Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQC (Equity Commonwealth) | NA | 22.31% | 3.44% | -0.69% | 4.50% | 3.67% | 2.89% | … | … |
Data as of 05/05/2025, Common starting date is 12/17/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQC (Equity Commonwealth) | 12/17/1986 | 05/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.31 | 3.44 | -0.69 | 4.50 | 3.67 | 2.89 | … | … | -10.73 | 35.23 | -8.01 | 0.42 | -5.06 | -5.88 | 21.82 | 6.64 | 0.89 | 9.05 | 8.02 | 11.35 | 54.29 | 4.90 | -29.03 | 4.16 | 119.27 | -49.82 | -33.65 | 30.66 | -13.47 | 37.70 | 33.75 | 5.61 | 25.87 | -4.03 | -16.26 | -24.40 | 12.46 | 28.54 | 33.02 | -0.88 | 30.90 | -4.17 | 87.05 | 1.78 | 28.69 | 15.29 | -5.42 | -2.52 |
| Sharpe Ratio | NA | 0.79 | -0.05 | -0.20 | 0.17 | NA | NA | … | … | -1.21 | 1.74 | -0.79 | -0.06 | -0.36 | -0.27 | 1.64 | 0.40 | 0.02 | 0.50 | 0.44 | 0.69 | 1.01 | 0.21 | -0.77 | 0.12 | 1.28 | -0.39 | -1.52 | 1.46 | -0.86 | 1.75 | 2.21 | 0.18 | 1.07 | -0.22 | -0.59 | -1.15 | 0.62 | 1.68 | 1.80 | -0.19 | 1.21 | -0.19 | 3.09 | -0.11 | 0.77 | 0.35 | -0.31 | -1.58 |
| Standard Deviation(%) | NA | 21.09 | 17.79 | 16.74 | 16.49 | NA | NA | … | … | 26.04 | 16.44 | 15.73 | 16.73 | 14.02 | 22.85 | 12.42 | 13.45 | 11.16 | 17.59 | 17.98 | 16.45 | 53.76 | 22.87 | 37.86 | 34.73 | 92.92 | 130.00 | 24.17 | 18.85 | 18.29 | 21.03 | 14.95 | 25.08 | 22.34 | 37.65 | 33.30 | 24.19 | 14.32 | 14.81 | 16.19 | 20.08 | 23.64 | 33.42 | 26.85 | 32.04 | 29.88 | 29.88 | 30.55 | 34.79 |
| Draw Down(%) | NA | 15.05 | 19.67 | 25.05 | 25.87 | NA | NA | … | … | 15.05 | 8.13 | 16.30 | 13.38 | 14.09 | 15.44 | 7.06 | 9.07 | 8.34 | 9.92 | 10.21 | 13.72 | 19.80 | 30.61 | 40.73 | 26.80 | 35.27 | 80.03 | 41.44 | 9.82 | 21.00 | 20.45 | 8.97 | 19.45 | 19.39 | 35.31 | 40.85 | 27.80 | 12.27 | 6.56 | 7.41 | 13.85 | 13.96 | 36.52 | 10.10 | 20.79 | 11.76 | 9.72 | 26.55 | 6.29 |
| Yield(%) | 0.00 | 100.26 | 30.97 | 16.39 | 13.27 | 8.72 | 5.73 | … | … | 0.00 | 98.65 | 16.75 | 3.82 | 0.00 | 10.89 | 11.92 | 8.18 | 0.00 | 0.00 | 0.00 | 1.07 | 6.23 | 10.28 | 7.70 | 5.77 | 17.80 | 11.01 | 5.12 | 9.89 | 6.61 | 8.00 | 9.54 | 10.09 | 10.00 | 11.32 | 21.71 | 7.46 | 7.58 | 8.68 | 10.06 | 9.03 | 10.64 | 8.85 | 12.00 | 14.44 | 13.29 | 10.34 | 11.13 | 0.00 |
Data as of 05/05/2025, Common starting date is 12/17/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQC (Equity Commonwealth) |
-30.41%
Nov 2005 – Nov 2008 |
-15.08%
Nov 2003 – Nov 2008 |
-5.49%
Nov 1998 – Nov 2008 |
-1.01%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQC (Equity Commonwealth) |
40.36%
Oct 1990 – Oct 1993 |
27.24%
Oct 1990 – Oct 1995 |
21.24%
Mar 1988 – Mar 1998 |
14.24%
Feb 1990 – Feb 2005 |
Annualized Rolling Returns Comparison Chart