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-PX (PS Business Parks Inc) NA -28.55% -0.84% -1.02% NA NA NA
Data as of 03/17/2023, Common starting date is 09/14/2017
More Performance Analytics Comparison
Name Start Date End Date
PSB-PX (PS Business Parks Inc) 09/14/2017 03/17/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.26 -28.55 -0.84 -1.02 NA NA NA 14.87 -38.92 6.50 0.08 25.24 -17.50 1.77
Sharpe Ratio NA -0.70 -0.06 -0.09 NA NA NA 1.24 -1.33 0.86 -0.01 2.33 -1.55 0.87
Standard Deviation(%) NA 44.21 27.79 23.75 NA NA NA 72.08 30.39 7.54 24.03 10.22 12.17 6.19
Draw Down(%) NA 47.49 47.49 47.49 NA NA NA 13.38 43.80 4.36 29.17 6.01 19.34 2.52
Yield(%) 2.14 5.35 6.35 5.55 2.94 1.96 1.47 2.47 5.12 5.06 4.99 6.19 5.29 1.45
Data as of 03/17/2023, Common starting date is 09/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSB-PX (PS Business Parks Inc) -14.94%
Jan 2020 – Jan 2023
-5.39%
Feb 2018 – Feb 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSB-PX (PS Business Parks Inc) 13.98%
Dec 2018 – Dec 2021
-2.26%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return