Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBCS (Global Healthcare REIT Inc) | 117.86% | 16.19% | -22.69% | 70.37% | 9.33% | 18.55% | 4.47% | 8.98% |
Data as of 07/18/2025, AR inception is 10/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBCS (Global Healthcare REIT Inc) | 10/26/2004 | 07/18/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.31 | 16.19 | -22.69 | 70.37 | 9.33 | 18.55 | 4.47 | 8.98 | 117.86 | -53.95 | -9.28 | -32.29 | 35.85 | 130.43 | -23.33 | -44.44 | -5.26 | -16.18 | -35.24 | 5.00 | 33.33 | 78.57 | 281.82 | -73.17 | -45.33 | 0.00 | -1.32 | -26.21 | 8.42 | 106.52 |
| Sharpe Ratio | NA | 0.12 | -0.12 | 0.32 | 0.05 | NA | NA | 0.05 | 3.31 | -0.43 | -0.05 | -0.16 | 0.76 | 0.95 | -0.44 | -0.55 | -0.26 | -0.36 | -0.59 | -0.23 | 0.21 | 0.65 | 1.26 | -0.50 | -0.35 | -0.14 | -0.32 | -0.77 | -0.27 | 43.24 |
| Standard Deviation(%) | NA | 106.25 | 212.17 | 204.14 | 165.93 | NA | NA | 145.35 | 96.83 | 140.39 | 257.42 | 214.19 | 75.01 | 135.75 | 106.83 | 119.69 | 95.40 | 139.49 | 91.56 | 57.66 | 71.31 | 93.00 | 209.60 | 183.12 | 181.53 | 135.82 | 74.16 | 63.49 | 46.21 | 119.94 |
| Draw Down(%) | NA | 55.02 | 84.13 | 87.05 | 88.18 | NA | NA | 94.44 | 32.89 | 69.77 | 79.00 | 87.05 | 20.29 | 51.85 | 54.76 | 67.27 | 42.11 | 61.54 | 46.36 | 32.81 | 29.13 | 34.55 | 59.46 | 80.49 | 67.50 | 54.87 | 28.00 | 51.39 | 26.98 | 17.31 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 1.67 | 0.23 | 0.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.33 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 10/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCS (Global Healthcare REIT Inc) |
-49.42%
Mar 2008 - Mar 2011 |
-36.19%
Mar 2006 - Mar 2011 |
-9.65%
Aug 2008 - Aug 2018 |
-11.32%
Aug 2005 - Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCS (Global Healthcare REIT Inc) |
221.36%
Sep 2020 - Sep 2023 |
76.50%
Sep 2018 - Sep 2023 |
35.76%
Sep 2011 - Sep 2021 |
17.27%
Jan 2007 - Jan 2022 |
Annualized Rolling Returns Comparison Chart