Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BHM (Bluerock Homes Trust, Inc.) | 3.81% | -25.13% | NA | NA | NA | NA | NA | -16.14% |
Data as of 07/25/2025, AR inception is 10/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHM (Bluerock Homes Trust, Inc.) | 10/03/2022 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.19 | -25.13 | NA | NA | NA | NA | NA | -16.14 | 3.81 | -5.15 | -29.66 | 1.52 |
| Sharpe Ratio | NA | -0.82 | NA | NA | NA | NA | NA | -0.39 | 0.11 | -0.26 | -0.76 | 0.07 |
| Standard Deviation(%) | NA | 34.53 | NA | NA | NA | NA | NA | 39.67 | 35.87 | 33.18 | 44.21 | 51.79 |
| Draw Down(%) | NA | 49.18 | NA | NA | NA | NA | NA | 61.12 | 28.04 | 30.33 | 46.35 | 21.02 |
| Yield(%) | 0.00 | 1.36 | 1.99 | 1.19 | 0.60 | 0.40 | 0.30 | 2.98 | 1.91 | 0.00 | 4.74 | 0.00 |
Data as of 07/25/2025, AR inception is 10/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHM (Bluerock Homes Trust, Inc.) |
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 |
|---|---|---|---|---|
| BHM (Bluerock Homes Trust, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart