Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FRT-PC (Federal Realty Investment Trust) | -1.30% | 1.75% | -1.51% | 0.77% | NA | NA | NA | 3.42% |
Data as of 08/06/2025, AR inception is 09/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRT-PC (Federal Realty Investment Trust) | 09/28/2017 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 1.75 | -1.51 | 0.77 | NA | NA | NA | 3.42 | -1.30 | -1.60 | 19.86 | -16.20 | 3.24 | 6.84 | 29.71 | -12.49 | 3.61 |
| Sharpe Ratio | NA | -0.27 | -0.37 | -0.11 | NA | NA | NA | 0.07 | -0.61 | -0.43 | 0.88 | -1.19 | 0.43 | 0.23 | 2.76 | -0.81 | 2.09 |
| Standard Deviation(%) | NA | 11.24 | 15.08 | 13.45 | NA | NA | NA | 16.33 | 11.89 | 12.15 | 18.55 | 14.88 | 7.40 | 28.77 | 10.23 | 17.15 | 6.77 |
| Draw Down(%) | NA | 12.94 | 24.14 | 24.14 | NA | NA | NA | 28.33 | 8.48 | 12.60 | 14.88 | 24.14 | 3.94 | 28.33 | 5.25 | 15.23 | 2.02 |
| Yield(%) | 0.00 | 5.91 | 4.93 | 4.87 | 4.06 | 2.71 | 2.03 | 5.80 | 4.36 | 4.10 | 6.02 | 4.91 | 4.87 | 5.88 | 5.89 | 4.96 | 1.50 |
Data as of 08/06/2025, AR inception is 09/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRT-PC (Federal Realty Investment Trust) |
-4.34%
Sep 2020 - Sep 2023 |
0.66%
Jul 2020 - Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRT-PC (Federal Realty Investment Trust) |
12.72%
Apr 2018 - Apr 2021 |
7.52%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart