Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRX (Brixmor Property) | 27.10% | 32.16% | 20.15% | 11.22% | 7.33% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRX (Brixmor Property) | 10/31/2013 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.16 | 32.16 | 20.15 | 11.22 | 7.33 | NA | NA | … | … | 27.10 | -1.67 | 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 | 1.63 | 0.79 | 0.34 | 0.16 | NA | NA | … | … | 3.92 | -0.19 | 1.12 | 0.16 | -0.27 | 2.08 | -0.25 | 3.03 | -0.53 | -0.83 | -0.07 | 0.48 | 1.86 | -0.74 |
| Standard Deviation(%) | NA | 18.10 | 21.46 | 24.91 | 34.86 | NA | NA | … | … | 17.38 | 23.90 | 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 | 12.36 | 22.43 | 31.59 | 67.12 | NA | NA | … | … | 7.38 | 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(%) | 0.00 | 4.63 | 5.24 | 4.43 | 3.77 | 3.91 | 2.93 | … | … | 2.37 | 4.18 | 4.70 | 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 06/12/2026, Common starting date 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) |
-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) |
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