Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTA (Healthcare Trust of America Inc) | NA | 21.95% | 9.60% | 5.94% | 10.94% | NA | NA | … | … |
Data as of 08/17/2022, Common starting date is 06/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTA (Healthcare Trust of America Inc) | 06/07/2012 | 08/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.95 | 21.95 | 9.60 | 5.94 | 10.94 | NA | NA | … | … | 2.54 | 28.42 | -7.99 | 21.62 | -13.77 | 9.40 | 12.19 | 4.76 | 187.19 | 4.80 | 3.54 |
| Sharpe Ratio | NA | 0.90 | 0.29 | 0.19 | 0.44 | NA | NA | … | … | 0.13 | 1.34 | -0.18 | 1.17 | -0.70 | 0.54 | 0.55 | 0.24 | 2.64 | 0.23 | 0.43 |
| Standard Deviation(%) | NA | 23.78 | 31.97 | 27.47 | 23.67 | NA | NA | … | … | 26.39 | 21.12 | 45.38 | 17.36 | 21.49 | 16.29 | 21.65 | 19.81 | 70.85 | 20.43 | 14.93 |
| Draw Down(%) | NA | 18.88 | 38.81 | 38.81 | 38.81 | NA | NA | … | … | 18.46 | 9.42 | 38.81 | 8.08 | 18.07 | 10.84 | 20.68 | 22.49 | 6.80 | 24.78 | 10.93 |
| Yield(%) | 0.42 | 21.88 | 9.31 | 6.79 | 9.07 | 5.69 | 4.26 | … | … | 17.56 | 4.92 | 2.16 | 2.51 | 4.14 | 6.26 | 4.48 | 4.27 | 5.87 | 5.73 | 3.39 |
Data as of 08/17/2022, Common starting date is 06/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTA (Healthcare Trust of America Inc) |
-4.87%
Apr 2017 – Apr 2020 |
0.29%
Jun 2016 – Jun 2021 |
10.79%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTA (Healthcare Trust of America Inc) |
23.51%
Aug 2013 – Aug 2016 |
16.45%
Jul 2012 – Jul 2017 |
10.79%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart