Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRUFF (H&R Real Estate Investment Trust) | 4.10% | 2.85% | 7.96% | -4.82% | -1.47% | -0.99% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRUFF (H&R Real Estate Investment Trust) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 2.85 | 7.96 | -4.82 | -1.47 | -0.99 | NA | … | … | 4.10 | 21.34 | -0.37 | -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 | 0.20 | 0.21 | -0.25 | -0.10 | NA | NA | … | … | 0.25 | 0.62 | -0.16 | -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 | 27.19 | 27.35 | 29.77 | 31.69 | NA | NA | … | … | 24.07 | 29.74 | 25.51 | 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 | 22.08 | 23.77 | 52.17 | 69.67 | NA | NA | … | … | 12.19 | 22.08 | 23.77 | 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(%) | 0.49 | 5.62 | 7.83 | 4.25 | 4.61 | 4.08 | 3.55 | … | … | 2.43 | 6.64 | 11.71 | 6.02 | 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 06/03/2026, Common starting date 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 |
-1.28%
May 2011 – May 2026 |
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 |
9.58%
Mar 2020 – Mar 2025 |
1.94%
Oct 2011 – Oct 2021 |
-0.35%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart