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-PE (Pebblebrook Hotel Trust) 6.94% 19.08% 10.50% 2.72% NA NA NA
Data as of 06/05/2026, Common starting date is 12/06/2018
More Performance Analytics Comparison
Name Start Date End Date
PEB-PE (Pebblebrook Hotel Trust) 12/06/2018 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
Annualized Return (%) 0.81 19.08 10.50 2.72 NA NA NA 6.94 4.14 -0.63 30.88 -23.51 24.99 -12.79 10.00 5.97
Sharpe Ratio NA 1.06 0.37 0.02 NA NA NA 0.99 0.08 -0.25 0.93 -0.88 0.64 -0.27 0.67 4.15
Standard Deviation(%) NA 15.57 19.56 21.74 NA NA NA 14.61 16.59 17.02 29.39 28.28 23.47 108.19 12.80 35.59
Draw Down(%) NA 11.08 24.33 27.59 NA NA NA 5.49 15.41 11.87 16.77 27.59 3.48 42.72 6.22 6.56
Yield(%) 0.00 8.74 8.46 6.19 4.48 2.99 2.24 2.09 7.95 7.37 8.78 6.32 4.72 3.65 4.20 1.73
Data as of 06/05/2026, Common starting date is 12/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PEB-PE (Pebblebrook Hotel Trust) -5.33%
Nov 2019 – Nov 2022
-0.34%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PEB-PE (Pebblebrook Hotel Trust) 12.70%
Jan 2021 – Jan 2024
9.32%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return