Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LKREF (Link Real Estate Investment Trust) | 14.67% | 3.36% | -0.06% | -5.76% | 3.42% | 12.34% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LKREF (Link Real Estate Investment Trust) | 06/25/2008 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.22 | 3.36 | -0.06 | -5.76 | 3.42 | 12.34 | NA | … | … | 14.67 | 16.08 | -22.95 | -12.43 | -15.22 | 3.64 | -14.07 | 11.00 | 11.89 | 51.62 | 12.56 | -0.20 | 31.54 | 36.38 | 43.34 | 68.62 | 80.50 | 63.12 | -25.79 |
| Sharpe Ratio | NA | 0.21 | -0.07 | -0.18 | 0.07 | NA | NA | … | … | 1.16 | 0.29 | -0.62 | -0.52 | -0.44 | 0.10 | -0.30 | 0.43 | 0.45 | 2.36 | 0.57 | -0.01 | 1.59 | 1.09 | 1.70 | 1.63 | 2.17 | 1.46 | -0.54 |
| Standard Deviation(%) | NA | 48.39 | 42.81 | 40.32 | 35.53 | NA | NA | … | … | 49.12 | 45.44 | 43.10 | 31.39 | 38.10 | 36.83 | 46.98 | 22.07 | 23.64 | 21.66 | 21.79 | 32.69 | 19.79 | 33.21 | 25.66 | 42.07 | 37.07 | 43.21 | 82.42 |
| Draw Down(%) | NA | 25.35 | 37.05 | 55.87 | 61.90 | NA | NA | … | … | 10.66 | 25.35 | 33.39 | 43.69 | 34.81 | 20.88 | 35.33 | 20.89 | 12.49 | 7.14 | 13.66 | 25.84 | 8.44 | 21.96 | 12.02 | 17.60 | 8.95 | 12.68 | 49.58 |
| Yield(%) | 0.00 | 6.40 | 4.56 | 3.50 | 5.70 | 13.38 | 17.48 | … | … | 0.00 | 8.25 | 3.08 | 4.38 | 4.50 | 4.57 | 5.15 | 3.60 | 3.56 | 4.89 | 4.76 | 4.07 | 4.73 | 30.94 | 4.97 | 38.29 | 41.22 | 7.10 | 2.17 |
Data as of 06/05/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKREF (Link Real Estate Investment Trust) |
-22.42%
Jun 2021 – Jun 2024 |
-17.04%
Jun 2019 – Jun 2024 |
0.13%
Jan 2015 – Jan 2025 |
11.93%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LKREF (Link Real Estate Investment Trust) |
72.75%
Apr 2010 – Apr 2013 |
57.54%
Dec 2008 – Dec 2013 |
37.98%
Apr 2009 – Apr 2019 |
21.19%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart