Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARL (American Realty Investors, Inc.) | -10.34% | -3.16% | -7.36% | 2.87% | 9.50% | 13.24% | 2.23% | … | … |
Data as of 06/04/2026, Common starting date is 04/21/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARL (American Realty Investors, Inc.) | 04/21/1982 | 06/04/2026 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | -3.16 | -7.36 | 2.87 | 9.50 | 13.24 | 2.23 | … | … | -10.34 | 8.86 | -15.16 | -32.12 | 102.77 | 16.06 | -36.37 | 41.92 | -6.07 | 148.55 | -8.01 | 2.93 | 4.00 | 92.31 | 45.99 | -76.48 | -35.10 | 36.87 | -8.67 | 24.52 | -1.87 | -17.32 | 6.24 | 12.86 | -18.03 | -27.56 | -19.85 | 3.82 | 13.91 | 121.15 | 76.27 | 13.46 | 7.22 | 94.00 | 19.05 | -4.55 | -71.79 | -27.78 | 0.00 | -28.00 | -20.63 | 18.87 | 1.92 | 40.54 | -5.13 |
| Sharpe Ratio | NA | 0.15 | -0.16 | 0.08 | 0.16 | NA | NA | … | … | -0.36 | 0.11 | -0.39 | -0.67 | 1.51 | 0.25 | -0.33 | 0.34 | -0.44 | 2.55 | -0.63 | -0.29 | -0.27 | 1.05 | 0.30 | -0.76 | -1.23 | 0.36 | -0.69 | 0.11 | -0.77 | -1.56 | -0.33 | -0.19 | -0.82 | -1.74 | -0.42 | 0.04 | 0.86 | 2.49 | 3.20 | 0.71 | 0.28 | 3.15 | 0.64 | -0.27 | -1.28 | -0.71 | -0.11 | -0.49 | -0.56 | 0.54 | -0.19 | 0.71 | -0.27 |
| Standard Deviation(%) | NA | 50.10 | 53.70 | 59.45 | 65.71 | NA | NA | … | … | 49.25 | 56.49 | 55.79 | 54.72 | 67.45 | 65.16 | 109.23 | 54.50 | 62.29 | 51.06 | 66.67 | 53.61 | 53.92 | 70.35 | 92.65 | 124.34 | 43.74 | 50.47 | 40.88 | 23.51 | 31.73 | 24.52 | 39.93 | 34.14 | 46.01 | 28.47 | 102.77 | 16.22 | 12.32 | 46.96 | 22.49 | 13.60 | 15.08 | 28.99 | 25.97 | 30.27 | 60.08 | 47.16 | 42.20 | 64.76 | 43.88 | 25.40 | 25.27 | 48.26 | 51.93 |
| Draw Down(%) | NA | 27.17 | 57.84 | 66.07 | 69.57 | NA | NA | … | … | 27.17 | 35.83 | 48.55 | 60.62 | 38.48 | 32.68 | 63.51 | 35.03 | 41.29 | 33.12 | 35.17 | 36.58 | 53.63 | 40.99 | 48.43 | 85.00 | 40.96 | 40.93 | 37.04 | 28.43 | 24.85 | 27.09 | 34.63 | 31.21 | 34.74 | 31.70 | 61.23 | 13.04 | 7.44 | 46.59 | 6.41 | 8.00 | 14.02 | 24.19 | 30.30 | 30.51 | 75.15 | 41.03 | 21.95 | 57.58 | 35.06 | 19.35 | 22.06 | 30.99 | 41.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 1.37 | 3.08 | 8.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.25 | 14.17 | 2.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/21/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARL (American Realty Investors, Inc.) |
-47.53%
Nov 2008 – Nov 2011 |
-32.95%
Jan 1986 – Jan 1991 |
-19.59%
Nov 2001 – Nov 2011 |
-13.99%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARL (American Realty Investors, Inc.) |
77.35%
Mar 1994 – Mar 1997 |
60.52%
Oct 1992 – Oct 1997 |
28.18%
Jan 1991 – Jan 2001 |
13.92%
Aug 1991 – Aug 2006 |
Annualized Rolling Returns Comparison Chart