Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PECO (Phillips Edison & Company, Inc.) | 11.74% | 14.02% | 12.11% | 10.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PECO (Phillips Edison & Company, Inc.) | 04/07/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.69 | 14.02 | 12.11 | 10.67 | NA | NA | NA | … | … | 11.74 | -1.59 | 6.20 | 18.46 | -0.37 | -84.78 | -20.95 |
| Sharpe Ratio | NA | 0.97 | 0.68 | -0.29 | NA | NA | NA | … | … | 2.46 | -0.24 | 0.14 | 0.65 | -0.06 | -0.13 | -1.03 |
| Standard Deviation(%) | NA | 15.13 | 18.75 | 96.59 | NA | NA | NA | … | … | 14.93 | 18.69 | 18.48 | 22.86 | 29.88 | 303.56 | 27.34 |
| Draw Down(%) | NA | 8.30 | 15.78 | 87.67 | NA | NA | NA | … | … | 7.18 | 10.46 | 14.38 | 17.43 | 23.12 | 87.67 | 29.19 |
| Yield(%) | 0.00 | 3.60 | 3.95 | 4.06 | 0.20 | 0.14 | 0.10 | … | … | 1.54 | 3.39 | 3.25 | 3.58 | 3.25 | 1.58 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PECO (Phillips Edison & Company, Inc.) |
-46.98%
Oct 2020 – Oct 2023 |
-31.30%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PECO (Phillips Edison & Company, Inc.) |
15.33%
May 2023 – May 2026 |
-26.44%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart