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
PSB-PW (PS Business Parks Inc) NA 4.44% 11.53% 6.55% NA NA NA
Data as of 11/02/2021, Common starting date is 10/14/2016
More Performance Analytics Comparison
Name Start Date End Date
PSB-PW (PS Business Parks Inc) 10/14/2016 11/02/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 4.44 11.53 6.55 NA NA NA 0.76 1.78 24.60 -18.06 17.12 -13.48
Sharpe Ratio NA 0.71 0.55 0.33 NA NA NA 0.14 0.05 2.50 -1.46 1.97 -1.97
Standard Deviation(%) NA 6.26 19.96 17.50 NA NA NA 6.42 32.27 9.28 13.26 8.38 25.04
Draw Down(%) NA 3.51 34.62 34.62 NA NA NA 3.51 35.54 4.41 19.46 4.99 18.14
Yield(%) 0.00 5.15 6.13 5.39 2.62 1.75 1.31 3.81 5.06 6.28 5.30 6.05 1.04
Data as of 11/02/2021, Common starting date is 10/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSB-PW (PS Business Parks Inc) 5.10%
Jun 2017 – Jun 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSB-PW (PS Business Parks Inc) 12.13%
Dec 2016 – Dec 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return