Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPW (Medical Properties Trust Inc) | -5.68% | -15.93% | -9.62% | -20.32% | -2.77% | 1.08% | 3.45% | … | … |
Data as of 04/02/2026, Common starting date is 07/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPW (Medical Properties Trust Inc) | 07/08/2005 | 04/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | -15.93 | -9.62 | -20.32 | -2.77 | 1.08 | 3.45 | … | … | -5.68 | 37.32 | -11.55 | -50.35 | -49.03 | 14.30 | 8.94 | 38.53 | 25.03 | 20.55 | 14.50 | -10.28 | 20.14 | 8.39 | 31.17 | -1.68 | 16.98 | 79.36 | -31.60 | -27.72 | 69.37 | -7.88 |
| Sharpe Ratio | NA | -0.48 | -0.23 | -0.46 | -0.11 | NA | NA | … | … | -0.55 | 0.83 | -0.21 | -0.93 | -1.37 | 0.64 | 0.15 | 1.70 | 1.09 | 1.22 | 0.50 | -0.45 | 1.24 | 0.31 | 1.58 | -0.05 | 0.54 | 1.11 | -0.45 | -0.96 | 2.29 | -0.67 |
| Standard Deviation(%) | NA | 39.32 | 57.61 | 49.66 | 41.73 | NA | NA | … | … | 41.60 | 42.29 | 71.20 | 58.20 | 36.90 | 22.29 | 56.82 | 21.83 | 21.89 | 16.34 | 28.29 | 22.79 | 16.29 | 27.03 | 19.89 | 37.19 | 31.50 | 71.58 | 72.03 | 32.10 | 28.89 | 27.32 |
| Draw Down(%) | NA | 31.42 | 69.52 | 84.50 | 84.50 | NA | NA | … | … | 23.35 | 34.73 | 40.44 | 67.62 | 55.62 | 12.24 | 45.45 | 9.92 | 14.10 | 11.43 | 24.39 | 28.25 | 11.58 | 33.19 | 17.24 | 31.38 | 22.86 | 55.98 | 66.71 | 34.16 | 13.08 | 19.82 |
| Yield(%) | 0.00 | 5.75 | 6.00 | 3.44 | 6.91 | 7.44 | 8.06 | … | … | 1.77 | 8.21 | 9.09 | 7.63 | 4.95 | 5.38 | 5.19 | 6.53 | 7.23 | 7.72 | 7.93 | 6.27 | 6.83 | 6.57 | 7.93 | 7.31 | 7.94 | 13.01 | 9.78 | 7.13 | 9.91 | 3.18 |
Data as of 04/02/2026, Common starting date is 07/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPW (Medical Properties Trust Inc) |
-42.66%
Jan 2021 – Jan 2024 |
-24.61%
Jan 2019 – Jan 2024 |
-7.23%
Jan 2014 – Jan 2024 |
1.08%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPW (Medical Properties Trust Inc) |
54.29%
Feb 2009 – Feb 2012 |
41.75%
Feb 2009 – Feb 2014 |
27.31%
Feb 2009 – Feb 2019 |
13.74%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart