Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPRSX (Clarion Partners Real Estate Income Fund Inc.) | 1.61% | 3.92% | 3.35% | 6.70% | 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 |
|---|---|---|
| CPRSX (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 (%) | -0.44 | 3.92 | 3.35 | 6.70 | NA | NA | NA | … | … | 1.61 | 4.09 | 4.16 | 0.81 | 7.55 | 21.00 | 6.37 | -0.10 |
| Sharpe Ratio | NA | 1.29 | 0.05 | 1.10 | NA | NA | NA | … | … | 1.50 | 0.94 | 0.41 | -2.17 | 1.37 | 3.39 | 1.93 | -0.49 |
| Standard Deviation(%) | NA | 1.19 | 1.33 | 3.84 | NA | NA | NA | … | … | 1.13 | 1.29 | 1.32 | 1.33 | 3.60 | 8.33 | 3.15 | 3.10 |
| Draw Down(%) | NA | 0.53 | 0.83 | 1.90 | NA | NA | NA | … | … | 0.53 | 0.52 | 0.68 | 0.83 | 1.90 | 0.43 | 4.45 | 1.48 |
| Yield(%) | 0.00 | 5.73 | 5.65 | 5.60 | 3.53 | 2.35 | 1.76 | … | … | 2.12 | 6.14 | 5.92 | 5.40 | 3.67 | 3.38 | 4.13 | 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 |
|---|---|---|---|---|
| CPRSX (Clarion Partners Real Estate Income Fund Inc.) |
2.14%
Sep 2022 – Sep 2025 |
7.56%
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 |
|---|---|---|---|---|
| CPRSX (Clarion Partners Real Estate Income Fund Inc.) |
12.61%
Jul 2020 – Jul 2023 |
8.77%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart