Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HT-PD (Hersha Hospitality Trust) | NA | 38.29% | 20.92% | 13.87% | NA | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 05/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HT-PD (Hersha Hospitality Trust) | 05/26/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 38.29 | 20.92 | 13.87 | NA | NA | NA | … | … | 42.42 | -11.34 | 39.06 | -18.52 | 31.88 | -12.01 | 17.76 | -5.87 |
| Sharpe Ratio | NA | 1.25 | 0.79 | 0.19 | NA | NA | NA | … | … | 1.57 | -0.48 | 2.25 | -0.13 | 2.94 | -0.88 | 1.85 | -1.10 |
| Standard Deviation(%) | NA | 28.30 | 24.18 | 65.46 | NA | NA | NA | … | … | 27.83 | 26.39 | 17.37 | 139.56 | 10.38 | 15.20 | 9.28 | 8.93 |
| Draw Down(%) | NA | 16.50 | 21.35 | 88.43 | NA | NA | NA | … | … | 16.50 | 19.70 | 8.32 | 88.43 | 4.33 | 16.34 | 3.29 | 11.49 |
| Yield(%) | 0.00 | 8.33 | 10.93 | 8.46 | 5.04 | 3.36 | 2.52 | … | … | 6.67 | 7.17 | 17.47 | 1.64 | 8.02 | 6.70 | 7.27 | 4.12 |
Data as of 11/27/2023, Common starting date is 05/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HT-PD (Hersha Hospitality Trust) |
-31.49%
Mar 2017 – Mar 2020 |
2.24%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HT-PD (Hersha Hospitality Trust) |
58.20%
Mar 2020 – Mar 2023 |
12.77%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart