Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPREX (Clarion Partners Real Estate Income Fund Inc.) | 1.81% | 4.35% | 3.45% | NA | NA | NA | NA | 8.29% |
Data as of 06/25/2025, AR inception is 06/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPREX (Clarion Partners Real Estate Income Fund Inc.) | 06/08/2021 | 06/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.35 | 3.45 | NA | NA | NA | NA | 8.29 | 1.81 | 5.08 | 1.88 | 8.74 | 16.02 |
| Sharpe Ratio | NA | 0.57 | 0.20 | NA | NA | NA | NA | 1.32 | 0.50 | 1.00 | -1.43 | 1.50 | 4.56 |
| Standard Deviation(%) | NA | 1.61 | 1.60 | NA | NA | NA | NA | 4.33 | 1.72 | 1.46 | 1.26 | 3.92 | 12.13 |
| Draw Down(%) | NA | 0.78 | 1.83 | NA | NA | NA | NA | 1.83 | 0.78 | 0.62 | 0.69 | 1.83 | 0.00 |
| Yield(%) | 0.00 | 6.25 | 5.93 | 5.04 | 2.52 | 1.68 | 1.26 | 6.30 | 2.31 | 6.80 | 6.28 | 4.86 | 1.83 |
Data as of 06/25/2025, AR inception 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.) |
3.64%
May 2022 - May 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