Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSR (Centerspace) | -8.71% | -0.29% | 7.68% | 0.88% | 3.68% | 2.80% | 3.57% | … | … |
Data as of 03/16/2026, Common starting date is 10/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSR (Centerspace) | 10/17/1997 | 03/16/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | -0.29 | 7.68 | 0.88 | 3.68 | 2.80 | 3.57 | … | … | -8.71 | 5.95 | 19.08 | 4.37 | -44.96 | 62.26 | 1.75 | 54.26 | -8.88 | -16.48 | 11.09 | -8.33 | 1.16 | 4.30 | 27.71 | -12.57 | 7.70 | -9.29 | 25.67 | -6.57 | 18.97 | -5.91 | 12.92 | 4.16 | 12.80 | 23.53 | 8.76 | 11.05 | 9.25 | 1.50 |
| Sharpe Ratio | NA | -0.05 | 0.17 | -0.06 | 0.07 | NA | NA | … | … | -2.42 | 0.12 | 0.65 | 0.03 | -1.54 | 2.69 | 0.03 | 2.81 | -0.45 | -0.69 | 0.31 | -0.37 | 0.07 | 0.22 | 1.60 | -0.42 | 0.36 | -0.23 | 0.47 | -0.36 | 0.79 | -0.39 | 0.56 | 0.14 | 0.39 | 0.99 | 0.14 | 0.06 | 0.21 | 0.10 |
| Standard Deviation(%) | NA | 24.80 | 25.12 | 26.16 | 29.37 | NA | NA | … | … | 15.98 | 25.75 | 23.89 | 27.37 | 30.19 | 23.12 | 51.78 | 18.76 | 22.84 | 25.00 | 35.00 | 22.58 | 16.94 | 19.59 | 17.41 | 30.16 | 21.14 | 40.62 | 52.79 | 27.38 | 19.66 | 21.18 | 21.23 | 24.14 | 29.66 | 21.74 | 31.45 | 123.81 | 27.09 | 40.55 |
| Draw Down(%) | NA | 17.43 | 27.28 | 53.39 | 53.39 | NA | NA | … | … | 9.09 | 17.66 | 13.69 | 30.08 | 45.81 | 9.69 | 46.97 | 9.09 | 21.40 | 20.73 | 20.94 | 21.47 | 17.40 | 18.26 | 10.08 | 26.29 | 11.96 | 19.70 | 33.60 | 21.66 | 6.84 | 12.30 | 9.17 | 12.10 | 22.66 | 9.98 | 9.22 | 59.79 | 6.67 | 8.62 |
| Yield(%) | 0.00 | 4.80 | 5.31 | 4.07 | 31.99 | 18.10 | 14.71 | … | … | 0.00 | 4.74 | 5.24 | 5.02 | 2.70 | 4.06 | 3.97 | 5.61 | 15.99 | 3.91 | 7.66 | 6.31 | 6.12 | 5.78 | 6.99 | 6.67 | 7.65 | 6.65 | 5.46 | 6.50 | 7.04 | 6.25 | 6.33 | 4.67 | 6.59 | 5.50 | 6.83 | 5.00 | 6.30 | 1.45 |
Data as of 03/16/2026, Common starting date is 10/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSR (Centerspace) |
-11.89%
Dec 2021 – Dec 2024 |
-7.58%
Feb 2013 – Feb 2018 |
-1.14%
Dec 2008 – Dec 2018 |
1.14%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSR (Centerspace) |
36.57%
Dec 2018 – Dec 2021 |
16.04%
Nov 1997 – Nov 2002 |
10.99%
Sep 1998 – Sep 2008 |
8.71%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison Chart