Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPR-PG (EPR Properties) | 4.70% | 8.43% | 10.04% | 2.05% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPR-PG (EPR Properties) | 11/24/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 8.43 | 10.04 | 2.05 | NA | NA | NA | … | … | 4.70 | 6.58 | 1.85 | 33.66 | -28.61 | 14.24 | -0.95 | 30.82 | -11.00 | 1.45 |
| Sharpe Ratio | NA | 0.38 | 0.48 | -0.02 | NA | NA | NA | … | … | 0.75 | 0.21 | -0.11 | 1.40 | -1.31 | 1.06 | -0.02 | 3.24 | -0.92 | 3.75 |
| Standard Deviation(%) | NA | 14.59 | 17.43 | 18.63 | NA | NA | NA | … | … | 14.40 | 17.46 | 16.37 | 21.59 | 23.01 | 13.39 | 72.54 | 9.06 | 13.44 | 4.10 |
| Draw Down(%) | NA | 11.90 | 17.81 | 33.56 | NA | NA | NA | … | … | 8.59 | 11.90 | 13.46 | 18.99 | 33.12 | 7.32 | 63.87 | 4.61 | 14.25 | 1.05 |
| Yield(%) | 0.00 | 7.20 | 7.67 | 5.57 | 4.96 | 3.31 | 2.48 | … | … | 1.81 | 7.15 | 6.89 | 8.51 | 5.67 | 6.19 | 6.56 | 6.70 | 5.78 | 0.72 |
Data as of 06/05/2026, Common starting date is 11/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPR-PG (EPR Properties) |
-7.48%
Oct 2019 – Oct 2022 |
-1.22%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPR-PG (EPR Properties) |
14.47%
Sep 2022 – Sep 2025 |
13.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart