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-PC (Cedar Realty Trust Inc) 20.70% 48.55% 35.77% 7.03% NA NA NA
Data as of 06/04/2026, Common starting date is 08/21/2017
More Performance Analytics Comparison
Name Start Date End Date
CDR-PC (Cedar Realty Trust Inc) 08/21/2017 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
Annualized Return (%) 0.00 48.55 35.77 7.03 NA NA NA 20.70 31.76 29.43 23.19 -46.47 26.16 1.17 31.53 -18.19 2.96
Sharpe Ratio NA 1.74 1.11 0.08 NA NA NA 1.65 1.39 0.82 0.63 -0.45 1.87 0.01 2.23 -1.15 1.02
Standard Deviation(%) NA 25.39 27.98 53.72 NA NA NA 32.02 20.94 31.40 31.28 107.52 13.96 107.60 13.49 17.05 7.47
Draw Down(%) NA 14.72 29.19 74.16 NA NA NA 14.72 10.94 19.64 29.19 73.98 6.25 74.57 7.57 24.40 3.16
Yield(%) 0.00 11.06 14.59 6.44 5.76 3.84 2.88 4.78 11.21 13.53 13.64 6.47 7.67 7.02 8.87 6.63 1.58
Data as of 06/04/2026, Common starting date is 08/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDR-PC (Cedar Realty Trust Inc) -27.74%
Jul 2019 – Jul 2022
-12.63%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDR-PC (Cedar Realty Trust Inc) 52.23%
Jul 2022 – Jul 2025
22.67%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return