Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTBIF (BTB Real Estate Investment Trust) | -7.50% | 8.17% | 13.88% | 3.58% | 6.39% | 4.70% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTBIF (BTB Real Estate Investment Trust) | 01/03/2011 | 06/03/2026 |
| 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.99 | 8.17 | 13.88 | 3.58 | 6.39 | 4.70 | NA | … | … | -7.50 | 38.14 | 16.30 | -10.34 | -9.23 | 23.81 | -20.43 | 40.21 | -5.06 | 17.37 | 11.58 | -8.46 | 1.65 | 4.62 | 7.55 | 18.57 |
| Sharpe Ratio | NA | 0.59 | 0.51 | 0.10 | 0.18 | NA | NA | … | … | -0.20 | 1.52 | 0.59 | -0.55 | -0.29 | 1.06 | -0.31 | 1.87 | -0.35 | 1.46 | 0.39 | -0.48 | 0.13 | 0.28 | 0.59 | 0.63 |
| Standard Deviation(%) | NA | 27.02 | 24.36 | 26.53 | 30.66 | NA | NA | … | … | 24.11 | 23.34 | 21.43 | 25.86 | 37.26 | 22.50 | 66.62 | 20.73 | 18.55 | 11.49 | 28.82 | 17.51 | 12.22 | 16.33 | 12.73 | 29.48 |
| Draw Down(%) | NA | 11.46 | 19.19 | 33.13 | 60.46 | NA | NA | … | … | 11.46 | 10.74 | 13.57 | 24.81 | 32.73 | 10.32 | 60.46 | 10.66 | 21.31 | 6.28 | 15.43 | 20.40 | 11.93 | 15.98 | 7.46 | 27.32 |
| Yield(%) | 0.62 | 6.77 | 8.83 | 6.38 | 7.59 | 5.82 | 5.67 | … | … | 3.02 | 7.56 | 9.97 | 8.50 | 7.51 | 8.79 | 6.40 | 11.69 | 9.74 | 9.90 | 10.50 | 8.28 | 8.43 | 8.13 | 6.61 | 5.41 |
Data as of 06/03/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTBIF (BTB Real Estate Investment Trust) |
-8.87%
Sep 2017 – Sep 2020 |
-2.98%
Feb 2011 – Feb 2016 |
1.96%
Jun 2013 – Jun 2023 |
5.31%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTBIF (BTB Real Estate Investment Trust) |
19.38%
Jan 2016 – Jan 2019 |
14.04%
Sep 2020 – Sep 2025 |
10.81%
Jan 2016 – Jan 2026 |
5.60%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart