Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNARF (Morguard North American Residential Real Estate Investment Trust) | NA | 14.35% | 3.26% | 12.52% | 10.16% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNARF (Morguard North American Residential Real Estate Investment Trust) | 10/22/2013 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.90 | 14.35 | 3.26 | 12.52 | 10.16 | NA | NA | … | … | 13.05 | 9.51 | 0.83 | -7.73 | 35.25 | -22.48 | 18.05 | 12.46 | 23.86 | 34.93 | -1.51 | 4.84 | -5.92 |
| Sharpe Ratio | NA | 0.26 | 0.00 | 0.34 | 0.28 | NA | NA | … | … | 0.74 | 0.22 | -0.10 | -0.25 | 1.23 | -0.34 | 1.03 | 0.85 | 2.17 | 1.63 | -0.15 | 0.42 | -1.57 |
| Standard Deviation(%) | NA | 42.17 | 30.16 | 30.83 | 31.58 | NA | NA | … | … | 43.47 | 26.73 | 28.66 | 33.75 | 31.30 | 67.55 | 16.13 | 13.09 | 10.76 | 21.34 | 10.06 | 11.54 | 17.45 |
| Draw Down(%) | NA | 23.03 | 29.32 | 34.86 | 51.58 | NA | NA | … | … | 11.26 | 16.95 | 29.32 | 32.19 | 11.80 | 50.60 | 11.45 | 6.19 | 2.53 | 10.58 | 8.92 | 9.83 | 7.63 |
| Yield(%) | 0.00 | 1.25 | 3.73 | 5.55 | 6.80 | 4.68 | 3.51 | … | … | 0.37 | 3.13 | 5.85 | 5.16 | 3.27 | 5.06 | 5.67 | 6.02 | 5.62 | 7.35 | 5.76 | 6.16 | 1.58 |
Data as of 05/29/2025, Common starting date is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNARF (Morguard North American Residential Real Estate Investment Trust) |
-7.91%
Mar 2017 – Mar 2020 |
-0.67%
Nov 2018 – Nov 2023 |
6.26%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNARF (Morguard North American Residential Real Estate Investment Trust) |
25.29%
Mar 2020 – Mar 2023 |
18.58%
Feb 2015 – Feb 2020 |
9.96%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart