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-PY (PS Business Parks Inc) NA -29.08% -0.15% 0.59% NA NA NA
Data as of 03/17/2023, Common starting date is 12/04/2017
More Performance Analytics Comparison
Name Start Date End Date
PSB-PY (PS Business Parks Inc) 12/04/2017 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 (%) 0.46 -29.08 -0.15 0.59 NA NA NA 16.41 -41.00 7.82 1.64 24.96 -18.13 0.64
Sharpe Ratio NA -0.72 -0.03 -0.02 NA NA NA 1.41 -1.42 1.07 0.04 2.77 -1.98 2.97
Standard Deviation(%) NA 44.18 30.19 25.06 NA NA NA 72.65 29.93 7.32 31.49 8.50 9.80 2.85
Draw Down(%) NA 49.98 50.45 50.45 NA NA NA 16.53 45.60 3.36 36.05 6.07 19.59 0.64
Yield(%) 2.13 5.37 7.34 6.98 3.40 2.27 1.70 2.46 5.08 5.06 10.73 6.27 5.60 0.00
Data as of 03/17/2023, Common starting date is 12/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSB-PY (PS Business Parks Inc) -14.26%
Feb 2020 – Feb 2023
-4.76%
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-PY (PS Business Parks Inc) 17.27%
Dec 2018 – Dec 2021
-4.41%
Jan 2018 – Jan 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return