Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTRRF (CT Real Estate Investment Trust) | NA | 20.14% | -1.77% | 10.90% | NA | NA | NA | … | … |
Data as of 05/08/2025, Common starting date is 12/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTRRF (CT Real Estate Investment Trust) | 12/02/2016 | 05/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.14 | -1.77 | 10.90 | NA | NA | NA | … | … | 10.77 | 0.69 | -4.62 | -4.97 | 13.34 | 10.67 | 25.24 | -5.60 | 8.22 | 0.53 |
| Sharpe Ratio | NA | 0.33 | -0.18 | 0.36 | NA | NA | NA | … | … | 0.75 | -0.08 | -0.43 | -0.26 | 0.80 | 0.20 | 1.95 | -0.78 | 3.01 | 3.59 |
| Standard Deviation(%) | NA | 50.29 | 27.41 | 25.11 | NA | NA | NA | … | … | 40.73 | 37.06 | 19.24 | 23.59 | 17.61 | 52.65 | 12.17 | 9.03 | 2.52 | 1.92 |
| Draw Down(%) | NA | 25.03 | 25.03 | 25.31 | NA | NA | NA | … | … | 9.09 | 21.90 | 17.52 | 20.07 | 8.82 | 37.50 | 4.91 | 8.80 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.15 | 4.79 | 7.65 | 5.14 | 3.42 | 2.57 | … | … | 0.54 | 5.06 | 7.11 | 6.36 | 4.46 | 7.03 | 7.14 | 6.22 | 5.83 | 0.53 |
Data as of 05/08/2025, Common starting date is 12/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRRF (CT Real Estate Investment Trust) |
-5.71%
Mar 2022 – Mar 2025 |
1.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTRRF (CT Real Estate Investment Trust) |
21.76%
Mar 2019 – Mar 2022 |
11.44%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart