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
PEB (Pebblebrook Hotel Trust) 49.00% 87.82% 7.00% -5.48% -2.40% 0.97% NA
Data as of 06/04/2026, Common starting date is 12/09/2009
More Performance Analytics Comparison
Name Start Date End Date
PEB (Pebblebrook Hotel Trust) 12/09/2009 06/04/2026
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
Annualized Return (%) 8.30 87.82 7.00 -5.48 -2.40 0.97 NA 49.00 -14.79 -14.66 19.94 -39.85 19.30 -29.72 -0.03 -20.50 28.14 12.26 -36.51 51.95 36.26 22.97 -3.14 -7.15 7.63
Sharpe Ratio NA 1.85 0.03 -0.24 -0.11 NA NA 3.15 -0.40 -0.65 0.43 -0.95 0.52 -0.33 -0.06 -0.86 1.27 0.35 -1.32 2.76 1.62 0.97 -0.08 -0.27 8.09
Standard Deviation(%) NA 33.81 38.28 38.74 42.85 NA NA 33.55 44.88 32.91 36.67 43.44 36.93 89.48 23.69 25.23 21.74 34.39 27.66 18.79 22.31 23.86 39.15 27.04 30.13
Draw Down(%) NA 16.32 53.32 69.92 83.73 NA NA 12.22 44.86 28.68 31.61 50.80 23.50 76.89 24.05 33.77 14.10 22.61 43.51 7.06 11.69 23.02 36.06 22.35 2.78
Yield(%) 0.00 0.44 0.29 0.17 2.28 3.29 2.50 0.09 0.30 0.25 0.31 0.18 0.22 0.15 5.45 4.01 5.05 5.59 2.72 2.99 2.70 2.46 2.29 0.56 0.00
Data as of 06/04/2026, Common starting date is 12/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PEB (Pebblebrook Hotel Trust) -29.23%
Jul 2017 – Jul 2020
-22.09%
Mar 2015 – Mar 2020
-12.46%
Apr 2015 – Apr 2025
-3.10%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PEB (Pebblebrook Hotel Trust) 37.30%
Aug 2011 – Aug 2014
21.51%
Feb 2010 – Feb 2015
6.70%
Sep 2011 – Sep 2021
-0.18%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return