Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTO (CTO Realty Growth, Inc.) | -6.73% | 0.72% | 1.90% | 12.29% | 4.06% | 7.31% | 0.17% | 7.07% |
Data as of 07/25/2025, AR inception is 09/08/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTO (CTO Realty Growth, Inc.) | 09/08/1992 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | 0.72 | 1.90 | 12.29 | 4.06 | 7.31 | 0.17 | 7.07 | -6.73 | 23.61 | 3.66 | -7.21 | 45.68 | -14.17 | 15.71 | -16.89 | 19.26 | 1.59 | -5.40 | 54.00 | 17.22 | 14.71 | -6.20 | -17.18 | -7.68 | -38.52 | -12.96 | 2.67 | 65.70 | 32.47 | 71.39 | -2.14 | 69.40 | -5.31 | -7.54 | -18.80 | 12.33 | 1.69 | 45.28 | -17.04 | 20.32 | -2.86 |
| Sharpe Ratio | NA | -0.15 | -0.06 | 0.35 | 0.07 | NA | NA | 0.15 | -0.78 | 0.89 | 0.00 | -0.31 | 1.63 | -0.25 | 0.65 | -0.67 | 0.88 | 0.06 | -0.19 | 1.58 | 0.72 | 0.49 | -0.19 | -0.48 | -0.10 | -0.50 | -0.54 | -0.03 | 1.57 | 1.26 | 2.66 | -0.15 | 1.44 | -0.43 | -0.35 | -0.82 | 0.37 | -0.11 | 2.00 | -0.88 | 0.78 | -0.49 |
| Standard Deviation(%) | NA | 26.38 | 23.63 | 28.07 | 29.36 | NA | NA | 33.91 | 24.30 | 22.41 | 20.98 | 28.00 | 27.94 | 56.99 | 21.82 | 27.21 | 21.28 | 21.68 | 28.20 | 34.17 | 23.80 | 30.37 | 32.54 | 35.62 | 74.89 | 79.39 | 30.16 | 25.26 | 40.42 | 24.90 | 26.58 | 22.18 | 47.39 | 22.42 | 30.78 | 27.15 | 23.35 | 17.83 | 20.61 | 22.82 | 23.08 | 22.14 |
| Draw Down(%) | NA | 16.80 | 25.47 | 26.07 | 46.34 | NA | NA | 74.78 | 16.80 | 10.78 | 19.06 | 21.11 | 12.34 | 46.34 | 13.11 | 26.00 | 10.04 | 18.48 | 21.75 | 25.90 | 14.97 | 22.88 | 28.02 | 28.75 | 42.94 | 61.47 | 23.03 | 27.30 | 40.05 | 17.39 | 9.92 | 31.42 | 32.28 | 13.36 | 29.63 | 43.71 | 29.15 | 20.80 | 15.63 | 22.16 | 16.03 | 12.26 |
| Yield(%) | 0.00 | 8.01 | 7.08 | 1.95 | 0.99 | 1.33 | 0.44 | 2.88 | 3.92 | 8.73 | 8.23 | 1.21 | 0.00 | 0.00 | 0.83 | 0.52 | 0.34 | 0.23 | 0.14 | 0.19 | 0.19 | 0.14 | 0.13 | 0.11 | 0.78 | 0.66 | 0.53 | 0.48 | 0.71 | 0.80 | 1.15 | 1.01 | 1.67 | 1.60 | 2.46 | 3.86 | 3.88 | 3.24 | 3.67 | 2.33 | 2.42 | 0.00 |
Data as of 07/25/2025, AR inception is 09/08/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTO (CTO Realty Growth, Inc.) |
-29.17%
Feb 2006 - Feb 2009 |
-19.69%
Jul 2005 - Jul 2010 |
-3.83%
Jul 2005 - Jul 2015 |
-3.57%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTO (CTO Realty Growth, Inc.) |
77.36%
Jul 2002 - Jul 2005 |
50.47%
Jul 2000 - Jul 2005 |
23.21%
Jul 1995 - Jul 2005 |
14.33%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart