Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTC (LTC Properties, Inc.) | 3.96% | 6.37% | 9.21% | 4.32% | 2.83% | 7.26% | 8.54% | … | … |
Data as of 06/04/2026, Common starting date is 08/18/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTC (LTC Properties, Inc.) | 08/18/1992 | 06/04/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.83 | 6.37 | 9.21 | 4.32 | 2.83 | 7.26 | 8.54 | … | … | 3.96 | 6.17 | 14.94 | -3.25 | 10.52 | -6.77 | -7.56 | 12.79 | 1.12 | -2.74 | 14.06 | 4.82 | 28.54 | 5.59 | 20.41 | 16.81 | 11.45 | 41.68 | -13.71 | -2.39 | 38.22 | 12.73 | 43.95 | 133.40 | 11.82 | 78.25 | -49.43 | -49.25 | -19.88 | 12.16 | 23.33 | 13.21 | 2.91 | 28.75 | 0.00 |
| Sharpe Ratio | NA | 0.58 | 0.55 | 0.15 | 0.07 | NA | NA | … | … | 1.38 | 0.19 | 0.61 | -0.33 | 0.37 | -0.30 | -0.13 | 0.63 | -0.01 | -0.22 | 0.67 | 0.26 | 1.81 | 0.24 | 1.25 | 0.57 | 0.45 | 0.83 | -0.24 | -0.15 | 1.36 | 0.41 | 1.58 | 4.38 | 0.21 | 1.85 | -0.79 | -1.77 | -1.00 | 0.54 | 1.17 | 0.47 | -0.01 | 1.08 | -0.12 |
| Standard Deviation(%) | NA | 17.23 | 18.34 | 20.87 | 27.41 | NA | NA | … | … | 20.37 | 17.05 | 18.51 | 20.87 | 24.92 | 22.48 | 61.87 | 18.10 | 22.45 | 15.62 | 20.70 | 18.52 | 15.75 | 22.86 | 16.42 | 29.45 | 25.32 | 50.35 | 61.44 | 36.44 | 25.63 | 25.75 | 27.17 | 30.26 | 50.85 | 41.95 | 67.68 | 29.78 | 23.39 | 15.68 | 16.60 | 19.74 | 19.44 | 24.41 | 18.28 |
| Draw Down(%) | NA | 9.46 | 14.50 | 27.80 | 51.41 | NA | NA | … | … | 9.46 | 8.66 | 11.82 | 17.75 | 20.68 | 25.60 | 49.44 | 17.00 | 18.71 | 15.81 | 17.83 | 17.28 | 9.89 | 27.94 | 15.00 | 26.51 | 17.76 | 29.56 | 51.18 | 30.60 | 11.51 | 16.45 | 22.03 | 22.49 | 31.61 | 22.81 | 61.86 | 53.53 | 26.88 | 11.49 | 9.70 | 7.34 | 19.33 | 14.04 | 5.88 |
| Yield(%) | 0.00 | 6.53 | 7.00 | 5.86 | 4.81 | 7.63 | 9.30 | … | … | 2.74 | 6.70 | 7.07 | 6.38 | 6.51 | 6.04 | 5.18 | 5.66 | 5.21 | 4.83 | 5.09 | 4.75 | 5.79 | 5.32 | 5.74 | 5.88 | 5.74 | 7.91 | 6.30 | 5.46 | 6.64 | 6.51 | 7.67 | 9.52 | 5.71 | 0.00 | 10.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/18/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTC (LTC Properties, Inc.) |
-40.97%
Dec 1997 – Dec 2000 |
-22.23%
Dec 1995 – Dec 2000 |
-4.82%
Mar 1993 – Mar 2003 |
6.12%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTC (LTC Properties, Inc.) |
73.02%
Mar 2001 – Mar 2004 |
50.11%
Sep 2000 – Sep 2005 |
30.09%
Dec 2000 – Dec 2010 |
24.82%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart