Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCXXF (First Capital Real Estate Investment Trust) | 23.46% | 36.07% | 22.11% | 8.01% | 6.18% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCXXF (First Capital Real Estate Investment Trust) | 06/19/2012 | 06/11/2026 |
| 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 (%) | 0.78 | 36.07 | 22.11 | 8.01 | 6.18 | NA | NA | … | … | 23.46 | 22.01 | 9.43 | 0.19 | -11.65 | 31.10 | -20.19 | 14.59 | -6.55 | 14.03 | 19.34 | -11.45 | 2.99 | -9.65 | 9.19 |
| Sharpe Ratio | NA | 2.06 | 0.61 | 0.20 | 0.16 | NA | NA | … | … | 3.08 | 1.23 | 0.23 | -0.08 | -0.51 | 1.38 | -0.35 | 1.07 | -0.64 | 1.02 | 0.78 | -0.46 | 0.26 | -0.85 | 2.34 |
| Standard Deviation(%) | NA | 15.95 | 30.39 | 28.05 | 28.61 | NA | NA | … | … | 19.17 | 15.61 | 25.69 | 44.11 | 25.64 | 22.56 | 58.33 | 12.25 | 12.50 | 13.15 | 24.51 | 24.71 | 11.40 | 11.42 | 7.73 |
| Draw Down(%) | NA | 6.39 | 19.20 | 30.83 | 52.13 | NA | NA | … | … | 5.02 | 6.39 | 14.09 | 25.86 | 27.39 | 9.93 | 51.93 | 5.83 | 11.38 | 6.59 | 12.88 | 20.15 | 8.69 | 15.45 | 0.00 |
| Yield(%) | 0.00 | 5.07 | 6.47 | 4.47 | 4.61 | 3.98 | 2.98 | … | … | 2.01 | 4.91 | 6.61 | 6.93 | 4.08 | 4.07 | 5.32 | 4.84 | 5.14 | 5.56 | 6.27 | 5.24 | 5.12 | 4.41 | 3.44 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| FCXXF (First Capital Real Estate Investment Trust) |
-11.17%
Mar 2017 – Mar 2020 |
-5.26%
May 2015 – May 2020 |
-0.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCXXF (First Capital Real Estate Investment Trust) |
21.26%
May 2023 – May 2026 |
13.66%
Oct 2020 – Oct 2025 |
7.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart