Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARE (Alexandria Real Estate Equities, Inc.) | 6.44% | -21.38% | -19.58% | -19.45% | -2.71% | 0.77% | 0.71% | … | … |
Data as of 06/05/2026, Common starting date is 05/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARE (Alexandria Real Estate Equities, Inc.) | 05/28/1997 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.22 | -21.38 | -19.58 | -19.45 | -2.71 | 0.77 | 0.71 | … | … | 6.44 | -46.60 | -19.44 | -9.11 | -32.62 | 28.09 | 13.27 | 44.04 | -8.97 | 20.95 | 26.95 | 5.30 | 44.78 | -4.49 | 3.51 | -3.29 | 16.42 | 11.32 | -38.36 | 4.42 | 28.57 | 12.16 | 33.65 | 42.27 | 9.69 | 15.87 | 21.57 | 4.22 | -1.79 | 50.00 |
| Sharpe Ratio | NA | -0.64 | -0.63 | -0.66 | -0.16 | NA | NA | … | … | 0.12 | -1.22 | -0.88 | -0.37 | -1.11 | 1.52 | 0.31 | 2.68 | -0.50 | 1.49 | 1.22 | 0.27 | 3.46 | -0.25 | 0.22 | -0.10 | 0.55 | 0.16 | -0.54 | 0.05 | 1.41 | 0.53 | 1.42 | 2.63 | 0.42 | 0.73 | 0.93 | 0.03 | -0.21 | 3.87 |
| Standard Deviation(%) | NA | 44.05 | 36.14 | 33.06 | 29.29 | NA | NA | … | … | 44.44 | 40.71 | 26.14 | 34.68 | 30.82 | 18.48 | 42.40 | 15.87 | 20.62 | 13.71 | 21.96 | 19.50 | 12.92 | 18.18 | 15.79 | 34.87 | 29.62 | 72.03 | 72.11 | 28.07 | 17.91 | 18.61 | 23.03 | 15.82 | 20.11 | 18.82 | 18.73 | 24.39 | 24.47 | 24.06 |
| Draw Down(%) | NA | 51.61 | 65.64 | 77.92 | 77.92 | NA | NA | … | … | 31.23 | 54.12 | 23.81 | 44.51 | 41.12 | 11.35 | 34.31 | 9.07 | 14.36 | 10.20 | 20.71 | 17.23 | 8.59 | 21.05 | 14.91 | 32.13 | 18.03 | 52.44 | 70.34 | 22.90 | 13.56 | 14.65 | 19.97 | 6.22 | 20.94 | 10.90 | 14.21 | 20.16 | 25.27 | 8.66 |
| Yield(%) | 0.00 | 5.87 | 4.14 | 2.52 | 4.41 | 4.77 | 3.80 | … | … | 1.47 | 4.80 | 4.01 | 3.44 | 2.15 | 2.62 | 2.65 | 3.59 | 2.87 | 3.12 | 3.62 | 3.40 | 4.52 | 3.70 | 3.04 | 2.50 | 2.36 | 3.16 | 3.09 | 3.01 | 3.47 | 3.73 | 4.36 | 5.21 | 6.02 | 4.95 | 4.13 | 1.38 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARE (Alexandria Real Estate Equities, Inc.) |
-27.45%
Apr 2023 – Apr 2026 |
-22.62%
Apr 2021 – Apr 2026 |
-4.61%
Apr 2016 – Apr 2026 |
-1.19%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARE (Alexandria Real Estate Equities, Inc.) |
36.53%
Mar 2003 – Mar 2006 |
26.67%
Jan 2002 – Jan 2007 |
19.85%
Jun 1997 – Jun 2007 |
12.43%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart