Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRIVF (Fortune Real Estate Investment Trust) | NA | 93.46% | 60.98% | 37.76% | 43.85% | NA | NA | … | … |
Data as of 05/07/2025, Common starting date is 05/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRIVF (Fortune Real Estate Investment Trust) | 05/30/2014 | 05/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 93.46 | 60.98 | 37.76 | 43.85 | NA | NA | … | … | 6.70 | 107.41 | 41.64 | 45.52 | 16.57 | 12.10 | 25.89 | 51.20 | 29.16 | 104.55 | 62.59 | 31.58 |
| Sharpe Ratio | NA | 1.83 | 1.08 | 0.76 | 1.01 | NA | NA | … | … | 0.92 | 1.60 | 0.69 | 0.74 | 1.06 | 0.29 | 0.69 | 1.39 | 1.12 | 2.37 | 1.82 | 2.48 |
| Standard Deviation(%) | NA | 49.37 | 53.66 | 46.81 | 42.03 | NA | NA | … | … | 19.14 | 63.65 | 54.94 | 45.96 | 21.42 | 40.07 | 35.54 | 36.00 | 25.49 | 44.07 | 34.46 | 23.78 |
| Draw Down(%) | NA | 5.88 | 22.22 | 22.22 | 24.29 | NA | NA | … | … | 2.00 | 19.64 | 19.44 | 13.83 | 8.11 | 21.50 | 24.29 | 14.13 | 5.83 | 7.69 | 1.96 | 1.08 |
| Yield(%) | 0.00 | 45.71 | 42.11 | 27.28 | 33.17 | 30.58 | 22.94 | … | … | 0.00 | 66.53 | 56.53 | 45.10 | 3.31 | 25.93 | 24.82 | 42.86 | 22.50 | 48.00 | 44.00 | 3.80 |
Data as of 05/07/2025, Common starting date is 05/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRIVF (Fortune Real Estate Investment Trust) |
10.09%
Jul 2019 – Jul 2022 |
22.86%
Jul 2017 – Jul 2022 |
46.25%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRIVF (Fortune Real Estate Investment Trust) |
76.72%
Jun 2014 – Jun 2017 |
67.88%
Jun 2014 – Jun 2019 |
50.80%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart