Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSRTF (BSR Real Estate Investment Trust) | -3.58% | -6.14% | 2.55% | 2.68% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSRTF (BSR Real Estate Investment Trust) | 07/17/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | -6.14 | 2.55 | 2.68 | NA | NA | NA | … | … | -3.58 | 8.42 | 6.81 | -5.45 | -24.12 | 62.48 | 2.71 | 60.44 | -18.88 |
| Sharpe Ratio | NA | -0.27 | 0.01 | 0.02 | NA | NA | NA | … | … | -0.40 | 0.24 | 0.17 | -0.40 | -0.85 | 2.72 | 0.05 | 1.47 | -1.62 |
| Standard Deviation(%) | NA | 20.39 | 21.80 | 24.01 | NA | NA | NA | … | … | 21.71 | 22.92 | 18.84 | 22.95 | 30.21 | 22.94 | 46.02 | 40.21 | 23.71 |
| Draw Down(%) | NA | 18.41 | 26.12 | 50.68 | NA | NA | NA | … | … | 15.84 | 16.27 | 15.12 | 30.11 | 39.89 | 8.01 | 41.25 | 25.48 | 22.51 |
| Yield(%) | 0.40 | 4.25 | 4.32 | 4.18 | 4.23 | 2.82 | 2.12 | … | … | 1.92 | 4.61 | 4.50 | 3.98 | 2.83 | 4.50 | 4.32 | 5.53 | 2.51 |
Data as of 06/04/2026, Common starting date is 07/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSRTF (BSR Real Estate Investment Trust) |
-10.95%
Mar 2022 – Mar 2025 |
2.36%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSRTF (BSR Real Estate Investment Trust) |
38.86%
Dec 2018 – Dec 2021 |
13.95%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart