Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBRE (CBRE Group, Inc.) | -18.56% | 2.78% | 19.86% | 8.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBRE (CBRE Group, Inc.) | 01/17/2018 | 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 (%) | 3.58 | 2.78 | 19.86 | 8.28 | NA | NA | NA | … | … | -18.56 | 25.46 | 40.33 | 20.96 | -29.08 | 73.01 | 2.33 | 52.22 | -11.00 |
| Sharpe Ratio | NA | -0.08 | 0.51 | 0.16 | NA | NA | NA | … | … | -1.25 | 0.79 | 1.25 | 0.60 | -0.89 | 2.67 | 0.03 | 2.23 | -0.53 |
| Standard Deviation(%) | NA | 30.58 | 29.59 | 30.21 | NA | NA | NA | … | … | 38.82 | 29.14 | 27.29 | 28.32 | 34.17 | 27.37 | 62.41 | 22.97 | 24.04 |
| Draw Down(%) | NA | 27.14 | 27.14 | 40.38 | NA | NA | NA | … | … | 27.14 | 22.56 | 13.47 | 26.53 | 38.79 | 10.93 | 53.57 | 12.40 | 24.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRE (CBRE Group, Inc.) |
0.11%
May 2021 – May 2024 |
7.33%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRE (CBRE Group, Inc.) |
39.42%
Dec 2018 – Dec 2021 |
28.87%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart