Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IIPR-PA (Innovative Industrial Properties Inc) 1.50% 7.32% 6.34% -0.19% NA NA NA
Data as of 06/04/2026, Common starting date is 10/25/2017
More Performance Analytics Comparison
Name Start Date End Date
IIPR-PA (Innovative Industrial Properties Inc) 10/25/2017 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) -0.37 7.32 6.34 -0.19 NA NA NA 1.50 7.67 2.54 -1.64 -3.61 -1.71 29.23 14.26 8.56 13.58
Sharpe Ratio NA 0.51 0.18 -0.09 NA NA NA 0.12 0.49 -0.06 -0.33 -0.19 -0.05 0.81 0.61 0.42 4.53
Standard Deviation(%) NA 9.74 13.98 20.15 NA NA NA 12.31 9.83 17.87 16.13 27.09 33.72 35.44 21.03 17.01 22.76
Draw Down(%) NA 12.97 14.91 28.23 NA NA NA 11.01 11.76 9.99 15.00 20.25 16.26 24.67 14.16 6.44 2.78
Yield(%) 0.00 9.18 8.65 6.13 7.71 5.14 3.86 2.33 9.00 8.51 7.50 6.83 6.38 8.50 7.97 8.04 2.15
Data as of 06/04/2026, Common starting date is 10/25/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IIPR-PA (Innovative Industrial Properties Inc) -3.63%
Aug 2021 – Aug 2024
-0.34%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IIPR-PA (Innovative Industrial Properties Inc) 17.44%
Sep 2018 – Sep 2021
8.79%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return