Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDRR (Medalist Diversified REIT, Inc.) | -5.18% | -1.72% | 6.23% | -10.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDRR (Medalist Diversified REIT, Inc.) | 11/29/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | -1.72 | 6.23 | -10.50 | NA | NA | NA | … | … | -5.18 | -5.95 | 28.53 | -3.96 | -37.27 | -43.15 | -34.99 | -55.31 | -3.65 |
| Sharpe Ratio | NA | -0.13 | -0.04 | -0.27 | NA | NA | NA | … | … | -0.55 | -0.16 | 0.72 | -0.14 | -0.84 | -0.52 | -0.26 | -0.86 | -0.40 |
| Standard Deviation(%) | NA | 53.55 | 43.04 | 49.16 | NA | NA | NA | … | … | 45.22 | 54.50 | 34.69 | 54.06 | 46.48 | 82.43 | 134.05 | 66.00 | 96.90 |
| Draw Down(%) | NA | 27.73 | 29.92 | 62.57 | NA | NA | NA | … | … | 20.75 | 23.70 | 14.17 | 43.54 | 40.85 | 68.05 | 74.93 | 59.64 | 23.41 |
| Yield(%) | 0.00 | 2.27 | 3.19 | 8.19 | 1.56 | 1.04 | 0.78 | … | … | 1.10 | 1.61 | 2.67 | 2.90 | 6.60 | 1.81 | 3.48 | 5.83 | 1.90 |
Data as of 06/04/2026, Common starting date is 11/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRR (Medalist Diversified REIT, Inc.) |
-46.01%
Apr 2019 – Apr 2022 |
-36.97%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRR (Medalist Diversified REIT, Inc.) |
5.23%
Nov 2022 – Nov 2025 |
-4.57%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart