Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPR-PC (EPR Properties) | 14.61% | 8.12% | 15.77% | 5.63% | 5.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPR-PC (EPR Properties) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.59 | 8.12 | 15.77 | 5.63 | 5.12 | NA | NA | … | … | 14.61 | 13.24 | 4.82 | 27.63 | -24.72 | 17.61 | -20.94 | 22.14 | 5.52 | -0.44 | 24.83 | 9.09 | 21.98 | -0.44 | 18.25 |
| Sharpe Ratio | NA | 0.42 | 0.75 | 0.19 | 0.13 | NA | NA | … | … | 1.65 | 0.52 | 0.08 | 1.23 | -1.15 | 1.15 | -0.28 | 1.50 | 0.27 | -0.07 | 1.38 | 0.66 | 1.96 | -0.04 | 2.83 |
| Standard Deviation(%) | NA | 22.09 | 19.13 | 19.62 | 29.23 | NA | NA | … | … | 26.75 | 20.14 | 14.21 | 19.74 | 22.75 | 15.34 | 75.13 | 13.76 | 15.44 | 15.35 | 17.90 | 13.79 | 11.18 | 11.71 | 13.21 |
| Draw Down(%) | NA | 19.20 | 19.20 | 32.63 | 72.67 | NA | NA | … | … | 19.20 | 16.64 | 11.59 | 18.10 | 30.95 | 7.97 | 71.47 | 8.37 | 11.52 | 10.31 | 16.08 | 12.87 | 5.52 | 16.82 | 5.13 |
| Yield(%) | 0.00 | 5.85 | 7.30 | 5.42 | 5.15 | 6.86 | 5.15 | … | … | 1.59 | 6.95 | 6.75 | 8.12 | 5.60 | 6.20 | 4.62 | 5.38 | 5.39 | 5.06 | 6.08 | 6.13 | 7.09 | 6.55 | 5.52 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPR-PC (EPR Properties) |
-14.32%
Sep 2019 – Sep 2022 |
-4.43%
Apr 2019 – Apr 2024 |
3.52%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPR-PC (EPR Properties) |
21.96%
Sep 2022 – Sep 2025 |
15.46%
Mar 2020 – Mar 2025 |
8.11%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart