Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRX (Brixmor Property Group Inc.) | -3.48% | 19.38% | 13.45% | 19.73% | 5.96% | NA | NA | 7.29% |
Data as of 07/03/2025, AR inception is 10/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRX (Brixmor Property Group Inc.) | 10/31/2013 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 19.38 | 13.45 | 19.73 | 5.96 | NA | NA | 7.29 | -3.48 | 25.19 | 7.71 | -6.79 | 60.17 | -19.55 | 56.85 | -17.27 | -19.65 | -1.82 | 8.88 | 26.34 | -1.55 |
| Sharpe Ratio | NA | 0.67 | 0.37 | 0.60 | 0.13 | NA | NA | 0.17 | -0.42 | 0.96 | 0.14 | -0.27 | 2.08 | -0.25 | 3.03 | -0.53 | -0.83 | -0.07 | 0.48 | 1.86 | -0.74 |
| Standard Deviation(%) | NA | 24.46 | 24.76 | 30.68 | 35.67 | NA | NA | 33.49 | 28.52 | 19.34 | 25.01 | 30.50 | 28.87 | 79.29 | 18.31 | 35.36 | 24.42 | 29.84 | 18.55 | 14.13 | 12.39 |
| Draw Down(%) | NA | 22.43 | 25.06 | 31.59 | 67.12 | NA | NA | 67.12 | 17.10 | 10.80 | 17.41 | 31.59 | 12.78 | 62.96 | 8.10 | 22.89 | 29.64 | 21.15 | 16.55 | 7.59 | 6.11 |
| Yield(%) | 1.11 | 4.99 | 5.26 | 7.36 | 4.09 | 3.62 | 2.71 | 4.93 | 3.13 | 4.69 | 4.61 | 3.77 | 5.44 | 2.74 | 7.77 | 4.40 | 4.24 | 3.89 | 4.48 | 3.60 | 0.00 |
Data as of 07/03/2025, AR inception is 10/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRX (Brixmor Property Group Inc.) |
-22.51%
Mar 2017 - Mar 2020 |
-14.71%
Mar 2015 - Mar 2020 |
4.55%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRX (Brixmor Property Group Inc.) |
37.30%
Mar 2020 - Mar 2023 |
28.49%
Mar 2020 - Mar 2025 |
8.18%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart