Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HR (Healthcare Realty Trust Incorporated) | 18.38% | 44.89% | 8.39% | 3.92% | 2.66% | 6.55% | 4.95% | … | … |
Data as of 06/04/2026, Common starting date is 05/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HR (Healthcare Realty Trust Incorporated) | 05/27/1993 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.69 | 44.89 | 8.39 | 3.92 | 2.66 | 6.55 | 4.95 | … | … | 18.38 | 6.88 | 6.40 | -4.08 | -25.15 | 32.30 | -13.72 | 21.82 | -7.61 | 10.00 | 11.37 | 8.64 | 34.68 | -6.94 | 36.19 | -6.47 | 4.15 | -0.40 | -1.66 | -21.64 | 28.06 | -12.38 | 21.93 | 32.40 | 13.01 | 44.42 | 53.31 | -29.38 | -23.54 | 9.20 | 15.22 | 9.52 | -6.67 | 15.38 |
| Sharpe Ratio | NA | 2.04 | 0.31 | 0.08 | 0.05 | NA | NA | … | … | 2.75 | 0.18 | 0.11 | -0.28 | -0.95 | 1.53 | -0.30 | 1.18 | -0.42 | 0.60 | 0.50 | 0.45 | 2.50 | -0.35 | 2.10 | -0.21 | 0.14 | -0.01 | -0.03 | -0.75 | 1.28 | -0.69 | 0.80 | 1.55 | 0.58 | 1.98 | 2.02 | -1.29 | -1.18 | 0.28 | 0.62 | 0.29 | -0.42 | 1.17 |
| Standard Deviation(%) | NA | 20.43 | 24.73 | 25.12 | 26.09 | NA | NA | … | … | 20.08 | 22.41 | 25.66 | 28.18 | 28.21 | 21.14 | 46.16 | 17.28 | 21.42 | 15.52 | 22.21 | 19.11 | 13.88 | 20.12 | 17.39 | 31.49 | 28.20 | 64.25 | 77.25 | 33.00 | 19.38 | 21.33 | 26.32 | 20.50 | 20.55 | 21.60 | 24.36 | 25.43 | 22.86 | 19.52 | 18.42 | 19.37 | 23.36 | 21.19 |
| Draw Down(%) | NA | 12.29 | 31.68 | 46.94 | 46.94 | NA | NA | … | … | 10.59 | 14.52 | 24.43 | 32.42 | 30.43 | 8.47 | 38.99 | 8.07 | 16.42 | 11.33 | 23.36 | 25.98 | 8.59 | 28.81 | 8.70 | 34.95 | 18.31 | 44.11 | 51.15 | 40.58 | 17.58 | 18.47 | 23.28 | 17.08 | 14.37 | 11.04 | 16.68 | 35.62 | 29.02 | 12.45 | 10.88 | 11.90 | 18.33 | 16.58 |
| Yield(%) | 0.00 | 6.74 | 6.05 | 8.89 | 5.85 | 7.94 | 5.78 | … | … | 2.83 | 6.68 | 7.15 | 6.30 | 20.76 | 9.52 | 3.67 | 4.33 | 3.75 | 3.98 | 4.30 | 4.33 | 5.66 | 4.93 | 6.29 | 5.53 | 5.58 | 7.01 | 6.12 | 17.23 | 7.90 | 6.60 | 7.21 | 8.47 | 8.54 | 10.74 | 14.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HR (Healthcare Realty Trust Incorporated) |
-18.21%
Feb 2006 – Feb 2009 |
-10.65%
Mar 2004 – Mar 2009 |
1.57%
Apr 2014 – Apr 2024 |
2.50%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HR (Healthcare Realty Trust Incorporated) |
35.76%
Dec 1999 – Dec 2002 |
32.21%
Dec 1999 – Dec 2004 |
13.70%
Feb 2009 – Feb 2019 |
12.41%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart