Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRE (CareTrust REIT, Inc.) | 4.65% | 34.60% | 30.11% | 15.64% | 16.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRE (CareTrust REIT, Inc.) | 05/30/2014 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.21 | 34.60 | 30.11 | 15.64 | 16.35 | NA | NA | … | … | 4.65 | 39.35 | 26.31 | 27.31 | -13.58 | 7.99 | 13.67 | 16.31 | 17.33 | 14.12 | 47.00 | -6.48 | 46.73 |
| Sharpe Ratio | NA | 1.99 | 1.51 | 0.61 | 0.46 | NA | NA | … | … | 1.24 | 1.65 | 1.16 | 1.11 | -0.50 | 0.30 | 0.16 | 0.68 | 0.62 | 0.77 | 1.82 | -0.18 | 1.16 |
| Standard Deviation(%) | NA | 23.28 | 21.76 | 24.49 | 34.62 | NA | NA | … | … | 28.60 | 22.24 | 19.53 | 21.51 | 30.00 | 26.48 | 83.10 | 21.92 | 25.69 | 17.55 | 25.69 | 36.44 | 78.48 |
| Draw Down(%) | NA | 12.25 | 23.19 | 30.93 | 67.43 | NA | NA | … | … | 12.25 | 10.23 | 18.32 | 14.49 | 29.06 | 17.69 | 65.67 | 21.49 | 22.79 | 14.47 | 15.89 | 27.81 | 37.82 |
| Yield(%) | 0.00 | 4.82 | 6.38 | 5.09 | 7.65 | 7.31 | 5.49 | … | … | 1.07 | 5.05 | 5.19 | 5.98 | 4.76 | 4.95 | 4.95 | 5.03 | 6.05 | 4.84 | 6.36 | 5.34 | 56.60 |
Data as of 06/04/2026, Common starting date is 05/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRE (CareTrust REIT, Inc.) |
-8.13%
Apr 2019 – Apr 2022 |
4.14%
Apr 2017 – Apr 2022 |
12.59%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRE (CareTrust REIT, Inc.) |
56.03%
Sep 2014 – Sep 2017 |
39.05%
Sep 2014 – Sep 2019 |
24.41%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart