Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HT-PE (Hersha Hospitality Trust) | NA | 34.55% | 20.82% | 13.75% | NA | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 11/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HT-PE (Hersha Hospitality Trust) | 11/04/2016 | 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 | 34.55 | 20.82 | 13.75 | NA | NA | NA | … | … | 43.76 | -12.98 | 39.66 | -18.68 | 28.49 | -9.69 | 17.36 | -8.06 |
| Sharpe Ratio | NA | 1.11 | 0.78 | 0.19 | NA | NA | NA | … | … | 1.68 | -0.54 | 2.15 | -0.14 | 2.06 | -0.75 | 1.71 | -1.93 |
| Standard Deviation(%) | NA | 27.45 | 24.34 | 64.32 | NA | NA | NA | … | … | 26.98 | 26.86 | 18.45 | 136.71 | 13.14 | 14.67 | 9.80 | 22.28 |
| Draw Down(%) | NA | 11.63 | 20.52 | 87.39 | NA | NA | NA | … | … | 11.63 | 19.51 | 8.25 | 87.39 | 7.11 | 16.60 | 4.41 | 11.15 |
| Yield(%) | 0.00 | 8.11 | 10.92 | 8.45 | 4.74 | 3.16 | 2.37 | … | … | 6.65 | 7.07 | 17.50 | 1.64 | 7.78 | 6.72 | 7.25 | 1.25 |
Data as of 11/27/2023, Common starting date is 11/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HT-PE (Hersha Hospitality Trust) |
-30.78%
Mar 2017 – Mar 2020 |
1.99%
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-PE (Hersha Hospitality Trust) |
58.45%
Mar 2020 – Mar 2023 |
12.48%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart