Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRET (iREIT – MarketVector Quality REIT Index ETF) | NA | -8.01% | 18.43% | 8.94% | 3.84% | 4.76% | 5.80% | … | … |
Data as of 02/12/2021, Common starting date is 10/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRET (iREIT – MarketVector Quality REIT Index ETF) | 10/17/1997 | 02/12/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | -8.01 | 18.43 | 8.94 | 3.84 | 4.76 | 5.80 | … | … | 2.63 | 1.75 | 54.26 | -8.88 | -16.48 | 11.09 | -8.33 | 1.16 | 4.30 | 27.63 | -12.51 | 7.70 | -9.29 | 27.70 | -6.57 | 19.18 | -5.91 | 12.92 | 4.17 | 12.80 | 23.53 | 8.76 | 5.88 | 2.59 | 0.00 |
| Sharpe Ratio | NA | -0.16 | 0.51 | 0.25 | 0.12 | NA | NA | … | … | 1.38 | 0.03 | 2.82 | -0.45 | -0.69 | 0.31 | -0.37 | 0.07 | 0.22 | 1.60 | -0.42 | 0.36 | -0.23 | 0.50 | -0.35 | 0.81 | -0.38 | 0.56 | 0.14 | 0.40 | 0.99 | 0.15 | 0.02 | -0.03 | -0.09 |
| Standard Deviation(%) | NA | 51.50 | 34.16 | 32.68 | 27.94 | NA | NA | … | … | 18.29 | 51.78 | 18.75 | 22.84 | 25.00 | 35.00 | 22.58 | 16.94 | 19.59 | 17.40 | 30.16 | 21.14 | 40.48 | 52.80 | 27.38 | 19.68 | 21.17 | 21.24 | 24.15 | 29.20 | 21.74 | 30.88 | 119.32 | 24.17 | 38.59 |
| Draw Down(%) | NA | 46.97 | 46.97 | 46.97 | 46.97 | NA | NA | … | … | 4.41 | 46.97 | 9.09 | 21.40 | 20.73 | 20.94 | 21.47 | 17.40 | 18.26 | 10.08 | 26.29 | 11.96 | 19.70 | 33.60 | 21.66 | 6.84 | 12.30 | 9.17 | 12.10 | 22.74 | 9.98 | 9.22 | 59.79 | 6.67 | 8.62 |
| Yield(%) | 0.00 | 3.40 | 5.58 | 5.32 | 4.78 | 5.48 | 6.46 | … | … | 0.00 | 3.97 | 5.61 | 4.92 | 3.91 | 7.66 | 6.31 | 6.12 | 5.78 | 6.99 | 6.67 | 7.65 | 6.65 | 7.28 | 6.50 | 7.21 | 6.25 | 6.33 | 4.67 | 6.59 | 5.50 | 6.83 | 0.00 | 0.00 | 0.00 |
Data as of 02/12/2021, Common starting date is 10/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRET (iREIT – MarketVector Quality REIT Index ETF) |
-9.44%
Feb 2015 – Feb 2018 |
-7.58%
Feb 2013 – Feb 2018 |
-1.14%
Dec 2008 – Dec 2018 |
1.90%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRET (iREIT – MarketVector Quality REIT Index ETF) |
18.18%
Jun 2000 – Jun 2003 |
13.40%
Jun 1998 – Jun 2003 |
10.48%
Sep 1998 – Sep 2008 |
8.15%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison Chart