2.56 | NA | … | … | -24.02 | -10.20 | -12.92 | -8.35 | -43.89 | 22.23 | -22.41 | 27.53 | 2.07 | 31.65 | 19.24 | -26.24 | 8.42 | 4.19 | 30.66 | 20.88 | -1.91 |
| Sharpe Ratio | NA | -0.65 | -0.48 | -0.69 | -0.13 | NA | NA | … | … | -0.83 | -0.34 | -0.57 | -0.37 | -1.54 | 1.04 | -0.36 | 1.79 | 0.04 | 0.17 | 0.84 | -1.06 | 0.72 | 0.21 | 2.47 | 0.89 | -0.39 |
| Standard Deviation(%) | NA | 48.86 | 38.96 | 34.77 | 65.50 | NA | NA | … | … | 60.84 | 39.20 | 28.88 | 33.03 | 29.47 | 21.40 | 61.97 | 14.52 | 17.47 | 178.97 | 22.63 | 24.87 | 11.70 | 19.92 | 12.49 | 23.34 | 22.88 |
| Draw Down(%) | NA | 57.51 | 57.51 | 75.54 | 76.25 | NA | NA | … | … | 38.22 | 43.06 | 24.64 | 47.53 | 50.65 | 16.08 | 43.07 | 6.78 | 9.66 | 71.69 | 19.10 | 30.85 | 8.22 | 15.29 | 5.59 | 14.88 | 8.90 |
| Yield(%) | 0.60 | 7.82 | 7.83 | 3.41 | 4.45 | 5.21 | 4.43 | … | … | 2.22 | 10.13 | 8.60 | 9.08 | 3.54 | 5.24 | 3.07 | 4.07 | 3.70 | 4.19 | 5.01 | 3.29 | 4.22 | 4.28 | 4.92 | 6.21 | 1.48 |
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APYRF (Allied Properties Real Estate Investment Trust) |
-26.98%
Jun 2021 – Jun 2024 |
-21.23%
May 2021 – May 2026 |
-6.89%
Apr 2016 – Apr 2026 |
-2.78%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APYRF (Allied Properties Real Estate Investment Trust) |
22.40%
Jan 2017 – Jan 2020 |
11.47%
Aug 2011 – Aug 2016 |
9.11%
Aug 2011 – Aug 2021 |
0.42%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart