Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRREX (Resource Real Estate Diversified Income) | NA | -3.21% | 4.26% | 4.66% | NA | NA | NA | … | … |
Data as of 05/21/2020, Common starting date is 08/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRREX (Resource Real Estate Diversified Income) | 08/06/2014 | 05/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -3.21 | 4.26 | 4.66 | NA | NA | NA | … | … | -8.18 | 13.29 | 4.96 | 6.54 | 8.39 | 1.22 | 4.38 |
| Sharpe Ratio | NA | -0.32 | 0.38 | 0.48 | NA | NA | NA | … | … | -0.96 | 4.06 | 0.66 | 1.39 | 0.98 | 0.15 | 2.14 |
| Standard Deviation(%) | NA | 13.23 | 8.56 | 8.18 | NA | NA | NA | … | … | 20.99 | 2.93 | 5.49 | 4.27 | 8.33 | 7.89 | 5.21 |
| Draw Down(%) | NA | 17.99 | 17.99 | 17.99 | NA | NA | NA | … | … | 17.99 | 0.91 | 4.95 | 3.06 | 9.11 | 5.94 | 3.60 |
| Yield(%) | 0.00 | 6.96 | 6.50 | 5.98 | 3.17 | 2.11 | 1.59 | … | … | 1.48 | 7.38 | 6.19 | 6.15 | 6.21 | 3.00 | 0.00 |
Data as of 05/21/2020, Common starting date is 08/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRREX (Resource Real Estate Diversified Income) |
3.06%
Mar 2017 – Mar 2020 |
3.55%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRREX (Resource Real Estate Diversified Income) |
10.27%
Feb 2016 – Feb 2019 |
7.61%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart