Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GMRE-PA (Global Medical REIT Inc) | 4.09% | 8.84% | 7.28% | 7.37% | NA | NA | NA | 8.73% |
Data as of 07/16/2025, AR inception is 09/15/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMRE-PA (Global Medical REIT Inc) | 09/15/2017 | 07/16/2025 |
| 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 (%) | 1.69 | 8.84 | 7.28 | 7.37 | NA | NA | NA | 8.73 | 4.09 | 7.53 | 9.37 | 2.04 | 5.84 | 7.25 | 18.42 | 4.20 | 2.67 |
| Sharpe Ratio | NA | 0.48 | 0.38 | 0.50 | NA | NA | NA | 0.32 | 0.41 | 0.09 | 0.49 | 0.05 | 0.68 | 0.16 | 1.86 | 0.22 | 1.97 |
| Standard Deviation(%) | NA | 11.22 | 11.43 | 10.86 | NA | NA | NA | 18.93 | 10.87 | 10.81 | 10.61 | 13.06 | 8.55 | 44.62 | 9.17 | 13.45 | 4.43 |
| Draw Down(%) | NA | 5.30 | 8.17 | 8.17 | NA | NA | NA | 39.28 | 5.30 | 4.21 | 5.78 | 8.17 | 3.77 | 39.28 | 3.08 | 9.60 | 1.83 |
| Yield(%) | 1.87 | 7.57 | 7.39 | 7.40 | 5.94 | 3.96 | 2.97 | 8.48 | 5.53 | 7.36 | 7.51 | 7.09 | 6.95 | 6.99 | 7.70 | 7.39 | 0.96 |
Data as of 07/16/2025, AR inception is 09/15/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMRE-PA (Global Medical REIT Inc) |
3.85%
Oct 2019 - Oct 2022 |
6.31%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMRE-PA (Global Medical REIT Inc) |
10.99%
Mar 2020 - Mar 2023 |
9.98%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart