Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPR (EPR Properties) | 16.32% | 8.16% | 17.94% | 9.03% | 3.72% | 7.82% | 8.22% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPR (EPR Properties) | 11/18/1997 | 06/04/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 8.16 | 17.94 | 9.03 | 3.72 | 7.82 | 8.22 | … | … | 16.32 | 20.52 | -1.25 | 38.83 | -14.61 | 50.60 | -52.10 | 17.13 | 4.78 | -3.41 | 29.69 | 8.04 | 24.85 | 13.36 | 12.87 | 0.72 | 39.34 | 31.58 | -31.53 | -14.79 | 52.04 | -3.01 | 35.97 | 57.74 | 32.00 | 95.68 | -3.84 | -22.43 | -12.26 | -0.64 |
| Sharpe Ratio | NA | 0.37 | 0.74 | 0.30 | 0.05 | NA | NA | … | … | 1.85 | 0.75 | -0.27 | 1.44 | -0.50 | 1.31 | -0.46 | 1.01 | 0.16 | -0.25 | 1.35 | 0.44 | 1.36 | 0.70 | 0.67 | 0.02 | 1.27 | 0.43 | -0.38 | -0.54 | 2.41 | -0.24 | 1.37 | 3.36 | 1.24 | 3.07 | -0.21 | -1.09 | -0.54 | -0.60 |
| Standard Deviation(%) | NA | 22.34 | 21.91 | 26.73 | 42.89 | NA | NA | … | … | 24.84 | 23.63 | 18.19 | 24.71 | 32.51 | 38.54 | 113.35 | 15.48 | 21.42 | 16.06 | 21.86 | 18.41 | 18.27 | 19.16 | 19.16 | 32.28 | 31.01 | 73.38 | 85.52 | 33.12 | 20.25 | 21.82 | 25.46 | 16.97 | 24.89 | 31.00 | 37.71 | 23.63 | 29.37 | 15.57 |
| Draw Down(%) | NA | 19.51 | 19.51 | 35.63 | 82.03 | NA | NA | … | … | 19.51 | 18.72 | 16.83 | 20.33 | 35.63 | 19.10 | 80.77 | 13.68 | 17.76 | 15.05 | 20.12 | 21.37 | 15.71 | 21.23 | 14.74 | 28.01 | 20.51 | 58.52 | 67.61 | 36.62 | 10.88 | 17.40 | 24.02 | 7.05 | 19.88 | 13.08 | 28.63 | 36.05 | 25.94 | 3.80 |
| Yield(%) | 0.54 | 6.43 | 8.09 | 6.33 | 4.60 | 7.16 | 7.58 | … | … | 2.99 | 8.00 | 6.97 | 8.95 | 6.71 | 4.85 | 2.20 | 7.13 | 6.70 | 5.68 | 6.60 | 6.20 | 6.96 | 6.83 | 6.78 | 5.88 | 7.38 | 8.93 | 7.25 | 5.19 | 6.78 | 5.71 | 6.46 | 8.42 | 9.88 | 15.48 | 13.35 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPR (EPR Properties) |
-26.24%
Mar 2017 – Mar 2020 |
-11.75%
Feb 2004 – Feb 2009 |
-0.48%
Oct 2010 – Oct 2020 |
3.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPR (EPR Properties) |
59.72%
Dec 2000 – Dec 2003 |
44.88%
Aug 2000 – Aug 2005 |
25.50%
Feb 2009 – Feb 2019 |
19.89%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart