Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLDGP (Prologis Inc) | -4.22% | 1.38% | 4.93% | 1.52% | 4.30% | 6.69% | 7.44% | … | … |
Data as of 06/03/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLDGP (Prologis Inc) | 10/08/2003 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 1.38 | 4.93 | 1.52 | 4.30 | 6.69 | 7.44 | … | … | -4.22 | 5.77 | 11.74 | 7.56 | -3.25 | -5.80 | 2.79 | 27.99 | -16.91 | 15.34 | 15.80 | 11.05 | 22.69 | -8.80 | 22.09 | 10.65 | 31.99 | 62.47 | -31.10 | -8.42 | 13.32 | 5.52 | 1.14 | 11.60 |
| Sharpe Ratio | NA | 0.03 | 0.11 | -0.03 | 0.09 | NA | NA | … | … | -0.68 | 0.17 | 0.31 | 0.17 | -0.16 | -0.23 | 0.05 | 0.89 | -0.69 | 0.47 | 0.52 | 0.33 | 0.92 | -0.41 | 0.77 | 0.28 | 0.87 | 1.05 | -0.23 | -0.45 | 0.28 | 0.15 | 0.00 | 2.01 |
| Standard Deviation(%) | NA | 16.17 | 20.70 | 23.32 | 30.72 | NA | NA | … | … | 12.55 | 17.50 | 26.23 | 23.21 | 29.05 | 25.41 | 54.93 | 29.72 | 26.59 | 31.17 | 30.16 | 33.61 | 24.58 | 21.34 | 28.85 | 37.88 | 36.80 | 59.23 | 137.16 | 25.55 | 35.61 | 22.43 | 33.78 | 30.07 |
| Draw Down(%) | NA | 10.34 | 14.54 | 21.88 | 32.39 | NA | NA | … | … | 8.77 | 7.49 | 13.74 | 8.28 | 20.11 | 15.30 | 21.21 | 13.41 | 19.76 | 11.29 | 20.30 | 13.65 | 11.74 | 15.72 | 12.86 | 13.28 | 14.29 | 26.16 | 81.38 | 24.81 | 15.38 | 10.55 | 12.41 | 6.64 |
| Yield(%) | 0.00 | 5.74 | 6.87 | 5.80 | 6.18 | 7.64 | 7.74 | … | … | 1.88 | 5.70 | 7.73 | 7.53 | 6.90 | 6.07 | 5.70 | 7.25 | 5.63 | 6.11 | 6.64 | 6.90 | 7.75 | 6.90 | 7.64 | 7.85 | 9.51 | 13.81 | 8.56 | 7.25 | 7.64 | 7.48 | 7.56 | 1.92 |
Data as of 06/03/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDGP (Prologis Inc) |
-14.22%
Feb 2006 – Feb 2009 |
-7.47%
Mar 2004 – Mar 2009 |
4.00%
Mar 2016 – Mar 2026 |
5.90%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLDGP (Prologis Inc) |
40.16%
Mar 2009 – Mar 2012 |
25.81%
Mar 2009 – Mar 2014 |
17.98%
Mar 2009 – Mar 2019 |
12.74%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart