Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CDR-PB (Cedar Realty Trust Inc) 14.51% 37.65% 24.84% 6.23% 6.69% NA NA
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
CDR-PB (Cedar Realty Trust Inc) 06/19/2012 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 2017 2016 2015 2014 2013 2012
Annualized Return (%) -3.83 37.65 24.84 6.23 6.69 NA NA 14.51 34.02 30.63 0.14 -35.95 28.07 -5.84 16.94 -1.64 11.49 5.72 0.79 22.86 1.18 9.49
Sharpe Ratio NA 1.26 0.47 0.07 0.10 NA NA 1.37 0.95 0.59 -0.08 -0.35 2.59 -0.06 1.19 -0.21 1.74 0.57 0.07 2.44 0.08 1.63
Standard Deviation(%) NA 29.61 41.27 59.23 54.73 NA NA 33.06 32.98 45.50 46.39 108.65 10.85 108.89 13.02 14.37 6.26 9.69 11.31 9.36 13.98 11.47
Draw Down(%) NA 12.60 32.30 70.41 70.52 NA NA 12.60 16.67 22.84 32.30 70.41 3.22 70.52 7.89 10.94 2.67 8.22 6.84 4.72 15.11 5.20
Yield(%) 0.00 11.43 12.81 7.13 6.89 7.28 5.46 5.01 11.73 14.05 12.81 7.02 8.26 7.17 7.84 7.11 7.38 7.20 6.93 7.79 7.41 3.89
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDR-PB (Cedar Realty Trust Inc) -21.41%
Sep 2019 – Sep 2022
-11.10%
Sep 2017 – Sep 2022
-2.00%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDR-PB (Cedar Realty Trust Inc) 40.49%
Sep 2022 – Sep 2025
22.70%
Mar 2020 – Mar 2025
7.96%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return