Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHCT (Community Healthcare Trust Incorporated) | 11.31% | 19.01% | -11.53% | -12.15% | 4.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHCT (Community Healthcare Trust Incorporated) | 05/21/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 19.01 | -11.53 | -12.15 | 4.83 | NA | NA | … | … | 11.31 | -3.87 | -21.48 | -21.50 | -20.69 | 4.11 | 14.30 | 54.94 | 7.15 | 29.78 | 34.80 | -4.03 |
| Sharpe Ratio | NA | 0.63 | -0.46 | -0.51 | 0.11 | NA | NA | … | … | 1.15 | -0.24 | -0.65 | -1.00 | -0.87 | 0.17 | 0.18 | 2.30 | 0.18 | 1.28 | 1.35 | -0.31 |
| Standard Deviation(%) | NA | 24.78 | 31.04 | 28.55 | 35.95 | NA | NA | … | … | 22.85 | 28.12 | 38.55 | 25.21 | 25.66 | 23.48 | 78.01 | 23.27 | 31.48 | 22.92 | 25.62 | 20.97 |
| Draw Down(%) | NA | 21.54 | 55.66 | 65.54 | 65.70 | NA | NA | … | … | 11.98 | 28.99 | 40.91 | 37.39 | 33.65 | 16.23 | 57.45 | 13.46 | 18.80 | 10.97 | 11.46 | 20.47 |
| Yield(%) | 0.00 | 11.64 | 5.60 | 3.79 | 8.45 | 6.12 | 4.59 | … | … | 5.87 | 9.99 | 6.93 | 5.01 | 3.76 | 3.77 | 4.02 | 5.83 | 4.30 | 6.75 | 8.25 | 2.62 |
Data as of 06/04/2026, Common starting date is 05/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCT (Community Healthcare Trust Incorporated) |
-22.96%
Aug 2021 – Aug 2024 |
-15.37%
Oct 2020 – Oct 2025 |
3.80%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHCT (Community Healthcare Trust Incorporated) |
37.50%
Jun 2016 – Jun 2019 |
30.35%
Nov 2015 – Nov 2020 |
6.19%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart