Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHR-PD (Braemar Hotels & Resorts Inc) | -5.13% | -9.28% | 1.05% | 0.88% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHR-PD (Braemar Hotels & Resorts Inc) | 11/15/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | -9.28 | 1.05 | 0.88 | NA | NA | NA | … | … | -5.13 | 8.59 | -4.06 | -2.50 | 2.00 | 49.06 | -17.68 | 31.11 | -8.91 |
| Sharpe Ratio | NA | -0.43 | -0.08 | -0.01 | NA | NA | NA | … | … | -0.48 | 0.24 | -0.30 | -0.22 | 0.03 | 0.24 | -0.12 | 2.41 | -1.78 |
| Standard Deviation(%) | NA | 25.15 | 27.39 | 94.04 | NA | NA | NA | … | … | 26.19 | 24.07 | 25.48 | 28.48 | 17.73 | 205.08 | 143.33 | 12.28 | 32.29 |
| Draw Down(%) | NA | 20.61 | 35.82 | 76.54 | NA | NA | NA | … | … | 11.88 | 13.54 | 19.88 | 35.82 | 9.66 | 76.54 | 81.86 | 3.86 | 17.24 |
| Yield(%) | 0.00 | 10.07 | 9.31 | 7.99 | 6.40 | 4.27 | 3.20 | … | … | 2.83 | 10.93 | 10.04 | 8.63 | 8.00 | 11.27 | 8.87 | 9.52 | 0.95 |
Data as of 06/04/2026, Common starting date is 11/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHR-PD (Braemar Hotels & Resorts Inc) |
-3.25%
Jan 2023 – Jan 2026 |
1.02%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHR-PD (Braemar Hotels & Resorts Inc) |
51.87%
Mar 2020 – Mar 2023 |
30.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart