Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DLR-PL (Digital Realty Trust Inc) 0.74% 6.03% 2.61% -0.63% NA NA NA
Data as of 06/04/2026, Common starting date is 10/03/2019
More Performance Analytics Comparison
Name Start Date End Date
DLR-PL (Digital Realty Trust Inc) 10/03/2019 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
Annualized Return (%) -0.49 6.03 2.61 -0.63 NA NA NA 0.74 2.32 0.82 17.13 -20.08 2.91 12.47 4.01
Sharpe Ratio NA 0.45 0.21 -0.22 NA NA NA 0.08 -0.05 -0.24 0.80 -1.30 0.35 0.37 2.71
Standard Deviation(%) NA 9.31 12.54 13.40 NA NA NA 8.82 11.60 11.81 16.92 16.62 8.30 33.15 6.11
Draw Down(%) NA 11.34 16.84 28.80 NA NA NA 6.51 8.96 11.86 16.14 26.68 5.15 32.47 3.35
Yield(%) 0.00 6.38 5.78 4.65 3.46 2.31 1.73 1.57 6.00 5.92 6.38 4.89 4.78 6.06 1.16
Data as of 06/04/2026, Common starting date is 10/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLR-PL (Digital Realty Trust Inc) -4.83%
Oct 2020 – Oct 2023
-0.57%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLR-PL (Digital Realty Trust Inc) 11.19%
Oct 2022 – Oct 2025
3.32%
Nov 2019 – Nov 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return