Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFRTF (Nexus Real Estate Investment Trust) | 2.14% | 15.37% | 5.43% | 0.69% | 22.05% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFRTF (Nexus Real Estate Investment Trust) | 05/27/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.25 | 15.37 | 5.43 | 0.69 | 22.05 | NA | NA | … | … | 2.14 | 15.53 | -3.58 | -3.13 | -24.83 | -56.70 | 336.86 | 77.30 | 24.80 | 67.66 | 66.51 | 11.32 | -16.81 |
| Sharpe Ratio | NA | 0.80 | 0.10 | 0.02 | 0.05 | NA | NA | … | … | 0.41 | 0.48 | -0.28 | -0.23 | -0.64 | -0.39 | 0.28 | 5.07 | 1.28 | 3.00 | 4.09 | 0.58 | -0.57 |
| Standard Deviation(%) | NA | 22.10 | 27.31 | 32.05 | 393.41 | NA | NA | … | … | 19.88 | 26.37 | 26.16 | 30.39 | 40.91 | 145.11 | 1,214.00 | 14.95 | 18.34 | 22.45 | 16.20 | 19.56 | 46.52 |
| Draw Down(%) | NA | 11.25 | 32.36 | 53.17 | 85.43 | NA | NA | … | … | 9.64 | 19.10 | 20.77 | 39.96 | 42.95 | 73.27 | 85.43 | 2.68 | 10.65 | 10.30 | 7.63 | 10.99 | 29.90 |
| Yield(%) | 0.66 | 8.67 | 7.59 | 6.19 | 38.06 | 18.31 | 13.74 | … | … | 3.38 | 7.85 | 7.96 | 8.26 | 5.66 | 6.06 | 26.88 | 44.06 | 37.50 | 40.42 | 47.20 | 32.10 | 17.31 |
Data as of 06/05/2026, Common starting date is 05/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFRTF (Nexus Real Estate Investment Trust) |
-34.82%
Oct 2020 – Oct 2023 |
-18.88%
Dec 2020 – Dec 2025 |
20.58%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFRTF (Nexus Real Estate Investment Trust) |
113.02%
Dec 2017 – Dec 2020 |
93.30%
Dec 2015 – Dec 2020 |
25.26%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart