Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FREVS (First Real Estate Investment Trust of New Jersey Inc) | 43.57% | 35.49% | 16.73% | 22.27% | 10.89% | 10.72% | 7.10% | … | … |
Data as of 06/03/2026, Common starting date is 06/10/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FREVS (First Real Estate Investment Trust of New Jersey Inc) | 06/10/1994 | 06/03/2026 |
| 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 (%) | -0.91 | 35.49 | 16.73 | 22.27 | 10.89 | 10.72 | 7.10 | … | … | 43.57 | -8.53 | 0.38 | 17.84 | 35.81 | 51.13 | -3.33 | 6.51 | 0.96 | -24.16 | 18.85 | 8.81 | 15.60 | 9.83 | -9.60 | 18.74 | 3.77 | 30.92 | -29.38 | -9.42 | -14.81 | 23.98 | 44.93 | 89.40 | 21.11 | 22.99 | 32.08 | -11.67 | 15.38 | 15.56 | -2.17 | 4.55 | -6.38 |
| Sharpe Ratio | NA | 0.72 | 0.32 | 0.48 | 0.22 | NA | NA | … | … | 2.18 | -0.31 | -0.10 | 0.35 | 0.71 | 1.31 | -0.06 | 0.13 | -0.01 | -1.12 | 0.39 | 0.24 | 0.29 | 0.29 | -0.30 | 0.38 | 0.16 | 0.85 | -1.08 | -0.50 | -0.49 | 0.62 | 1.43 | 2.01 | 0.50 | 0.49 | 0.99 | -2.10 | 1.19 | 0.76 | -0.27 | 0.04 | -0.03 |
| Standard Deviation(%) | NA | 53.68 | 43.97 | 43.43 | 41.86 | NA | NA | … | … | 67.53 | 36.69 | 33.88 | 41.08 | 48.52 | 39.03 | 62.23 | 37.59 | 29.47 | 22.30 | 47.70 | 36.64 | 53.76 | 34.20 | 32.45 | 49.57 | 23.25 | 36.45 | 28.09 | 25.37 | 37.50 | 35.04 | 30.70 | 44.08 | 40.08 | 42.24 | 28.19 | 7.16 | 10.05 | 15.47 | 21.70 | 13.75 | 468.04 |
| Draw Down(%) | NA | 32.80 | 41.03 | 41.03 | 48.90 | NA | NA | … | … | 16.88 | 35.83 | 11.77 | 17.61 | 18.06 | 15.79 | 48.90 | 16.65 | 15.45 | 35.44 | 16.67 | 23.79 | 27.60 | 14.34 | 24.45 | 28.00 | 18.55 | 17.83 | 35.62 | 18.51 | 33.17 | 28.97 | 12.50 | 11.72 | 17.55 | 19.26 | 11.31 | 11.67 | 3.77 | 4.44 | 17.39 | 8.33 | 91.49 |
| Yield(%) | 0.45 | 2.43 | 2.31 | 19.42 | 9.98 | 10.29 | 5.93 | … | … | 1.31 | 2.10 | 0.58 | 3.00 | 68.30 | 1.56 | 0.00 | 3.44 | 1.00 | 0.71 | 6.59 | 6.48 | 7.02 | 9.18 | 5.50 | 6.67 | 6.63 | 7.82 | 5.22 | 5.00 | 3.79 | 4.29 | 5.50 | 7.58 | 8.60 | 7.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/10/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREVS (First Real Estate Investment Trust of New Jersey Inc) |
-19.71%
Apr 2006 – Apr 2009 |
-8.66%
Mar 2005 – Mar 2010 |
-0.36%
Aug 2005 – Aug 2015 |
-0.77%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREVS (First Real Estate Investment Trust of New Jersey Inc) |
133.62%
Aug 1994 – Aug 1997 |
70.72%
Jul 1994 – Jul 1999 |
50.67%
Aug 1994 – Aug 2004 |
30.90%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison Chart