Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVREF (Inovalis Real Estate Investment Trust) | NA | -4.42% | -33.88% | -27.86% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVREF (Inovalis Real Estate Investment Trust) | 12/13/2016 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.42 | -33.88 | -27.86 | NA | NA | NA | … | … | -13.12 | -27.25 | -48.55 | -57.37 | 11.46 | -1.86 | 27.98 | 0.62 | 24.69 | 1.01 |
| Sharpe Ratio | NA | -0.13 | -0.44 | -0.42 | NA | NA | NA | … | … | -0.57 | -0.46 | -0.42 | -1.26 | 0.51 | -0.02 | 2.04 | -0.06 | 2.02 | 5.02 |
| Standard Deviation(%) | NA | 55.98 | 84.81 | 70.73 | NA | NA | NA | … | … | 35.90 | 67.01 | 125.77 | 46.72 | 22.69 | 112.57 | 12.99 | 12.72 | 11.93 | 4.60 |
| Draw Down(%) | NA | 32.93 | 81.80 | 91.38 | NA | NA | NA | … | … | 25.00 | 56.35 | 80.72 | 62.92 | 14.19 | 63.94 | 6.00 | 8.91 | 4.35 | 0.00 |
| Yield(%) | 0.00 | 19.76 | 5.63 | 5.98 | 6.85 | 4.57 | 3.43 | … | … | 0.00 | 12.96 | 9.77 | 7.75 | 6.49 | 9.08 | 11.91 | 10.75 | 11.09 | 1.01 |
Data as of 09/26/2025, Common starting date is 12/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVREF (Inovalis Real Estate Investment Trust) |
-54.17%
Nov 2021 – Nov 2024 |
-36.62%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVREF (Inovalis Real Estate Investment Trust) |
17.64%
Jan 2017 – Jan 2020 |
13.44%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart