Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRREF (Dream Residential Real Estate Investment Trust) | NA | 64.63% | 20.18% | NA | NA | NA | NA | … | … |
Data as of 11/20/2025, Common starting date is 08/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRREF (Dream Residential Real Estate Investment Trust) | 08/31/2022 | 11/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | 64.63 | 20.18 | NA | NA | NA | NA | … | … | 75.16 | -1.92 | 9.77 | -20.54 |
| Sharpe Ratio | NA | 1.75 | 0.45 | NA | NA | NA | NA | … | … | 2.40 | -0.16 | 0.15 | -1.06 |
| Standard Deviation(%) | NA | 35.20 | 37.33 | NA | NA | NA | NA | … | … | 35.38 | 33.65 | 41.33 | 49.47 |
| Draw Down(%) | NA | 13.34 | 43.74 | NA | NA | NA | NA | … | … | 13.34 | 17.69 | 43.74 | 27.46 |
| Yield(%) | 0.00 | 6.39 | 5.98 | 3.27 | 1.64 | 1.09 | 0.82 | … | … | 5.74 | 6.36 | 6.58 | 1.89 |
Data as of 11/20/2025, Common starting date 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) |
19.98%
Oct 2022 – Oct 2025 |
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) |
21.60%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart