Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLWN (Pinelawn Cemetery) | 3.55% | 1.96% | 5.94% | 6.81% | 14.86% | NA | NA | … | … |
Data as of 03/02/2026, Common starting date is 04/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLWN (Pinelawn Cemetery) | 04/14/2011 | 03/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.55 | 1.96 | 5.94 | 6.81 | 14.86 | NA | NA | … | … | 3.55 | 10.82 | 3.22 | 5.32 | 24.92 | 3.88 | 98.91 | 10.55 | 16.54 | 18.18 | -24.83 | -2.44 | 5.26 | 15.50 | 9.67 | -4.26 |
| Sharpe Ratio | NA | -0.03 | 0.12 | 0.14 | 0.32 | NA | NA | … | … | 2.45 | 0.24 | -0.03 | 0.15 | 2.02 | 0.06 | 1.20 | 0.21 | 0.33 | 0.60 | -0.88 | -0.12 | 1.81 | 0.79 | 0.45 | -0.24 |
| Standard Deviation(%) | NA | 32.72 | 21.96 | 31.00 | 41.75 | NA | NA | … | … | 8.75 | 34.08 | 13.26 | 11.49 | 11.50 | 64.81 | 81.96 | 42.97 | 45.82 | 29.44 | 28.46 | 19.91 | 2.90 | 19.62 | 21.48 | 24.62 |
| Draw Down(%) | NA | 17.86 | 17.86 | 29.62 | 31.80 | NA | NA | … | … | 0.00 | 17.86 | 6.83 | 10.40 | 3.33 | 29.62 | 31.80 | 20.75 | 21.48 | 16.00 | 28.25 | 19.70 | 1.00 | 12.73 | 15.90 | 13.60 |
| Yield(%) | 3.43 | 6.48 | 6.42 | 6.44 | 10.44 | 7.99 | 6.00 | … | … | 3.43 | 6.94 | 6.46 | 6.29 | 7.28 | 6.15 | 10.34 | 9.25 | 10.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2026, Common starting date is 04/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLWN (Pinelawn Cemetery) |
-11.21%
Nov 2014 – Nov 2017 |
-3.58%
Jun 2012 – Jun 2017 |
9.42%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLWN (Pinelawn Cemetery) |
50.56%
Nov 2017 – Nov 2020 |
32.71%
Dec 2017 – Dec 2022 |
16.35%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart