Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOWFF (Boardwalk Real Estate Investment Trust) | -1.13% | -7.81% | 2.58% | 9.36% | 4.13% | 2.14% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/25/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOWFF (Boardwalk Real Estate Investment Trust) | 08/25/2006 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | -7.81 | 2.58 | 9.36 | 4.13 | 2.14 | NA | … | … | -1.13 | 8.07 | -15.79 | 50.48 | -13.94 | 66.78 | -24.36 | 31.61 | -14.52 | -0.32 | 6.32 | -31.64 | 1.00 | -13.54 | 29.94 | 21.10 | 15.19 | 70.97 | -53.43 | 26.62 | 31.77 |
| Sharpe Ratio | NA | -0.30 | 0.03 | 0.26 | 0.07 | NA | NA | … | … | -0.16 | 0.17 | -0.81 | 1.74 | -0.49 | 2.56 | -0.23 | 1.44 | -0.57 | -0.04 | 0.18 | -1.21 | 0.07 | -0.76 | 1.61 | 0.92 | 0.55 | 1.88 | -0.98 | 0.83 | 4.72 |
| Standard Deviation(%) | NA | 24.69 | 25.67 | 27.34 | 36.21 | NA | NA | … | … | 16.75 | 30.76 | 23.87 | 27.21 | 31.69 | 26.07 | 107.40 | 20.90 | 28.05 | 24.39 | 34.70 | 26.16 | 13.70 | 17.98 | 18.70 | 23.02 | 27.32 | 37.78 | 55.62 | 28.34 | 25.15 |
| Draw Down(%) | NA | 17.80 | 37.11 | 37.11 | 72.48 | NA | NA | … | … | 10.71 | 17.80 | 34.69 | 12.46 | 32.97 | 10.14 | 71.56 | 12.26 | 29.25 | 20.80 | 29.15 | 37.14 | 16.31 | 22.78 | 7.77 | 17.35 | 17.89 | 19.56 | 65.54 | 18.77 | 7.17 |
| Yield(%) | 0.23 | 2.36 | 2.21 | 2.85 | 2.44 | 2.14 | 2.95 | … | … | 1.12 | 2.55 | 1.61 | 2.30 | 1.94 | 3.05 | 1.13 | 3.34 | 2.39 | 4.56 | 4.87 | 4.39 | 5.44 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOWFF (Boardwalk Real Estate Investment Trust) |
-23.03%
Mar 2017 – Mar 2020 |
-17.23%
Mar 2015 – Mar 2020 |
-7.26%
Mar 2010 – Mar 2020 |
0.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOWFF (Boardwalk Real Estate Investment Trust) |
54.19%
Aug 2020 – Aug 2023 |
30.39%
Aug 2020 – Aug 2025 |
8.45%
Oct 2008 – Oct 2018 |
10.57%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart