Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNL (Broadstone Net Lease, Inc.) | 18.27% | 35.39% | 16.17% | 3.06% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNL (Broadstone Net Lease, Inc.) | 09/18/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 35.39 | 16.17 | 3.06 | NA | NA | NA | … | … | 18.27 | 17.27 | -1.08 | 14.03 | -30.72 | 32.75 | 27.97 |
| Sharpe Ratio | NA | 1.83 | 0.66 | 0.10 | NA | NA | NA | … | … | 2.55 | 0.69 | -0.22 | 0.43 | -1.15 | 1.49 | 6.06 |
| Standard Deviation(%) | NA | 18.03 | 21.33 | 23.31 | NA | NA | NA | … | … | 18.96 | 21.02 | 20.98 | 24.07 | 28.15 | 21.94 | 22.63 |
| Draw Down(%) | NA | 8.34 | 19.51 | 43.49 | NA | NA | NA | … | … | 7.00 | 14.07 | 17.04 | 20.88 | 36.43 | 14.84 | 4.88 |
| Yield(%) | 0.00 | 7.28 | 7.23 | 4.67 | 4.40 | 2.93 | 2.20 | … | … | 1.68 | 7.39 | 6.58 | 6.92 | 4.40 | 5.32 | 9.17 |
Data as of 06/04/2026, Common starting date is 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNL (Broadstone Net Lease, Inc.) |
-7.89%
Dec 2021 – Dec 2024 |
4.00%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNL (Broadstone Net Lease, Inc.) |
16.75%
May 2023 – May 2026 |
8.46%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart