Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HT-PC (Hersha Hospitality Trust) | NA | 32.84% | 21.48% | 11.78% | 8.85% | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 03/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HT-PC (Hersha Hospitality Trust) | 03/11/2013 | 11/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 32.84 | 21.48 | 11.78 | 8.85 | NA | NA | … | … | 33.70 | -8.22 | 39.33 | -16.84 | 21.77 | -5.99 | 10.64 | 3.46 | 4.44 | 18.11 | -2.55 |
| Sharpe Ratio | NA | 1.15 | 0.83 | 0.18 | 0.19 | NA | NA | … | … | 1.29 | -0.34 | 2.63 | -0.14 | 2.60 | -0.76 | 1.12 | 0.19 | 0.31 | 1.46 | -0.19 |
| Standard Deviation(%) | NA | 25.98 | 23.65 | 57.94 | 42.00 | NA | NA | … | … | 26.09 | 27.94 | 14.94 | 122.57 | 7.82 | 9.61 | 8.98 | 17.58 | 14.21 | 12.44 | 16.34 |
| Draw Down(%) | NA | 12.22 | 19.33 | 83.96 | 83.96 | NA | NA | … | … | 12.22 | 17.95 | 6.46 | 83.96 | 2.77 | 10.61 | 3.22 | 8.53 | 4.64 | 4.26 | 12.96 |
| Yield(%) | 0.00 | 8.37 | 11.59 | 8.12 | 7.55 | 4.90 | 3.68 | … | … | 6.52 | 7.35 | 17.93 | 1.71 | 7.69 | 6.86 | 7.11 | 6.87 | 6.76 | 7.34 | 5.83 |
Data as of 11/27/2023, Common starting date is 03/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HT-PC (Hersha Hospitality Trust) |
-27.77%
Mar 2017 – Mar 2020 |
-15.87%
Mar 2015 – Mar 2020 |
5.06%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HT-PC (Hersha Hospitality Trust) |
48.51%
Mar 2020 – Mar 2023 |
10.61%
Oct 2018 – Oct 2023 |
9.02%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart