Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPR-PE (EPR Properties Series E Cumulative Conv Pfd Shs Ser E) | 8.72% | 11.52% | 14.46% | 5.59% | 6.54% | 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-PE (EPR Properties Series E Cumulative Conv Pfd Shs Ser E) | 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 (%) | -2.24 | 11.52 | 14.46 | 5.59 | 6.54 | NA | NA | … | … | 8.72 | 18.23 | 4.78 | 18.88 | -22.20 | 20.14 | -9.74 | 19.11 | -1.59 | 9.28 | 22.33 | 6.28 | 20.63 | 1.92 | 11.87 |
| Sharpe Ratio | NA | 0.71 | 0.82 | 0.21 | 0.18 | NA | NA | … | … | 1.12 | 0.98 | 0.09 | 1.02 | -1.22 | 0.89 | -0.14 | 1.97 | -0.19 | 0.75 | 1.34 | 0.45 | 2.31 | 0.13 | 2.28 |
| Standard Deviation(%) | NA | 14.07 | 14.60 | 16.11 | 26.58 | NA | NA | … | … | 17.71 | 15.78 | 12.73 | 15.03 | 19.37 | 22.65 | 69.16 | 8.96 | 15.49 | 11.57 | 16.51 | 13.75 | 8.93 | 14.56 | 10.36 |
| Draw Down(%) | NA | 10.61 | 11.79 | 27.30 | 65.90 | NA | NA | … | … | 10.61 | 11.17 | 11.79 | 10.09 | 25.23 | 16.23 | 65.90 | 2.96 | 7.64 | 5.28 | 9.33 | 10.98 | 2.92 | 16.46 | 3.35 |
| Yield(%) | 0.00 | 7.31 | 8.37 | 6.33 | 6.51 | 7.45 | 5.59 | … | … | 1.84 | 8.18 | 7.92 | 8.59 | 6.40 | 7.11 | 5.89 | 6.58 | 6.19 | 6.32 | 7.28 | 7.17 | 8.07 | 7.53 | 5.98 |
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-PE (EPR Properties Series E Cumulative Conv Pfd Shs Ser E) |
-9.93%
Mar 2017 – Mar 2020 |
-2.59%
Mar 2015 – Mar 2020 |
4.86%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPR-PE (EPR Properties Series E Cumulative Conv Pfd Shs Ser E) |
16.98%
Aug 2013 – Aug 2016 |
15.35%
Mar 2020 – Mar 2025 |
8.12%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart