Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTIA (Healthcare Trust Inc PR) | NA | 4.31% | -8.80% | -2.80% | NA | NA | NA | … | … |
Data as of 03/04/2025, Common starting date is 12/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTIA (Healthcare Trust Inc PR) | 12/10/2019 | 03/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 4.31 | -8.80 | -2.80 | NA | NA | NA | … | … | -1.89 | 1.72 | -14.41 | -10.99 | 15.98 | 1.28 | 1.54 |
| Sharpe Ratio | NA | -0.10 | -0.38 | -0.11 | NA | NA | NA | … | … | -0.58 | -0.22 | -0.42 | -0.38 | 1.41 | 0.01 | 6.04 |
| Standard Deviation(%) | NA | 21.10 | 34.54 | 47.73 | NA | NA | NA | … | … | 23.77 | 21.93 | 44.55 | 32.37 | 11.33 | 87.91 | 5.06 |
| Draw Down(%) | NA | 14.51 | 52.00 | 57.90 | NA | NA | NA | … | … | 9.14 | 14.51 | 49.87 | 21.10 | 7.20 | 58.63 | 0.52 |
| Yield(%) | 0.00 | 12.14 | 7.37 | 7.16 | 3.77 | 2.51 | 1.88 | … | … | 3.04 | 10.84 | 8.73 | 7.18 | 7.89 | 5.86 | 0.00 |
Data as of 03/04/2025, Common starting date is 12/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTIA (Healthcare Trust Inc PR) |
-9.36%
Jun 2021 – Jun 2024 |
-2.74%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTIA (Healthcare Trust Inc PR) |
13.89%
Mar 2020 – Mar 2023 |
-2.17%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart