Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
AREIX (American Real Estate Income) | NA | 1.87% | NA | NA | NA | NA | NA | 5.54% |
Data as of 05/11/2016, AR inception is 05/06/2014
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
AREIX (American Real Estate Income) | 05/06/2014 | 05/11/2016 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 1.87 | NA | NA | NA | NA | NA | 5.54 | 0.00 | 4.40 | 6.69 |
Sharpe Ratio | NA | 0.30 | NA | NA | NA | NA | NA | 1.02 | -0.14 | 0.64 | 2.71 |
Standard Deviation(%) | NA | 5.99 | NA | NA | NA | NA | NA | 5.33 | 1.28 | 6.86 | 3.81 |
Draw Down(%) | NA | 5.53 | NA | NA | NA | NA | NA | 6.69 | 0.95 | 6.69 | 1.14 |
Yield(%) | 0.00 | 3.66 | 1.89 | 1.13 | 0.57 | 0.38 | 0.28 | 2.84 | 0.00 | 4.67 | 0.69 |
Data as of 05/11/2016, AR inception is 05/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AREIX (American Real Estate Income) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AREIX (American Real Estate Income) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart