Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRT (Independence Realty Trust, Inc.) | -3.83% | -4.96% | 1.47% | 1.87% | 13.53% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRT (Independence Realty Trust, Inc.) | 08/13/2013 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | -4.96 | 1.47 | 1.87 | 13.53 | NA | NA | … | … | -3.83 | -8.55 | 34.27 | -5.58 | -32.88 | 97.21 | 0.28 | 62.44 | -1.99 | 21.73 | 30.10 | -12.00 | 20.70 | 1.87 |
| Sharpe Ratio | NA | -0.53 | -0.04 | -0.01 | 0.37 | NA | NA | … | … | -0.81 | -0.48 | 1.29 | -0.33 | -1.03 | 3.89 | 0.00 | 3.37 | -0.16 | 1.03 | 1.03 | -0.43 | 1.03 | 0.27 |
| Standard Deviation(%) | NA | 20.74 | 24.48 | 27.08 | 30.02 | NA | NA | … | … | 20.75 | 24.07 | 23.76 | 28.55 | 33.27 | 24.97 | 58.41 | 18.11 | 21.69 | 20.57 | 29.00 | 28.14 | 20.12 | 17.90 |
| Draw Down(%) | NA | 17.28 | 33.83 | 54.73 | 56.46 | NA | NA | … | … | 15.18 | 28.70 | 10.51 | 36.06 | 45.73 | 9.50 | 56.46 | 10.97 | 18.74 | 8.95 | 25.24 | 24.44 | 11.66 | 9.19 |
| Yield(%) | 0.00 | 3.73 | 3.66 | 3.35 | 8.26 | 6.51 | 4.88 | … | … | 0.97 | 3.39 | 4.13 | 3.73 | 2.19 | 3.68 | 3.90 | 7.89 | 7.07 | 8.01 | 9.63 | 7.63 | 8.39 | 3.15 |
Data as of 06/05/2026, Common starting date is 08/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRT (Independence Realty Trust, Inc.) |
-7.47%
Apr 2022 – Apr 2025 |
2.37%
May 2021 – May 2026 |
10.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRT (Independence Realty Trust, Inc.) |
47.55%
Dec 2018 – Dec 2021 |
30.87%
Apr 2017 – Apr 2022 |
15.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart