Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BREUF (Bridgemarq Real Estate Services Inc) | 2.03% | 18.74% | 5.59% | 16.81% | 6.59% | 4.81% | NA | 3.97% |
Data as of 05/29/2025, AR inception is 11/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BREUF (Bridgemarq Real Estate Services Inc) | 11/01/2007 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.74 | 5.59 | 16.81 | 6.59 | 4.81 | NA | 3.97 | 2.03 | 12.26 | 7.15 | -13.86 | 18.94 | 17.68 | 14.46 | -11.36 | 21.70 | 11.30 | -3.26 | -1.42 | -0.34 | 4.18 | -18.68 | 36.65 | 74.13 | -51.16 | 0.39 |
| Sharpe Ratio | NA | 0.40 | 0.08 | 0.44 | 0.14 | NA | NA | 0.09 | 0.05 | 0.21 | 0.13 | -0.44 | 0.56 | 0.21 | 0.43 | -0.39 | 1.15 | 0.46 | -0.16 | -0.09 | -0.02 | 0.21 | -0.64 | 1.31 | 2.87 | -1.07 | 0.19 |
| Standard Deviation(%) | NA | 38.27 | 29.93 | 33.38 | 37.68 | NA | NA | 33.68 | 42.58 | 27.38 | 22.67 | 34.48 | 34.08 | 80.96 | 30.23 | 33.03 | 18.34 | 23.94 | 20.70 | 16.48 | 17.09 | 20.21 | 29.02 | 27.87 | 25.79 | 48.41 | 2.21 |
| Draw Down(%) | NA | 23.49 | 30.55 | 32.12 | 66.58 | NA | NA | 66.58 | 20.24 | 18.21 | 30.55 | 24.35 | 17.62 | 62.67 | 19.16 | 40.71 | 9.50 | 15.18 | 18.65 | 13.44 | 15.12 | 20.43 | 31.27 | 18.77 | 13.43 | 62.36 | 0.39 |
| Yield(%) | 0.00 | 6.84 | 7.47 | 12.42 | 7.11 | 5.31 | 3.82 | 4.49 | 2.99 | 6.66 | 9.77 | 7.44 | 9.23 | 8.96 | 10.30 | 8.57 | 8.03 | 0.00 | 4.67 | 8.63 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/29/2025, AR inception is 11/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREUF (Bridgemarq Real Estate Services Inc) |
-15.76%
Mar 2017 - Mar 2020 |
-7.46%
Mar 2015 - Mar 2020 |
-3.94%
Mar 2010 - Mar 2020 |
2.97%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BREUF (Bridgemarq Real Estate Services Inc) |
36.32%
Mar 2020 - Mar 2023 |
22.86%
Mar 2020 - Mar 2025 |
11.72%
Nov 2008 - Nov 2018 |
9.11%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart