Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRREX (Resource Real Estate Diversified Income) | NA | 6.00% | 6.89% | 6.29% | NA | NA | NA | … | … |
Data as of 05/21/2020, Common starting date is 02/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRREX (Resource Real Estate Diversified Income) | 02/17/2015 | 05/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.00 | 6.89 | 6.29 | NA | NA | NA | … | … | 1.03 | 12.51 | 4.03 | 5.94 | 8.93 | -1.90 |
| Sharpe Ratio | NA | 2.23 | 1.44 | 0.97 | NA | NA | NA | … | … | 2.84 | 3.69 | 0.49 | 1.26 | 1.04 | -0.28 |
| Standard Deviation(%) | NA | 2.26 | 4.07 | 5.74 | NA | NA | NA | … | … | 0.77 | 3.01 | 5.47 | 4.23 | 8.37 | 7.94 |
| Draw Down(%) | NA | 0.93 | 5.03 | 10.70 | NA | NA | NA | … | … | 0.09 | 0.93 | 5.03 | 2.86 | 9.15 | 6.12 |
| Yield(%) | 0.00 | 4.93 | 5.29 | 5.30 | 2.71 | 1.81 | 1.36 | … | … | 0.00 | 6.59 | 5.42 | 5.40 | 5.65 | 5.22 |
Data as of 05/21/2020, Common starting date is 02/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRREX (Resource Real Estate Diversified Income) |
3.39%
Mar 2015 – Mar 2018 |
5.91%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRREX (Resource Real Estate Diversified Income) |
9.90%
Feb 2016 – Feb 2019 |
6.29%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart