Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOC (Healthpeak Properties, Inc.) | 25.51% | 22.90% | 6.05% | -3.96% | 7.75% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOC (Healthpeak Properties, Inc.) | 07/22/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 22.90 | 6.05 | -3.96 | 7.75 | NA | NA | … | … | 25.51 | -15.16 | 10.07 | -13.46 | -27.06 | 27.34 | 74.65 | 24.71 | -5.74 | -0.54 | 29.51 | 7.32 | 39.18 | 11.18 |
| Sharpe Ratio | NA | 0.51 | 0.15 | -0.26 | 0.17 | NA | NA | … | … | 1.77 | -0.76 | 0.28 | -0.59 | -1.05 | 1.31 | 0.84 | 1.28 | -0.31 | -0.07 | 1.17 | 0.37 | 2.07 | 1.35 |
| Standard Deviation(%) | NA | 28.36 | 26.84 | 26.09 | 36.04 | NA | NA | … | … | 35.04 | 23.91 | 23.31 | 29.10 | 27.34 | 20.78 | 87.88 | 18.10 | 23.24 | 17.83 | 25.12 | 19.81 | 18.95 | 19.69 |
| Draw Down(%) | NA | 17.09 | 28.10 | 52.35 | 52.35 | NA | NA | … | … | 9.96 | 20.39 | 21.01 | 40.71 | 39.27 | 10.89 | 46.56 | 10.36 | 19.22 | 18.91 | 11.92 | 19.20 | 8.84 | 12.67 |
| Yield(%) | 0.00 | 7.16 | 6.84 | 4.48 | 7.32 | 9.54 | 7.16 | … | … | 3.15 | 6.07 | 7.14 | 7.43 | 3.96 | 7.34 | 13.15 | 5.96 | 5.17 | 4.86 | 5.40 | 5.37 | 7.16 | 1.55 |
Data as of 06/04/2026, Common starting date is 07/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOC (Healthpeak Properties, Inc.) |
-12.59%
Apr 2021 – Apr 2024 |
-7.87%
Apr 2021 – Apr 2026 |
6.20%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOC (Healthpeak Properties, Inc.) |
41.97%
Jul 2018 – Jul 2021 |
23.76%
Jan 2015 – Jan 2020 |
13.90%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart