Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NIPOF (Japan Hotel REIT Investment Corporation) NA 9.32% nan% 51.68% NA NA NA
Data as of 02/14/2024, Common starting date is 07/10/2015
More Performance Analytics Comparison
Name Start Date End Date
NIPOF (Japan Hotel REIT Investment Corporation) 07/10/2015 02/14/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 2.04 9.32 nan 51.68 NA NA NA 9.32 0.00 -305.95 345.47 156.04 -132.80 -123.61 -126.05 -121.06 -125.00
Sharpe Ratio NA 0.42 NA NA NA NA NA 0.47 0.00 NA 1.73 0.97 NA NA NA NA NA
Standard Deviation(%) NA 11.83 NA NA NA NA NA 66.71 NA NA 199.33 159.36 NA NA NA NA NA
Draw Down(%) NA 5.77 1,126.32 426.07 NA NA NA 5.77 0.00 303.62 6.57 48.18 128.59 123.61 122.73 121.06 125.00
Yield(%) 0.00 0.00 68.04 136.97 321.08 214.05 160.54 0.00 0.00 150.24 71.34 47.54 516.08 570.38 618.99 574.79 500.00
Data as of 02/14/2024, Common starting date is 07/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NIPOF (Japan Hotel REIT Investment Corporation) -41.69%
Dec 2017 – Dec 2020
-59.51%
Dec 2015 – Dec 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NIPOF (Japan Hotel REIT Investment Corporation) 94.39%
Dec 2019 – Dec 2022
-16.19%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return