Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DRREF (Dream Residential Real Estate Investment Trust) | 50.33% | 47.46% | NA | NA | NA | NA | NA | 13.24% |
Data as of 08/01/2025, AR inception is 08/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRREF (Dream Residential Real Estate Investment Trust) | 08/31/2022 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 47.46 | NA | NA | NA | NA | NA | 13.24 | 50.33 | -2.19 | 9.77 | -20.54 |
| Sharpe Ratio | NA | 1.26 | NA | NA | NA | NA | NA | 0.14 | 2.66 | -0.17 | 0.15 | -1.06 |
| Standard Deviation(%) | NA | 35.22 | NA | NA | NA | NA | NA | 39.11 | 37.20 | 33.65 | 41.33 | 49.47 |
| Draw Down(%) | NA | 17.69 | NA | NA | NA | NA | NA | 43.74 | 13.34 | 17.69 | 43.74 | 27.46 |
| Yield(%) | 0.38 | 6.31 | 4.90 | 2.94 | 1.47 | 0.98 | 0.74 | 7.35 | 3.83 | 6.06 | 6.58 | 1.89 |
Data as of 08/01/2025, AR inception is 08/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRREF (Dream Residential Real Estate Investment Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRREF (Dream Residential Real Estate Investment Trust) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart