Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRT (BRT Apartments Corp.) | -14.48% | -9.29% | -7.15% | NA | NA | NA | NA | 10.10% |
Data as of 08/05/2025, AR inception is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRT (BRT Apartments Corp.) | 09/03/2020 | 08/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | -9.29 | -7.15 | NA | NA | NA | NA | 10.10 | -14.48 | 2.72 | -0.04 | -14.36 | 65.66 | 17.94 |
| Sharpe Ratio | NA | -0.71 | -0.42 | NA | NA | NA | NA | 0.16 | -1.13 | -0.03 | -0.13 | -0.45 | 1.71 | 1.57 |
| Standard Deviation(%) | NA | 27.90 | 29.12 | NA | NA | NA | NA | 33.10 | 27.13 | 29.46 | 27.85 | 35.48 | 38.42 | 41.93 |
| Draw Down(%) | NA | 24.38 | 34.49 | NA | NA | NA | NA | 34.49 | 20.74 | 19.25 | 22.96 | 24.36 | 21.47 | 13.80 |
| Yield(%) | 0.00 | 5.72 | 4.53 | 7.23 | 3.62 | 2.41 | 1.81 | 9.04 | 2.83 | 5.26 | 5.19 | 4.21 | 6.14 | 3.30 |
Data as of 08/05/2025, AR inception is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRT (BRT Apartments Corp.) |
-9.27%
Jul 2022 - Jul 2025 |
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 |
|---|---|---|---|---|
| BRT (BRT Apartments Corp.) |
17.39%
Nov 2020 - Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart