Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPTY (US Diversified Real Estate ETF) | 10.98% | 11.96% | 9.76% | 2.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPTY (US Diversified Real Estate ETF) | 03/27/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 11.96 | 9.76 | 2.57 | NA | NA | NA | … | … | 10.98 | -3.46 | 9.85 | 12.65 | -26.11 | 40.31 | -7.24 | 30.18 | 4.28 |
| Sharpe Ratio | NA | 0.62 | 0.44 | 0.02 | NA | NA | NA | … | … | 1.73 | -0.35 | 0.40 | 0.45 | -1.19 | 2.60 | -0.17 | 2.41 | 0.28 |
| Standard Deviation(%) | NA | 13.56 | 16.99 | 18.58 | NA | NA | NA | … | … | 13.90 | 18.12 | 15.42 | 20.14 | 23.20 | 15.52 | 42.96 | 11.91 | 14.99 |
| Draw Down(%) | NA | 8.08 | 21.06 | 32.38 | NA | NA | NA | … | … | 8.08 | 17.12 | 8.84 | 19.09 | 31.91 | 5.91 | 41.69 | 4.85 | 12.71 |
| Yield(%) | 0.00 | 2.85 | 3.74 | 3.17 | 3.33 | 2.22 | 1.67 | … | … | 0.84 | 2.87 | 3.45 | 4.40 | 3.06 | 4.05 | 3.12 | 4.25 | 2.21 |
Data as of 06/04/2026, Common starting date is 03/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTY (US Diversified Real Estate ETF) |
-2.94%
Dec 2021 – Dec 2024 |
2.52%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPTY (US Diversified Real Estate ETF) |
19.21%
Dec 2018 – Dec 2021 |
9.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart