Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPRQF (Choice Properties Real Estate Investment Trust) | NA | 22.34% | 2.53% | 8.39% | 7.37% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 01/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPRQF (Choice Properties Real Estate Investment Trust) | 01/09/2014 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 22.34 | 2.53 | 8.39 | 7.37 | NA | NA | … | … | 17.77 | -7.76 | 3.60 | -4.59 | 21.57 | 3.09 | 34.12 | -14.04 | 9.80 | 22.34 | -0.85 | -2.43 |
| Sharpe Ratio | NA | 0.32 | -0.02 | 0.20 | 0.22 | NA | NA | … | … | 0.67 | -0.32 | 0.00 | -0.20 | 1.27 | 0.08 | 2.39 | -0.90 | 0.70 | 1.00 | -0.05 | -0.19 |
| Standard Deviation(%) | NA | 59.45 | 37.55 | 32.25 | 27.33 | NA | NA | … | … | 69.20 | 35.09 | 24.24 | 29.66 | 16.96 | 36.22 | 13.65 | 17.13 | 13.16 | 22.17 | 17.12 | 12.84 |
| Draw Down(%) | NA | 38.37 | 38.37 | 38.37 | 38.37 | NA | NA | … | … | 26.28 | 17.32 | 20.87 | 28.83 | 9.52 | 33.19 | 8.34 | 17.20 | 6.86 | 13.32 | 14.54 | 9.17 |
| Yield(%) | 0.00 | 3.43 | 4.04 | 5.28 | 5.73 | 4.02 | 3.02 | … | … | 1.42 | 3.47 | 5.37 | 4.92 | 4.53 | 5.25 | 7.14 | 5.63 | 5.31 | 5.76 | 4.98 | 6.09 |
Data as of 05/29/2025, Common starting date is 01/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPRQF (Choice Properties Real Estate Investment Trust) |
-3.51%
Mar 2022 – Mar 2025 |
0.49%
Jan 2020 – Jan 2025 |
4.99%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPRQF (Choice Properties Real Estate Investment Trust) |
18.90%
Dec 2018 – Dec 2021 |
11.60%
Jan 2016 – Jan 2021 |
7.45%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart