Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDRRP (Medalist Diversified Reit Inc PR) | NA | 15.11% | 12.81% | NA | NA | NA | NA | … | … |
Data as of 01/17/2025, Common starting date is 02/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDRRP (Medalist Diversified Reit Inc PR) | 02/14/2020 | 01/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.11 | 12.81 | NA | NA | NA | NA | … | … | -5.60 | 25.17 | 7.47 | 16.62 | 77.52 | -29.05 |
| Sharpe Ratio | NA | 0.32 | 0.18 | NA | NA | NA | NA | … | … | -3.86 | 0.69 | 0.05 | 0.41 | 1.74 | -0.36 |
| Standard Deviation(%) | NA | 27.05 | 47.13 | NA | NA | NA | NA | … | … | 18.93 | 26.79 | 68.10 | 37.45 | 44.44 | 90.13 |
| Draw Down(%) | NA | 13.08 | 49.56 | NA | NA | NA | NA | … | … | 5.60 | 13.08 | 49.56 | 13.61 | 15.95 | 46.90 |
| Yield(%) | 0.00 | 8.45 | 8.27 | 8.99 | 4.50 | 3.00 | 2.25 | … | … | 0.00 | 8.64 | 8.55 | 9.52 | 14.30 | 6.58 |
Data as of 01/17/2025, Common starting date is 02/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRRP (Medalist Diversified Reit Inc PR) |
8.06%
May 2021 – May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDRRP (Medalist Diversified Reit Inc PR) |
34.91%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart