Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDHSF (CDL Hospitality Trusts) | NA | -22.93% | -5.34% | -8.76% | -2.96% | 0.64% | NA | … | … |
Data as of 03/04/2025, Common starting date is 08/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDHSF (CDL Hospitality Trusts) | 08/04/2009 | 03/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | -22.93 | -5.34 | -8.76 | -2.96 | 0.64 | NA | … | … | -19.42 | -1.45 | -7.95 | 19.07 | -9.97 | -21.16 | 13.08 | 3.52 | 39.39 | 4.59 | -20.11 | 9.47 | -15.92 | 53.90 | -22.10 | 38.29 | 132.65 |
| Sharpe Ratio | NA | -0.58 | -0.39 | -0.30 | -0.16 | NA | NA | … | … | -0.17 | -0.29 | -1.04 | 1.09 | -0.78 | -0.33 | 1.51 | 0.44 | 1.53 | 0.24 | -0.60 | 0.85 | -0.67 | 1.84 | -0.63 | 1.32 | 5.29 |
| Standard Deviation(%) | NA | 50.46 | 24.83 | 37.63 | 29.47 | NA | NA | … | … | 285.27 | 31.01 | 11.79 | 15.80 | 13.17 | 64.02 | 7.74 | 4.98 | 25.45 | 18.15 | 33.49 | 11.07 | 23.94 | 29.49 | 35.40 | 29.03 | 127.31 |
| Draw Down(%) | NA | 24.38 | 30.60 | 44.07 | 45.35 | NA | NA | … | … | 20.95 | 17.28 | 10.92 | 1.06 | 12.85 | 45.35 | 0.00 | 2.50 | 0.00 | 12.09 | 29.74 | 5.74 | 20.26 | 6.00 | 34.15 | 12.43 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.41 | 2.59 | 3.52 | 4.83 | 9.93 | … | … | 0.00 | 2.94 | 5.27 | 3.70 | 4.26 | 4.00 | 5.98 | 5.83 | 6.52 | 6.38 | 7.14 | 5.74 | 5.23 | 9.26 | 6.13 | 7.02 | 0.00 |
Data as of 03/04/2025, Common starting date is 08/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDHSF (CDL Hospitality Trusts) |
-14.29%
Feb 2013 – Feb 2016 |
-9.09%
Feb 2020 – Feb 2025 |
-1.33%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDHSF (CDL Hospitality Trusts) |
59.52%
Sep 2009 – Sep 2012 |
26.51%
Sep 2009 – Sep 2014 |
17.08%
Sep 2009 – Sep 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart