Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPRDX (Clarion Partners Real Estate Income Fund Inc.) | 1.61% | 4.36% | 3.91% | 7.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPRDX (Clarion Partners Real Estate Income Fund Inc.) | 10/01/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 4.36 | 3.91 | 7.69 | NA | NA | NA | … | … | 1.61 | 4.76 | 4.73 | 1.48 | 8.02 | 24.05 | 7.04 | -0.10 |
| Sharpe Ratio | NA | 1.32 | 0.41 | 1.42 | NA | NA | NA | … | … | 0.92 | 1.40 | 0.79 | -1.73 | 3.08 | 3.16 | 2.13 | -0.43 |
| Standard Deviation(%) | NA | 1.31 | 1.40 | 3.65 | NA | NA | NA | … | … | 1.38 | 1.35 | 1.41 | 1.27 | 2.14 | 7.63 | 3.17 | 3.51 |
| Draw Down(%) | NA | 0.79 | 0.79 | 1.80 | NA | NA | NA | … | … | 0.79 | 0.61 | 0.59 | 0.79 | 1.80 | 1.17 | 4.44 | 1.67 |
| Yield(%) | 0.00 | 6.15 | 6.12 | 6.64 | 4.16 | 2.77 | 2.08 | … | … | 2.22 | 6.69 | 6.46 | 5.90 | 5.09 | 5.36 | 4.75 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPRDX (Clarion Partners Real Estate Income Fund Inc.) |
2.78%
Sep 2022 – Sep 2025 |
7.69%
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 |
|---|---|---|---|---|
| CPRDX (Clarion Partners Real Estate Income Fund Inc.) |
13.76%
Mar 2020 – Mar 2023 |
9.57%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart