Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAA (Mid-America Apartment Communities, Inc.) | 1.37% | -3.98% | 1.26% | -0.14% | 7.25% | 9.07% | 9.23% | … | … |
Data as of 06/05/2026, Common starting date is 01/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAA (Mid-America Apartment Communities, Inc.) | 01/28/1994 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.56 | -3.98 | 1.26 | -0.14 | 7.25 | 9.07 | 9.23 | … | … | 1.37 | -6.36 | 19.94 | -11.07 | -29.75 | 87.32 | -0.64 | 42.52 | -1.06 | 6.28 | 11.60 | 26.44 | 29.83 | -2.14 | 7.85 | 2.52 | 37.79 | 39.35 | -8.20 | -22.01 | 23.26 | 24.51 | 31.05 | 49.73 | 2.04 | 28.34 | 10.27 | -0.28 | -20.57 | -1.08 | 16.67 | -7.48 | 23.70 |
| Sharpe Ratio | NA | -0.87 | -0.15 | -0.15 | 0.18 | NA | NA | … | … | -0.71 | -0.45 | 0.82 | -0.64 | -1.17 | 4.59 | -0.02 | 2.75 | -0.13 | 0.39 | 0.52 | 1.34 | 1.99 | -0.12 | 0.53 | 0.08 | 1.57 | 0.62 | -0.12 | -0.79 | 1.00 | 1.08 | 1.47 | 3.39 | 0.05 | 2.06 | 0.44 | -0.19 | -1.21 | -0.29 | 0.84 | -0.68 | 1.05 |
| Standard Deviation(%) | NA | 18.36 | 20.62 | 22.10 | 24.29 | NA | NA | … | … | 19.87 | 20.73 | 19.96 | 23.02 | 26.77 | 19.03 | 46.97 | 14.95 | 19.53 | 14.35 | 21.95 | 19.67 | 15.00 | 17.55 | 14.90 | 30.38 | 24.01 | 63.66 | 79.36 | 32.16 | 19.98 | 20.59 | 20.49 | 14.45 | 16.64 | 12.81 | 13.76 | 19.56 | 19.91 | 16.50 | 15.31 | 16.91 | 21.76 |
| Draw Down(%) | NA | 20.47 | 26.41 | 45.40 | 45.40 | NA | NA | … | … | 12.36 | 23.79 | 9.62 | 30.73 | 36.30 | 6.75 | 42.70 | 7.96 | 14.24 | 9.73 | 21.04 | 13.75 | 12.55 | 18.00 | 12.28 | 23.62 | 12.44 | 36.83 | 59.00 | 26.96 | 13.72 | 10.97 | 15.28 | 5.89 | 14.17 | 6.63 | 11.44 | 14.61 | 23.90 | 13.08 | 10.33 | 18.69 | 12.68 |
| Yield(%) | 0.00 | 4.06 | 3.95 | 3.29 | 4.80 | 6.22 | 6.89 | … | … | 2.20 | 3.97 | 4.33 | 3.60 | 2.07 | 4.21 | 3.09 | 4.14 | 3.71 | 3.58 | 3.64 | 4.04 | 5.98 | 4.27 | 4.19 | 3.93 | 5.10 | 7.05 | 5.72 | 4.28 | 4.76 | 5.75 | 6.92 | 9.47 | 8.91 | 10.37 | 10.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAA (Mid-America Apartment Communities, Inc.) |
-17.91%
Feb 2006 – Feb 2009 |
-3.29%
Dec 1994 – Dec 1999 |
5.51%
Mar 2016 – Mar 2026 |
5.43%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAA (Mid-America Apartment Communities, Inc.) |
41.51%
Feb 2003 – Feb 2006 |
29.62%
Feb 2001 – Feb 2006 |
19.94%
Feb 2009 – Feb 2019 |
17.12%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison Chart
