Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKKEF (Charter Hall Social Infrastructure REIT) | 1.54% | 7.37% | 7.44% | 7.82% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKKEF (Charter Hall Social Infrastructure REIT) | 10/10/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.37 | 7.44 | 7.82 | NA | NA | NA | … | … | 1.54 | 8.49 | 8.19 | 6.19 | 8.42 | 8.33 | 7.71 | 5.08 | 1.50 |
| Sharpe Ratio | NA | 0.96 | 1.11 | 1.37 | NA | NA | NA | … | … | 0.55 | 1.12 | 1.43 | 0.84 | 1.74 | 2.09 | 2.00 | 1.25 | 1.68 |
| Standard Deviation(%) | NA | 4.90 | 3.77 | 3.87 | NA | NA | NA | … | … | 2.41 | 5.01 | 3.19 | 3.06 | 4.02 | 3.98 | 3.71 | 2.88 | 3.19 |
| Draw Down(%) | NA | 3.00 | 3.00 | 3.00 | NA | NA | NA | … | … | 0.00 | 3.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 9.93 | 8.32 | 7.22 | 4.88 | 3.25 | 2.44 | … | … | 1.52 | 11.05 | 8.02 | 5.96 | 5.60 | 5.31 | 4.87 | 5.00 | 1.50 |
Data as of 06/05/2026, Common starting date is 10/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKKEF (Charter Hall Social Infrastructure REIT) |
6.84%
Nov 2018 – Nov 2021 |
7.10%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKKEF (Charter Hall Social Infrastructure REIT) |
8.17%
Mar 2020 – Mar 2023 |
8.14%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart