Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FESNF (First Real Estate Investment Trust) | NA | 27.70% | 11.79% | -10.62% | -8.45% | NA | NA | … | … |
Data as of 07/15/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FESNF (First Real Estate Investment Trust) | 06/19/2012 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.70 | 11.79 | -10.62 | -8.45 | NA | NA | … | … | 12.39 | 1.47 | 22.63 | -7.64 | 7.35 | -69.27 | 5.70 | -27.63 | 33.77 | 10.87 | -0.49 | 16.42 | 0.60 | 24.63 |
| Sharpe Ratio | NA | 0.26 | 0.18 | -0.23 | -0.24 | NA | NA | … | … | 0.20 | -0.05 | 0.37 | -0.25 | 0.12 | -0.98 | 0.58 | -1.62 | 2.79 | 0.45 | -0.02 | 0.94 | 0.02 | 1.49 |
| Standard Deviation(%) | NA | 94.76 | 47.23 | 54.28 | 40.80 | NA | NA | … | … | 94.67 | 44.49 | 51.27 | 36.47 | 58.96 | 71.04 | 7.25 | 18.02 | 11.92 | 23.45 | 30.99 | 17.52 | 30.44 | 34.63 |
| Draw Down(%) | NA | 11.38 | 30.03 | 70.07 | 83.06 | NA | NA | … | … | 5.80 | 17.69 | 30.03 | 25.74 | 27.27 | 74.38 | 4.17 | 28.30 | 4.64 | 13.00 | 28.19 | 5.53 | 29.20 | 6.94 |
| Yield(%) | 0.00 | 1.12 | 6.91 | 3.12 | 3.99 | 5.46 | 4.10 | … | … | 0.50 | 5.00 | 10.44 | 8.72 | 9.83 | 5.65 | 10.67 | 3.70 | 8.05 | 9.30 | 6.51 | 6.25 | 3.59 | 4.48 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| FESNF (First Real Estate Investment Trust) |
-43.50%
Feb 2018 – Feb 2021 |
-25.38%
Sep 2017 – Sep 2022 |
-10.53%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FESNF (First Real Estate Investment Trust) |
18.14%
Jul 2012 – Jul 2015 |
14.81%
Sep 2012 – Sep 2017 |
-6.65%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart