Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLD (Prologis, Inc.) | 14.13% | 38.71% | 8.47% | 6.31% | 14.81% | 13.72% | 8.91% | … | … |
Data as of 06/05/2026, Common starting date is 11/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLD (Prologis, Inc.) | 11/21/1997 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 38.71 | 8.47 | 6.31 | 14.81 | 13.72 | 8.91 | … | … | 14.13 | 25.08 | -18.12 | 21.58 | -31.33 | 72.33 | 14.74 | 55.87 | -6.25 | 25.94 | 27.36 | 3.59 | 20.28 | 4.30 | 31.88 | -6.42 | 29.38 | 15.57 | -57.96 | 1.64 | 23.30 | 26.78 | 28.55 | 26.97 | 11.48 | 7.27 | 37.97 | -9.38 | -12.44 | 9.24 |
| Sharpe Ratio | NA | 1.60 | 0.19 | 0.17 | 0.49 | NA | NA | … | … | 1.60 | 0.79 | -0.89 | 0.69 | -0.95 | 3.77 | 0.31 | 3.02 | -0.35 | 1.59 | 1.20 | 0.17 | 1.34 | 0.21 | 1.42 | -0.15 | 0.82 | 0.17 | -0.52 | -0.06 | 1.15 | 1.29 | 1.25 | 1.54 | 0.58 | 0.33 | 2.67 | -0.75 | -0.69 | 7.35 |
| Standard Deviation(%) | NA | 20.81 | 25.52 | 26.94 | 27.06 | NA | NA | … | … | 20.76 | 28.06 | 24.39 | 26.34 | 34.46 | 19.19 | 46.58 | 18.04 | 21.83 | 15.97 | 22.63 | 20.75 | 15.17 | 19.88 | 22.58 | 42.35 | 35.82 | 92.33 | 112.23 | 27.46 | 17.39 | 19.08 | 22.14 | 17.03 | 17.74 | 14.77 | 12.62 | 16.99 | 23.10 | 17.90 |
| Draw Down(%) | NA | 9.59 | 31.37 | 43.30 | 43.30 | NA | NA | … | … | 9.59 | 26.99 | 24.01 | 26.07 | 42.06 | 11.25 | 36.16 | 6.73 | 17.91 | 10.48 | 17.12 | 21.29 | 11.16 | 21.76 | 16.08 | 38.62 | 22.10 | 62.46 | 82.60 | 23.06 | 16.39 | 9.79 | 21.16 | 7.04 | 17.09 | 12.35 | 5.33 | 22.87 | 18.89 | 2.32 |
| Yield(%) | 0.00 | 3.80 | 3.09 | 2.85 | 5.69 | 6.80 | 4.08 | … | … | 0.83 | 3.87 | 2.85 | 3.09 | 1.92 | 2.62 | 2.62 | 3.72 | 3.00 | 3.33 | 4.01 | 3.50 | 3.58 | 3.00 | 3.83 | 3.47 | 4.41 | 4.85 | 2.76 | 3.42 | 3.70 | 4.35 | 5.15 | 6.12 | 6.30 | 6.18 | 7.47 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLD (Prologis, Inc.) |
-37.38%
Feb 2006 – Feb 2009 |
-16.52%
Feb 2004 – Feb 2009 |
-1.40%
Feb 1999 – Feb 2009 |
6.67%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLD (Prologis, Inc.) |
47.97%
Feb 2009 – Feb 2012 |
33.37%
Feb 2009 – Feb 2014 |
23.81%
Feb 2009 – Feb 2019 |
21.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart