Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEN (New England Realty Associates Limited Partnership) | -6.36% | -18.32% | -1.78% | 3.16% | 3.58% | 9.71% | 7.98% | … | … |
Data as of 06/05/2026, Common starting date is 11/19/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEN (New England Realty Associates Limited Partnership) | 11/19/1987 | 06/05/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.48 | -18.32 | -1.78 | 3.16 | 3.58 | 9.71 | 7.98 | … | … | -6.36 | -17.52 | 19.32 | 1.64 | 8.21 | 38.80 | -17.02 | 13.14 | -22.29 | 24.15 | 23.70 | 6.22 | 11.99 | 53.23 | 29.58 | 12.44 | 31.43 | 1.95 | -17.64 | -13.36 | 6.45 | -6.47 | 68.76 | 38.42 | 47.77 | 95.13 | 66.24 | 3.49 | 17.81 | 28.07 | 14.00 | 4.17 | 14.29 | 23.53 | 13.33 | -21.05 | -30.91 | 25.00 | -26.67 | -6.25 |
| Sharpe Ratio | NA | -0.96 | -0.18 | 0.02 | 0.08 | NA | NA | … | … | -0.58 | -0.85 | 0.52 | -0.09 | 0.35 | 1.68 | -0.51 | 0.50 | -1.37 | 1.76 | 0.97 | 0.29 | 0.58 | 1.78 | 1.18 | 0.59 | 1.13 | 0.06 | -0.72 | -0.74 | 0.14 | -0.47 | 3.64 | 1.81 | 1.14 | 1.32 | 0.95 | 0.00 | 0.25 | 0.51 | 0.28 | 0.00 | 0.09 | 0.15 | 0.12 | -1.20 | -1.27 | 0.88 | -1.08 | -2.50 |
| Standard Deviation(%) | NA | 20.17 | 25.46 | 23.64 | 23.55 | NA | NA | … | … | 24.61 | 24.13 | 30.59 | 22.02 | 19.66 | 23.05 | 33.50 | 23.44 | 17.34 | 13.39 | 24.16 | 21.36 | 20.73 | 29.89 | 25.28 | 20.97 | 27.65 | 30.64 | 25.75 | 22.32 | 22.51 | 18.47 | 18.60 | 20.80 | 41.03 | 71.91 | 65.06 | 43.41 | 57.57 | 47.62 | 36.08 | 39.02 | 131.49 | 142.50 | 93.29 | 20.82 | 28.51 | 21.67 | 28.99 | 19.36 |
| Draw Down(%) | NA | 22.59 | 28.42 | 28.42 | 41.88 | NA | NA | … | … | 13.85 | 21.40 | 8.43 | 12.25 | 14.99 | 7.93 | 36.10 | 13.17 | 22.69 | 4.28 | 11.87 | 8.00 | 10.23 | 11.96 | 10.53 | 11.68 | 13.93 | 17.11 | 30.79 | 26.25 | 14.94 | 24.35 | 7.78 | 15.95 | 29.11 | 20.83 | 27.38 | 15.79 | 23.08 | 15.29 | 7.69 | 11.32 | 41.18 | 32.00 | 32.00 | 26.32 | 40.00 | 14.81 | 39.39 | 6.25 |
| Yield(%) | 0.00 | 1.60 | 3.09 | 3.83 | 3.44 | 7.11 | 5.95 | … | … | 0.62 | 5.49 | 0.57 | 3.49 | 3.67 | 3.20 | 2.07 | 2.31 | 1.67 | 3.57 | 3.57 | 2.06 | 2.22 | 3.45 | 4.21 | 4.18 | 5.13 | 5.06 | 4.01 | 3.48 | 3.54 | 3.22 | 4.95 | 7.08 | 8.53 | 17.66 | 9.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/19/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEN (New England Realty Associates Limited Partnership) |
-24.09%
May 1988 – May 1991 |
-11.88%
Jan 1988 – Jan 1993 |
1.46%
Jan 1988 – Jan 1998 |
5.87%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEN (New England Realty Associates Limited Partnership) |
81.53%
May 1999 – May 2002 |
62.65%
Jan 2000 – Jan 2005 |
37.40%
Mar 1995 – Mar 2005 |
26.82%
Jan 1992 – Jan 2007 |
Annualized Rolling Returns Comparison Chart