Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPRT (Essential Properties Realty Trust, Inc.) | 1.05% | -4.00% | 11.36% | 6.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPRT (Essential Properties Realty Trust, Inc.) | 06/22/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.38 | -4.00 | 11.36 | 6.09 | NA | NA | NA | … | … | 1.05 | -1.40 | 27.32 | 14.23 | -14.58 | 41.17 | -9.61 | 86.73 | 4.95 |
| Sharpe Ratio | NA | -0.26 | 0.48 | 0.25 | NA | NA | NA | … | … | 0.43 | -0.21 | 1.21 | 0.47 | -0.58 | 1.52 | -0.10 | 3.94 | 0.42 |
| Standard Deviation(%) | NA | 17.58 | 20.45 | 22.63 | NA | NA | NA | … | … | 18.43 | 20.86 | 19.56 | 22.75 | 27.72 | 27.04 | 94.24 | 21.63 | 19.63 |
| Draw Down(%) | NA | 12.17 | 20.31 | 38.42 | NA | NA | NA | … | … | 12.17 | 12.84 | 10.17 | 20.31 | 32.54 | 18.25 | 73.67 | 8.97 | 8.94 |
| Yield(%) | 0.00 | 3.79 | 4.82 | 4.13 | 5.97 | 3.98 | 2.98 | … | … | 1.03 | 3.91 | 4.46 | 4.90 | 3.71 | 4.89 | 3.81 | 6.43 | 3.19 |
Data as of 06/04/2026, Common starting date is 06/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPRT (Essential Properties Realty Trust, Inc.) |
-1.23%
Oct 2019 – Oct 2022 |
7.89%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPRT (Essential Properties Realty Trust, Inc.) |
38.10%
Aug 2018 – Aug 2021 |
25.54%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart