Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAZRF (Plaza Retail REIT) | NA | 3.69% | -2.88% | 11.84% | 3.77% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 02/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAZRF (Plaza Retail REIT) | 02/14/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.69 | -2.88 | 11.84 | 3.77 | NA | NA | … | … | 11.79 | -7.67 | -6.89 | -8.47 | 38.14 | -9.97 | 35.39 | -10.70 | -2.24 | 16.65 | 1.86 | -0.60 |
| Sharpe Ratio | NA | 0.01 | -0.25 | 0.37 | 0.09 | NA | NA | … | … | 1.09 | -0.60 | -0.43 | -0.31 | 1.86 | -0.18 | 2.46 | -0.67 | -0.24 | 0.69 | 0.15 | -0.08 |
| Standard Deviation(%) | NA | 25.98 | 24.89 | 26.72 | 27.70 | NA | NA | … | … | 26.20 | 23.63 | 26.17 | 31.80 | 20.45 | 57.33 | 13.80 | 18.09 | 12.25 | 23.86 | 12.39 | 8.33 |
| Draw Down(%) | NA | 15.41 | 28.12 | 30.54 | 46.20 | NA | NA | … | … | 7.35 | 15.29 | 28.12 | 25.21 | 9.82 | 46.20 | 5.54 | 17.69 | 11.12 | 14.28 | 13.80 | 7.01 |
| Yield(%) | 0.00 | 4.86 | 5.36 | 8.96 | 5.76 | 4.35 | 3.27 | … | … | 2.66 | 4.91 | 7.29 | 5.96 | 5.53 | 6.58 | 8.66 | 7.18 | 6.05 | 7.20 | 6.30 | 5.93 |
Data as of 05/29/2025, Common starting date is 02/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZRF (Plaza Retail REIT) |
-11.82%
Mar 2017 – Mar 2020 |
-4.49%
Mar 2015 – Mar 2020 |
2.77%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAZRF (Plaza Retail REIT) |
25.82%
Mar 2020 – Mar 2023 |
13.01%
Mar 2020 – Mar 2025 |
5.02%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart