Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GHI (Greystone Housing Impact Investors LP) | 14.31% | -14.98% | -7.40% | 9.58% | 4.95% | 6.46% | 5.09% | 43.33% |
Data as of 07/21/2025, AR inception is 04/01/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHI (Greystone Housing Impact Investors LP) | 04/01/1986 | 07/21/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.57 | -14.98 | -7.40 | 9.58 | 4.95 | 6.46 | 5.09 | 43.33 | 14.31 | -31.60 | 6.35 | 0.24 | 63.42 | -41.09 | 46.58 | 1.02 | 21.87 | 16.78 | 5.39 | -8.86 | 1.58 | 47.24 | 3.38 | -4.09 | 33.09 | -15.71 | -12.09 | 13.74 | 10.28 | 8.53 | 7.82 | 5.30 | 45.25 | 21.35 | -10.57 | -8.00 | 9.83 | 24.02 | 15.79 | 1.96 | -30.67 | 41.55 | 47.57 | -23.64 | -38.24 | 15.16 | -19.97 | 23,193,062.26 |
| Sharpe Ratio | NA | -0.57 | -0.38 | 0.30 | 0.12 | NA | NA | 0.21 | 0.85 | -1.50 | 0.12 | -0.05 | 2.09 | -0.67 | 2.59 | -0.02 | 1.14 | 0.84 | 0.40 | -0.50 | 0.09 | 2.55 | 0.20 | -0.21 | 0.55 | -0.32 | -0.46 | 0.40 | 0.33 | 0.34 | 0.33 | 0.13 | 1.25 | 0.40 | -0.36 | -0.32 | 0.20 | 0.41 | 0.23 | -0.02 | -0.57 | 1.14 | 0.84 | -0.44 | -0.90 | 0.25 | -0.75 | 853,464.59 |
| Standard Deviation(%) | NA | 30.57 | 24.83 | 27.54 | 29.04 | NA | NA | 198.53 | 32.05 | 23.46 | 23.34 | 25.20 | 30.38 | 61.15 | 17.39 | 17.79 | 18.65 | 19.76 | 13.44 | 17.75 | 17.99 | 18.69 | 17.07 | 19.70 | 59.99 | 51.77 | 33.03 | 25.63 | 23.97 | 22.15 | 21.37 | 31.22 | 34.94 | 43.10 | 38.66 | 35.99 | 30.84 | 49.67 | 51.35 | 54.06 | 57.63 | 34.02 | 51.92 | 65.67 | 49.28 | 40.21 | 31.95 | 1,405.14 |
| Draw Down(%) | NA | 27.29 | 34.51 | 34.51 | 53.88 | NA | NA | 64.29 | 13.38 | 33.82 | 19.76 | 17.86 | 13.44 | 53.71 | 10.51 | 17.62 | 4.80 | 12.83 | 10.25 | 14.50 | 12.36 | 14.29 | 10.59 | 11.50 | 31.98 | 38.88 | 20.69 | 13.41 | 9.14 | 14.79 | 6.90 | 11.88 | 9.00 | 13.97 | 32.12 | 20.09 | 8.06 | 10.64 | 12.11 | 16.46 | 43.45 | 9.07 | 17.06 | 40.46 | 48.49 | 12.66 | 25.29 | 10.52 |
| Yield(%) | 0.00 | 9.61 | 8.30 | 32.39 | 15.44 | 13.66 | 8.91 | 785,461.54 | 6.31 | 8.83 | 9.15 | 26.26 | 11.99 | 3.99 | 8.85 | 8.33 | 9.26 | 9.86 | 9.52 | 7.92 | 7.20 | 10.02 | 9.51 | 8.52 | 10.48 | 8.33 | 8.65 | 5.41 | 7.48 | 7.50 | 7.45 | 7.20 | 10.05 | 10.54 | 8.08 | 7.66 | 7.71 | 16.20 | 9.00 | 7.62 | 7.09 | 13.22 | 18.33 | 11.86 | 7.88 | 9.96 | 8.23 | 1,612,200.00 |
Data as of 07/21/2025, AR inception is 04/01/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHI (Greystone Housing Impact Investors LP) |
-22.17%
Jan 1988 - Jan 1991 |
-10.18%
Sep 1986 - Sep 1991 |
-1.47%
Oct 1986 - Oct 1996 |
1.89%
May 1986 - May 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHI (Greystone Housing Impact Investors LP) |
22.89%
Dec 1999 - Dec 2002 |
17.30%
Dec 2014 - Dec 2019 |
13.37%
Oct 2009 - Oct 2019 |
10.75%
Nov 1990 - Nov 2005 |
Annualized Rolling Returns Comparison Chart