Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DHCNL (Diversified Healthcare Trust) | 11.94% | 23.14% | 20.31% | 3.34% | 4.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHCNL (Diversified Healthcare Trust) | 02/22/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | 23.14 | 20.31 | 3.34 | 4.51 | NA | NA | … | … | 11.94 | 21.53 | 10.41 | 50.67 | -44.32 | -1.48 | 2.12 | 21.18 | -10.20 | 16.44 | 1.98 |
| Sharpe Ratio | NA | 1.12 | 0.87 | 0.03 | 0.07 | NA | NA | … | … | 1.95 | 0.81 | 0.26 | 1.40 | -1.29 | -0.11 | 0.02 | 1.11 | -0.64 | 1.49 | 0.18 |
| Standard Deviation(%) | NA | 19.24 | 24.35 | 27.73 | 40.03 | NA | NA | … | … | 16.24 | 23.21 | 25.85 | 33.85 | 35.64 | 13.75 | 105.99 | 17.68 | 18.24 | 10.62 | 11.61 |
| Draw Down(%) | NA | 12.15 | 22.11 | 55.85 | 74.69 | NA | NA | … | … | 7.96 | 14.37 | 14.83 | 22.11 | 51.87 | 13.58 | 74.69 | 12.84 | 19.87 | 3.17 | 11.08 |
| Yield(%) | 0.00 | 9.40 | 10.20 | 5.94 | 5.77 | 4.11 | 3.08 | … | … | 4.38 | 9.71 | 7.54 | 13.13 | 6.79 | 6.36 | 5.58 | 6.78 | 5.92 | 6.36 | 3.35 |
Data as of 06/04/2026, Common starting date is 02/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHCNL (Diversified Healthcare Trust) |
-18.21%
Sep 2019 – Sep 2022 |
-10.04%
Sep 2017 – Sep 2022 |
3.69%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHCNL (Diversified Healthcare Trust) |
27.45%
Sep 2022 – Sep 2025 |
7.78%
Jul 2020 – Jul 2025 |
4.67%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart