Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLTX (JOHNSON REALTY FUND JOHNSON REALTY FUND) | NA | -81.56% | -40.16% | -22.59% | -4.88% | -7.11% | -2.97% | … | … |
Data as of 12/11/2018, Common starting date is 12/31/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLTX (JOHNSON REALTY FUND JOHNSON REALTY FUND) | 12/31/1997 | 12/11/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -82.15 | -81.56 | -40.16 | -22.59 | -4.88 | -7.11 | -2.97 | … | … | -59.89 | 3.44 | 2.46 | -4.63 | 19.39 | -6.05 | 5.48 | 6.22 | 14.84 | 17.29 | -41.85 | -31.87 | 24.08 | 1.18 | 14.43 | 29.12 | -1.25 | -0.39 | 20.15 | -7.11 | -23.07 | 0.00 |
| Sharpe Ratio | NA | -0.86 | -0.62 | -0.58 | -0.43 | NA | NA | … | … | -0.87 | -0.16 | -1.90 | -1.28 | 0.07 | -1.48 | -0.73 | -0.43 | -0.13 | -0.02 | -0.81 | -1.66 | 0.11 | -1.11 | -0.24 | 0.85 | -1.42 | -2.00 | -4.24 | 1.61 | 0.72 | NA |
| Standard Deviation(%) | NA | 94.38 | 80.26 | 62.88 | 51.91 | NA | NA | … | … | 96.89 | 100.64 | 16.57 | 18.09 | 12.56 | 16.58 | 18.14 | 28.57 | 28.42 | 67.28 | 75.22 | 32.64 | 15.58 | 17.84 | 21.12 | 11.62 | 14.76 | 11.01 | 11.45 | 11.12 | 14.17 | 0.00 |
| Draw Down(%) | NA | 61.43 | 80.06 | 80.06 | 80.06 | NA | NA | … | … | 61.43 | 51.44 | 15.13 | 18.14 | 7.57 | 20.05 | 10.78 | 22.30 | 17.38 | 43.12 | 65.18 | 40.55 | 10.81 | 12.15 | 17.92 | 6.80 | 20.54 | 12.53 | 11.40 | 20.18 | 27.93 | 0.00 |
| Yield(%) | 0.00 | 63.16 | 25.62 | 20.46 | 21.44 | 7.84 | 9.11 | … | … | 63.07 | 2.43 | 3.39 | 7.23 | 9.40 | 7.22 | 9.07 | 1.93 | 2.71 | 4.04 | 3.18 | 1.95 | 2.03 | 2.56 | 3.80 | 4.32 | 4.89 | 4.99 | 5.77 | 0.00 | 0.00 | 0.00 |
Data as of 12/11/2018, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLTX (JOHNSON REALTY FUND JOHNSON REALTY FUND) |
-32.29%
Mar 2006 – Mar 2009 |
-17.12%
Mar 2004 – Mar 2009 |
-2.76%
Feb 1999 – Feb 2009 |
3.26%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLTX (JOHNSON REALTY FUND JOHNSON REALTY FUND) |
37.13%
Mar 2009 – Mar 2012 |
24.74%
Feb 2009 – Feb 2014 |
12.36%
Nov 2008 – Nov 2018 |
7.61%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart