Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPREX (Clarion Partners Real Estate Income Fund Inc.) | 1.76% | 4.53% | 4.16% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPREX (Clarion Partners Real Estate Income Fund Inc.) | 06/08/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 4.53 | 4.16 | NA | NA | NA | NA | … | … | 1.76 | 4.92 | 5.08 | 1.88 | 8.74 | 16.02 |
| Sharpe Ratio | NA | 1.51 | 0.60 | NA | NA | NA | NA | … | … | 1.19 | 1.47 | 1.00 | -1.43 | 1.50 | 4.56 |
| Standard Deviation(%) | NA | 1.28 | 1.42 | NA | NA | NA | NA | … | … | 1.36 | 1.39 | 1.46 | 1.26 | 3.92 | 12.13 |
| Draw Down(%) | NA | 0.79 | 0.79 | NA | NA | NA | NA | … | … | 0.79 | 0.60 | 0.62 | 0.69 | 1.83 | 0.00 |
| Yield(%) | 0.00 | 6.40 | 6.40 | 6.57 | 3.29 | 2.19 | 1.64 | … | … | 2.36 | 6.93 | 6.80 | 6.28 | 4.86 | 1.83 |
Data as of 06/05/2026, Common starting date is 06/08/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPREX (Clarion Partners Real Estate Income Fund Inc.) |
3.07%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPREX (Clarion Partners Real Estate Income Fund Inc.) |
8.60%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart