Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMI (Marcus & Millichap, Inc.) | 10.70% | 3.52% | 1.34% | -3.30% | 2.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMI (Marcus & Millichap, Inc.) | 11/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.28 | 3.52 | 1.34 | -3.30 | 2.00 | NA | NA | … | … | 10.70 | -26.94 | -11.22 | 29.73 | -30.82 | 38.22 | -0.05 | 8.51 | 5.27 | 22.04 | -8.30 | -12.36 | 123.15 | 7.12 |
| Sharpe Ratio | NA | -0.06 | -0.08 | -0.22 | 0.01 | NA | NA | … | … | 0.30 | -0.91 | -0.49 | 0.87 | -0.89 | 1.36 | -0.01 | 0.24 | 0.16 | 0.99 | -0.25 | -0.24 | 2.85 | 1.43 |
| Standard Deviation(%) | NA | 31.01 | 31.02 | 31.82 | 33.30 | NA | NA | … | … | 29.50 | 33.16 | 30.47 | 30.39 | 36.28 | 28.14 | 56.60 | 29.90 | 23.76 | 21.72 | 34.57 | 51.80 | 43.23 | 37.88 |
| Draw Down(%) | NA | 24.06 | 41.74 | 53.36 | 53.36 | NA | NA | … | … | 10.84 | 29.60 | 30.29 | 27.89 | 43.77 | 17.43 | 40.66 | 31.75 | 24.60 | 16.22 | 34.80 | 45.68 | 17.26 | 7.50 |
| Yield(%) | 0.00 | 1.70 | 1.92 | 1.80 | 1.30 | 1.68 | 1.26 | … | … | 0.93 | 1.34 | 1.17 | 2.14 | 2.98 | 0.00 | 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 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMI (Marcus & Millichap, Inc.) |
-11.73%
Mar 2022 – Mar 2025 |
-11.87%
Jul 2015 – Jul 2020 |
-4.12%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMI (Marcus & Millichap, Inc.) |
21.49%
Dec 2013 – Dec 2016 |
21.13%
Apr 2014 – Apr 2019 |
11.98%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart