Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKDT (Brookdale Senior Living Inc.) | 13.77% | -11.76% | NA | NA | NA | NA | NA | 32.75% |
Data as of 03/28/2025, AR inception is 11/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKDT (Brookdale Senior Living Inc.) | 11/17/2022 | 03/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | -11.76 | NA | NA | NA | NA | NA | 32.75 | 13.77 | -14.03 | 100.95 | -10.34 |
| Sharpe Ratio | NA | -0.51 | NA | NA | NA | NA | NA | 0.47 | 2.03 | -0.52 | 1.69 | -1.71 |
| Standard Deviation(%) | NA | 35.51 | NA | NA | NA | NA | NA | 47.72 | 33.96 | 39.94 | 57.71 | 37.53 |
| Draw Down(%) | NA | 40.39 | NA | NA | NA | NA | NA | 40.39 | 10.57 | 34.29 | 25.01 | 16.29 |
| Yield(%) | 0.00 | 3.82 | 5.28 | 3.17 | 1.58 | 1.06 | 0.79 | 7.92 | 1.25 | 4.35 | 7.64 | 0.00 |
Data as of 03/28/2025, AR inception is 11/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKDT (Brookdale Senior Living 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 |
|---|---|---|---|---|
| BKDT (Brookdale Senior Living Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart