Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRT-PC (Federal Realty Investment Trust) | 0.17% | 2.25% | 1.05% | -0.19% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRT-PC (Federal Realty Investment Trust) | 09/28/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.25 | 1.05 | -0.19 | NA | NA | NA | … | … | 0.17 | -0.73 | -1.60 | 19.86 | -16.20 | 3.24 | 6.84 | 29.71 | -12.49 | 3.61 |
| Sharpe Ratio | NA | -0.08 | -0.07 | -0.20 | NA | NA | NA | … | … | -0.20 | -0.33 | -0.43 | 0.88 | -1.19 | 0.43 | 0.23 | 2.76 | -0.81 | 2.09 |
| Standard Deviation(%) | NA | 9.17 | 12.88 | 13.33 | NA | NA | NA | … | … | 7.96 | 11.12 | 12.15 | 18.55 | 14.88 | 7.40 | 28.77 | 10.23 | 17.15 | 6.77 |
| Draw Down(%) | NA | 8.99 | 14.88 | 24.14 | NA | NA | NA | … | … | 5.49 | 8.48 | 12.60 | 14.88 | 24.14 | 3.94 | 28.33 | 5.25 | 15.23 | 2.02 |
| Yield(%) | 0.00 | 6.16 | 5.53 | 4.77 | 4.44 | 2.96 | 2.22 | … | … | 3.13 | 5.81 | 4.10 | 6.02 | 4.91 | 4.87 | 5.88 | 5.89 | 4.96 | 1.50 |
Data as of 06/04/2026, Common starting date 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 |
-0.89%
Mar 2021 – Mar 2026 |
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