Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DRETD (Dream Office Real Estate Investment Trust) | NA | -30.16% | -21.15% | -2.21% | 1.69% | 16.68% | NA | 15.02% |
Data as of 05/28/2024, AR inception is 08/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRETD (Dream Office Real Estate Investment Trust) | 08/31/2007 | 05/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | -30.16 | -21.15 | -2.21 | 1.69 | 16.68 | NA | 15.02 | -10.03 | -22.01 | -37.12 | 27.83 | 9.13 | 64.55 | 1.20 | 34.70 | 38.18 | -29.98 | -5.75 | -6.74 | 47.35 | 40.64 | 115.09 | 265.44 | -53.03 | 4.44 |
| Sharpe Ratio | NA | -0.61 | -0.56 | -0.08 | 0.02 | NA | NA | 0.35 | -0.48 | -0.55 | -1.10 | 1.05 | 0.11 | 4.83 | -0.01 | 2.04 | 1.18 | -1.35 | -0.42 | -0.38 | 3.07 | 1.52 | 3.78 | 5.61 | -0.72 | 0.54 |
| Standard Deviation(%) | NA | 54.60 | 42.28 | 49.51 | 38.18 | NA | NA | 38.62 | 55.46 | 48.20 | 35.04 | 26.56 | 81.55 | 13.08 | 17.82 | 16.81 | 32.12 | 22.26 | 13.59 | 17.74 | 15.55 | 26.75 | 30.42 | 47.30 | 75.05 | 21.81 |
| Draw Down(%) | NA | 49.20 | 73.45 | 73.72 | 73.72 | NA | NA | 74.23 | 33.23 | 53.48 | 55.44 | 16.71 | 59.52 | 6.11 | 16.87 | 8.88 | 22.75 | 40.92 | 19.62 | 19.70 | 11.87 | 16.68 | 15.88 | 21.33 | 73.88 | 10.39 |
| Yield(%) | 0.00 | 11.69 | 6.29 | 9.89 | 7.90 | 30.29 | 10.88 | 13.60 | 4.34 | 10.50 | 5.70 | 6.83 | 6.67 | 12.40 | 9.45 | 11.98 | 19.17 | 16.07 | 15.04 | 21.63 | 24.84 | 29.44 | 43.25 | 76.39 | 26.03 | 8.36 |
Data as of 05/28/2024, AR inception is 08/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRETD (Dream Office Real Estate Investment Trust) |
-24.13%
Mar 2021 - Mar 2024 |
-6.33%
Oct 2018 - Oct 2023 |
-0.04%
Oct 2013 - Oct 2023 |
15.44%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRETD (Dream Office Real Estate Investment Trust) |
127.38%
Nov 2008 - Nov 2011 |
73.79%
Nov 2008 - Nov 2013 |
36.70%
Nov 2008 - Nov 2018 |
22.79%
Jan 2009 - Jan 2024 |
Annualized Rolling Returns Comparison Chart