Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PRKWF (Parkway Life Real Estate Investment Trust) 0.97% 11.17% 6.72% 3.31% 11.35% NA NA
Data as of 02/06/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
Name Start Date End Date
PRKWF (Parkway Life Real Estate Investment Trust) 04/25/2011 02/06/2026
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 (%) 0.00 11.17 6.72 3.31 11.35 NA NA 0.97 25.22 -0.02 12.95 -33.64 36.23 35.54 17.70 -4.79 23.64 17.86 -6.89 -6.50 21.11 35.45 -3.68
Sharpe Ratio NA 0.36 0.08 0.02 0.27 NA NA 2.39 0.76 -0.07 0.20 -0.52 0.92 1.41 0.92 -0.89 1.10 1.19 -0.54 -0.45 1.04 1.87 -0.22
Standard Deviation(%) NA 22.98 41.20 49.41 36.76 NA NA 3.06 30.14 53.54 47.61 67.79 39.45 24.84 17.65 6.96 20.90 14.87 12.74 14.46 20.21 19.10 23.83
Draw Down(%) NA 14.84 24.85 36.78 36.78 NA NA 0.00 14.84 21.99 24.23 34.48 15.79 10.94 8.24 6.66 11.11 3.75 13.58 10.45 15.14 4.85 18.13
Yield(%) 0.00 3.13 3.83 3.23 5.94 6.20 4.65 0.00 3.64 7.02 4.21 2.55 1.38 3.80 4.10 3.76 4.44 5.00 4.44 3.98 4.62 4.41 2.21
Data as of 02/06/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PRKWF (Parkway Life Real Estate Investment Trust) -9.17%
Dec 2021 – Dec 2024
2.20%
Oct 2020 – Oct 2025
5.87%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PRKWF (Parkway Life Real Estate Investment Trust) 29.86%
Nov 2018 – Nov 2021
23.54%
Jan 2017 – Jan 2022
15.72%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return