Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVT (Inventrust Properties Corp) | 23.34% | 28.27% | 17.73% | 98.60% | 39.64% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 02/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVT (Inventrust Properties Corp) | 02/21/2014 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 28.27 | 17.73 | 98.60 | 39.64 | NA | NA | … | … | 23.34 | -3.19 | 23.02 | 11.01 | -10.31 | 2,396.71 | -29.03 | 0.00 | 3.33 | -27.18 | 24.87 | -17.99 | -33.33 |
| Sharpe Ratio | NA | 1.58 | 0.77 | 0.70 | 0.06 | NA | NA | … | … | 3.81 | -0.31 | 1.03 | 0.29 | -0.34 | 1.19 | -0.03 | NA | 0.00 | -0.09 | 0.01 | -0.01 | -0.40 |
| Standard Deviation(%) | NA | 16.39 | 19.91 | 135.30 | 596.98 | NA | NA | … | … | 16.32 | 19.75 | 18.88 | 25.73 | 35.17 | 478.03 | 827.31 | 0.00 | 316.62 | 466.02 | 2,728.79 | 2,011.57 | 95.24 |
| Draw Down(%) | NA | 8.63 | 15.71 | 74.53 | 99.99 | NA | NA | … | … | 6.17 | 14.91 | 7.16 | 16.27 | 33.30 | 74.53 | 51.11 | 0.00 | 26.19 | 57.59 | 99.99 | 99.98 | 36.71 |
| Yield(%) | 0.00 | 3.47 | 3.92 | 61.48 | 24.69 | 6.35 | 4.76 | … | … | 0.90 | 3.20 | 3.56 | 3.74 | 2.94 | 15.78 | 0.00 | 0.00 | 0.00 | 0.00 | 26.42 | 11.58 | 0.00 |
Data as of 06/16/2026, Common starting date is 02/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVT (Inventrust Properties Corp) |
-29.15%
Apr 2017 – Apr 2020 |
47.53%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVT (Inventrust Properties Corp) |
195.05%
Aug 2021 – Aug 2024 |
98.53%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart