Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDM (Piedmont Office Realty Trust, Inc.) | 6.00% | 19.14% | 16.38% | -10.13% | -2.94% | -0.39% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDM (Piedmont Office Realty Trust, Inc.) | 02/10/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.38 | 19.14 | 16.38 | -10.13 | -2.94 | -0.39 | NA | … | … | 6.00 | -7.48 | 37.18 | -14.77 | -46.76 | 18.61 | -23.57 | 35.96 | -9.09 | 2.89 | 15.69 | 5.11 | 19.33 | -4.31 | 11.15 | -9.31 | 38.21 |
| Sharpe Ratio | NA | 0.39 | 0.32 | -0.35 | -0.15 | NA | NA | … | … | -0.09 | -0.27 | 0.88 | -0.43 | -1.53 | 0.72 | -0.37 | 2.05 | -0.53 | 0.16 | 0.84 | 0.29 | 1.39 | -0.26 | 0.80 | -0.30 | 1.63 |
| Standard Deviation(%) | NA | 30.81 | 38.53 | 35.99 | 34.49 | NA | NA | … | … | 35.84 | 38.31 | 34.90 | 44.07 | 31.47 | 25.83 | 63.54 | 16.84 | 19.63 | 14.62 | 18.45 | 17.72 | 13.90 | 16.55 | 13.96 | 30.86 | 26.79 |
| Draw Down(%) | NA | 29.47 | 46.45 | 70.62 | 74.03 | NA | NA | … | … | 27.88 | 36.06 | 22.01 | 50.46 | 52.26 | 16.27 | 52.01 | 8.70 | 17.37 | 14.90 | 16.20 | 14.33 | 11.27 | 21.08 | 12.28 | 26.21 | 14.64 |
| Yield(%) | 0.00 | 0.00 | 4.61 | 2.60 | 3.67 | 3.87 | 4.42 | … | … | 0.00 | 1.38 | 6.78 | 7.15 | 4.47 | 5.47 | 3.81 | 5.01 | 4.29 | 6.54 | 4.61 | 4.51 | 5.03 | 4.53 | 4.77 | 6.30 | 8.28 |
Data as of 06/05/2026, Common starting date is 02/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDM (Piedmont Office Realty Trust, Inc.) |
-23.64%
Apr 2020 – Apr 2023 |
-17.42%
Oct 2018 – Oct 2023 |
-6.83%
Oct 2013 – Oct 2023 |
-2.37%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDM (Piedmont Office Realty Trust, Inc.) |
14.91%
Feb 2014 – Feb 2017 |
11.30%
Sep 2011 – Sep 2016 |
6.02%
Sep 2011 – Sep 2021 |
0.56%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart