Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEI-PD (Pennsylvania Real Estate Investment Trust) | NA | -66.26% | -58.03% | -39.36% | NA | NA | NA | … | … |
Data as of 02/16/2023, Common starting date is 09/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEI-PD (Pennsylvania Real Estate Investment Trust) | 09/13/2017 | 02/16/2023 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -66.26 | -58.03 | -39.36 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 1.40 | 3.96 | 1.93 | 1.28 | 0.96 | … | … |
Data as of 02/16/2023, Common starting date is 09/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEI-PD (Pennsylvania Real Estate Investment Trust) |
-53.30%
Oct 2019 – Oct 2022 |
-37.22%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEI-PD (Pennsylvania Real Estate Investment Trust) |
-10.61%
Sep 2018 – Sep 2021 |
-27.99%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart