Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRUFF (H&R Real Estate Investment Trust) | 36.77% | 23.68% | -1.03% | 6.65% | -1.62% | NA | NA | -0.46% |
Data as of 07/25/2025, AR inception is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRUFF (H&R Real Estate Investment Trust) | 10/18/2010 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 23.68 | -1.03 | 6.65 | -1.62 | NA | NA | -0.46 | 36.77 | -12.57 | -11.14 | -26.93 | 23.02 | -32.27 | 15.17 | -4.15 | 8.23 | 23.42 | -17.58 | -1.00 | -12.44 | 14.94 | 18.46 | 1.06 |
| Sharpe Ratio | NA | 0.70 | -0.16 | 0.16 | -0.10 | NA | NA | -0.05 | 2.20 | -0.66 | -0.58 | -0.75 | 0.82 | -0.48 | 0.89 | -0.43 | 0.57 | 1.03 | -0.90 | -0.07 | -0.61 | 0.99 | 0.98 | 0.19 |
| Standard Deviation(%) | NA | 31.42 | 27.61 | 31.63 | 31.54 | NA | NA | 27.90 | 32.65 | 24.54 | 25.79 | 38.08 | 28.13 | 67.15 | 15.34 | 13.02 | 13.30 | 22.59 | 19.53 | 15.30 | 20.55 | 15.18 | 18.85 | 26.63 |
| Draw Down(%) | NA | 28.44 | 38.90 | 52.17 | 69.67 | NA | NA | 69.67 | 7.70 | 27.09 | 34.72 | 39.42 | 13.20 | 67.29 | 13.28 | 11.13 | 8.52 | 14.52 | 24.32 | 15.41 | 20.58 | 9.96 | 13.36 | 8.64 |
| Yield(%) | 0.00 | 6.72 | 4.80 | 6.22 | 4.55 | 4.45 | 3.33 | 4.76 | 3.30 | 5.79 | 5.87 | 3.99 | 4.50 | 3.25 | 7.73 | 6.53 | 6.45 | 8.59 | 5.69 | 6.00 | 5.44 | 5.28 | 5.06 | 0.71 |
Data as of 07/25/2025, AR inception is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRUFF (H&R Real Estate Investment Trust) |
-24.91%
Mar 2017 - Mar 2020 |
-14.44%
Jun 2019 - Jun 2024 |
-6.41%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRUFF (H&R Real Estate Investment Trust) |
18.06%
Mar 2020 - Mar 2023 |
6.76%
Mar 2020 - Mar 2025 |
1.94%
Oct 2011 - Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart