Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FR (First Industrial Realty Trust, Inc.) | 8.65% | 31.04% | 8.67% | 6.33% | 12.41% | 14.50% | 5.39% | … | … |
Data as of 06/04/2026, Common starting date is 06/24/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FR (First Industrial Realty Trust, Inc.) | 06/24/1994 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 31.04 | 8.67 | 6.33 | 12.41 | 14.50 | 5.39 | … | … | 8.65 | 18.17 | -2.01 | 11.91 | -25.40 | 60.33 | 4.24 | 47.35 | -5.63 | 15.48 | 30.45 | 10.32 | 20.40 | 26.53 | 37.63 | 16.78 | 67.50 | -30.59 | -75.75 | -20.73 | 30.08 | 1.45 | 29.50 | 31.43 | -1.91 | -0.37 | 34.48 | 2.33 | -25.78 | 18.93 | 35.00 | 15.38 | -17.46 |
| Sharpe Ratio | NA | 1.35 | 0.26 | 0.19 | 0.44 | NA | NA | … | … | 1.09 | 0.62 | -0.27 | 0.37 | -1.00 | 3.43 | 0.09 | 3.03 | -0.35 | 1.00 | 1.47 | 0.50 | 1.07 | 1.13 | 1.60 | 0.32 | 1.18 | -0.24 | -0.64 | -0.90 | 1.45 | -0.04 | 1.27 | 1.85 | -0.16 | -0.18 | 1.58 | -0.05 | -1.14 | 0.68 | 1.36 | 0.52 | -1.24 |
| Standard Deviation(%) | NA | 19.27 | 22.33 | 22.80 | 24.50 | NA | NA | … | … | 19.23 | 24.88 | 20.69 | 22.79 | 26.99 | 17.56 | 46.52 | 15.13 | 19.98 | 14.87 | 20.62 | 20.76 | 19.02 | 23.46 | 23.70 | 52.25 | 57.34 | 125.74 | 119.15 | 26.57 | 18.47 | 19.08 | 22.50 | 16.64 | 18.67 | 16.38 | 19.18 | 22.36 | 25.73 | 22.23 | 22.80 | 21.94 | 27.79 |
| Draw Down(%) | NA | 10.24 | 25.42 | 35.97 | 41.12 | NA | NA | … | … | 10.24 | 25.11 | 16.52 | 25.42 | 32.67 | 7.66 | 41.12 | 5.78 | 17.93 | 11.55 | 13.82 | 15.68 | 12.23 | 23.78 | 12.81 | 40.49 | 58.27 | 74.65 | 85.00 | 25.76 | 15.12 | 11.00 | 17.24 | 8.00 | 25.81 | 16.95 | 9.77 | 16.41 | 39.64 | 11.97 | 10.20 | 11.46 | 25.93 |
| Yield(%) | 0.00 | 3.77 | 2.99 | 2.71 | 4.59 | 7.56 | 2.65 | … | … | 0.86 | 3.60 | 2.79 | 2.67 | 1.82 | 2.64 | 2.43 | 3.28 | 2.80 | 2.99 | 3.52 | 2.46 | 2.37 | 2.37 | 0.00 | 0.00 | 0.00 | 0.00 | 7.21 | 6.09 | 7.13 | 6.91 | 8.24 | 9.71 | 8.75 | 7.88 | 9.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/24/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FR (First Industrial Realty Trust, Inc.) |
-58.37%
Mar 2006 – Mar 2009 |
-38.71%
Feb 2004 – Feb 2009 |
-15.92%
Feb 1999 – Feb 2009 |
-6.09%
Jul 1994 – Jul 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FR (First Industrial Realty Trust, Inc.) |
74.88%
Feb 2009 – Feb 2012 |
54.80%
Feb 2009 – Feb 2014 |
33.27%
Feb 2009 – Feb 2019 |
25.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart